Integrate Agile CRM with Loyverse

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Loyverse

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Loyverse

Loyverse is a POS solution that uses a single dashboard to allow bars, restaurants, retail stores, cafes, and other businesses to check stock levels, print barcode labels, issue receipts, visualize sales metrics, and more.

Loyverse Integrations
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Best Agile CRM and Loyverse Integrations

  • Agile CRM Integration Loyverse Integration

    Agile CRM + Loyverse

    Create Item to Loyverse from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Loyverse Integration Create Item
  • Agile CRM Integration Loyverse Integration

    Agile CRM + Loyverse

    Create Customer to Loyverse from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Loyverse Integration Create Customer
  • Agile CRM Integration Loyverse Integration

    Agile CRM + Loyverse

    Update Item in Loyverse when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Loyverse Integration Update Item
  • Agile CRM Integration Loyverse Integration

    Agile CRM + Loyverse

    Edit Inventory Levels in Loyverse when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Loyverse Integration Edit Inventory Levels
  • Agile CRM Integration Loyverse Integration

    Agile CRM + Loyverse

    Create Receipt to Loyverse from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Loyverse Integration Create Receipt
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + Loyverse in easier way

It's easy to connect Agile CRM + Loyverse without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Update Customer

    Updates existing customer

  • Watch Customers

    Trigger when a new customer is added

  • Watch Employees

    Triggers when a new employee is created

  • Watch Inventory Levels

    Triggers when inventory levels change.

  • Watch Items

    Triggers when a new item is created

  • Watch Receipts

    Triggers when a new receipt is added

  • Watch Stores

    Triggers when a new store is created

  • Watch Taxes

    Triggers when a new tax is created

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Customer

    Create a customer.

  • Create Item

    Creates an Item

  • Create Receipt

    Creates a new receipt.

  • Create Update Customer

    Creates a new customer or updates an existing one.

  • Edit Inventory Levels

    Edit Inventory Levels.

  • Get single Item

    Gets a single item by ID

  • Update Item

    Updates a Single Item.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & Loyverse Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Loyverse as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Loyverse.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Loyverse

Agile CRM

Agile CRM is a web-based Customer Relationship Management (CRM. software. It helps you to manage your customer interactions, sales, marketing and development activities. You can create a centralized platform for all your customers, contacts and leads. Its features include lead generation, marketing automation, sales productivity, document management, mail merge, personalized campaigns, and support desk.

Loyverse

Loyverse is a technpogy-enabled platform that empowers businesses with the necessary tops and resources to deliver exceptional experiences across the entire customer journey. Loyverse’s platform gives businesses the ability to connect with their customers through multiple channels including email, social media, text messaging and live chat. The platform enables marketers to cplect data from their audience at every step of the customer journey and then use that data to seamlessly interact with customers in an intuitive manner.

Integration of Agile CRM and Loyverse

The integration of Agile CRM and Loyverse will help you to get insights into the behaviors of your customers and make better decisions. The integration also enables you to use your CRM data to grow your business by connecting with your customers in real time and in relevant ways. With the integration of both platforms, you can easily:

  • Integrate Agile CRM and Loyverse data into the same account.
  • Use feature-rich reports to analyze data from multiple accounts.
  • Create a single view of your customer interactions across multiple accounts.
  • Generate insights in real time by combining data from multiple accounts.
  • Send targeted messages to your customers through Agile CRM and Loyverse.

Benefits of Integration of Agile CRM and Loyverse

  • The integration of Agile CRM and Loyverse enables you to:

  • Create a single view of your customer interactions across multiple accounts.
  • View all contacts and leads across multiple accounts in one place.
  • Create custom dashboards using shared metrics from different accounts.
  • Use powerful reporting functionality in Agile CRM to download and analyze data from Loyverse.
  • Easily send customized messages to any number of contacts in Loyverse through Agile CRM.
  • Send targeted messages to your best clients through Loyverse during key sales initiatives like Black Friday, Cyber Monday or Christmas sale events.
  • The process to integrate Agile CRM and Loyverse may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.