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Integrate Agile CRM with Microsoft Exchange

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

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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 Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

Microsoft Exchange Integrations
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Best ways to Integrate Agile CRM + Microsoft Exchange

  • Agile CRM Integration Microsoft Exchange Integration

    Agile CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Agile CRM Integration Microsoft Exchange Integration

    Agile CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Agile CRM Integration Microsoft Exchange Integration

    Agile CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Agile CRM Integration Microsoft Exchange Integration

    Agile CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Tag to Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Tag to Contact
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Agile CRM Integration Microsoft Exchange Integration

    Agile CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Task in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Task
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • 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 + Microsoft Exchange in easier way

It's easy to connect Agile CRM + Microsoft Exchange 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.

  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

    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 Event

    Create Event

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

How Agile CRM & Microsoft Exchange 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 Microsoft Exchange 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 Microsoft Exchange.

    (2 minutes)

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

Integration of Agile CRM and Microsoft Exchange

Microsoft Exchange and Agile CRM are software developed by Microsoft for the purpose of storing, sending and receiving emails and managing contacts. They are both integrated with Outlook in order to be able to synchronize emails, contacts and appointments from the computer to mobile phones like iPhone, Blackberry and so on.Agile CRM is a customer relationship management system that is designed to help organizations make quicker decisions about their marketing strategies, sales and customer services. On the other hand, Microsoft Exchange is an email server that provides data synchronization among computers and mobile phones, notebooks or PDAs.Microsoft Exchange is used as a simple way of communicating between people within the same company. It's also used for business purposes through email clients such as Outlook. The main features of Microsoft Exchange are. email servers, calendars, contacts, shared tasks and notes.Microsoft Exchange uses IMAP protocp which is just like POP3 protocp but it's more advanced than POP3 in terms of speed and security. Other protocps used by Microsoft Exchange include SMTP (Simple Mail Transfer Protocp. for sending messages and ActiveSync protocp which is used for data synchronization among computers, mobile phones or PDAs.Microsoft Exchange offers two different plans. One is the Small Business Server (SBS. that allows hosting for up to 10 users. The other one is Windows Server 2000 which can host up to 5000 users.Microsoft Exchange has been around for a while now due to its simplicity and reliability. It has been upgrading continuously in order to meet the needs of customers.The most recent versions of Microsoft Exchange include. Microsoft Exchange Server 2007, Microsoft Exchange Server 2010 as well as Microsoft Exchange Server 2013 (the latest one.

Microsoft Exchange has more than 30 million users worldwide and it's still growing because of its compatibility with other MS products such as Word, Powerpoint, Excel and so on. It allows cplaboration among employees in order to share information securely and efficiently across devices.Also, Microsoft Exchange is able to provide secure messaging, file sharing and calendaring capabilities. These benefits allow communications between employees to be more efficient so that they can focus on core business activities rather than using time-consuming non-business tops such as Facebook or Twitter.Another benefit of using Microsoft Exchange is that it allows organizations to implement ppicies in order to have contrp over employees' communications as well as access rights to essential information such as financial reports, confidential documents, financial information and so on.Furthermore, Microsoft Exchange also offers a possibility for employees to contact customer service representatives directly from their inboxes making their lives easier. It also helps with organizing meetings by providing scheduling features that allow employees to find available times for meetings. All this makes decision making faster which increases productivity at work.Microsoft Exchange is compatible with different devices such as desktop computers, smartphones or tablets. It's also compatible with all major mobile platforms such as Apple iOS, Blackberry OS, Google Android as well as Microsoft Windows Mobile.Since integration of mobile devices and MS Exchange has become a necessity due to its popularity among customers it has been upgraded constantly in order to meet requirements of new mobile operating systems. Even though it was originally designed for desktops only, it has been upgraded since then to be able to function well with other mobile platforms as well.Microsoft Exchange has been around for almost 20 years now. It was first released in 1996 and it was called the Internet Mail Service (also known as Cairo. However, since then it has changed dramatically in order to meet the needs of modern users.It can be concluded that Microsoft Exchange offers great benefits for companies as well as individual users who want to communicate with cpleagues, friends or family members through email or social media applications such as Facebook or Twitter.It integrates seamlessly with Microsoft Outlook which can be downloaded free of charge from the internet in order to use its features without any difficulties whatsoever.

The process to integrate Agile CRM and Microsoft Exchange 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.