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.
Miro is an online collaborative whiteboard tool that allows dispersed teams to collaborate efficiently on everything from brainstorming to planning and monitoring agile workflows.
It's easy to connect Agile CRM + Miro without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a new board.
Agile CRM is a revputionary CRM software available to all organizations. It is an open source software that has been developed by the Agile Web Development, Inc. It enables the users to manage their contacts, customers, and prospects easily. The software is designed in such a way that it can be used by everyone irrespective of the organization’s size. The software is customizable and can be used according to the requirement of the user. It can be used to manage any business process and can be customized as per the needs of the user.
Miro is an open source video player that is also known as Miro Media Center. It was developed by the Miro Project and is considered as one of the best video players available in the market. The software can play any type of video file on different platforms in an effective manner. It offers a number of features such as auto-detect video format, play video from any website, download videos, etc. The software is easy to use and comes with a clean interface that does not consume much space on the computer. It can be used to watch videos offline and can store videos on the computer itself.
There are many ways through which Agile CRM and Miro can be integrated with each other. The steps invpved in integrating these two software are described below:
Step 1. Download Miro Player
The first step required to integrate Agile CRM and Miro is to download Miro Player. Downloading this player will enable you to view videos offline and also enable you to play different types of videos. You can download Miro Player by visiting its official website. You need to fplow various instructions on the website to download the player. After downloading the player, you can start using it for viewing videos. However, you need to install it on your computer before using it for playing videos.
Step 2. Install Agile CRM
After downloading Miro Player, you need to install Agile CRM. You can download Agile CRM from its official website. You need to run the installer by double clicking it after downloading it. The installation wizard will guide you through the entire process of installing Agile CRM on your computer. Once installed, you can start using Agile CRM for managing your customers, contacts and prospects.
Step 3. Integrate Agile CRM with Miro Player
Integration between Agile CRM and Miro Player is the final step required to integrate these two software. There are two ways through which you can integrate these two software. These methods are described below:
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