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Agile CRM + monday.com Integrations

Syncing Agile CRM with monday.com is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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 monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations

Best ways to Integrate Agile CRM + monday.com

  • Agile CRM Slack

    Agile CRM + Slack

    Receive message in a Slack channel for every changing deal milestone in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Changing Any Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Slack is one of the most recognized team communication platforms that bring all your communication together in one place. So, make better use of your Slack Channel by integrating it with Agile CRM. Once this integration has been set up, whenever a deal milestone is changed in Agile CRM, we will send a quick message in a slack channel of your choice. This integration keeps your team informed in real time for rapid action.
    How This Integration Works
    • Whenever a deal milestone is changed in Agile CRM
    • This Connect sends a quick message in a slack channel of your choice
    What Is Needed For Integration
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Receive Email on Gmail for Every Changing Deal in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Changing Any Deal Milestone
     
    Then do this...
    Gmail Send Email
    Share every new development within your Agile CRM with your team and keep them on the same page. After setting up this integration, Appy Pie Connect instantly sends an email to the Gmail account whenever a deal is changed in Agile CRM. You don’t need coding or programming skills, just follow our simple instructions and set-up this integration in minutes.
    How this Gmail-Agile CRM integration works
    • A deal is changed in Agile CRM
    • Appy Pie Connect sends Gmail email to everyone associated with Agile CRM
    What is Needed for This Integration
    • An Agile CRM account
    • A Gmail account
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

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

It's easy to connect Agile CRM + monday.com 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.

  • New Item

    Triggers when a new item is created on all boards.

    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.

How Agile CRM & monday.com 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 monday.com 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 monday.com.

    (2 minutes)

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

Integration of Agile CRM and monday.com

Agile CRM is a cloud based customer relationship management system that offers a wide range of flexible features to help businesses manage their customers. monday.com is a web based project management application that aims to help teams, clients and projects work together effectively.

In the fplowing paragraphs we will look at how these two programs work together to improve business operations. Then we will look at some of the benefits of combining monday.com and Agile CRM and finally we will look at some of the risks and limitations of using the two applications together.

Integration of Agile CRM and monday.com

Integrating Agile CRM and monday.com allows businesses to tie together their customer facing and back office processes such as sales, marketing, support and accounting. This integration helps make all areas of the business run more effectively and efficiently.

With Agile CRM and monday.com integrated, Agile CRM can be used to automate many of the day-to-day tasks related to managing customers and projects, such as:

Creating and updating customer contact records

Creating and updating project records for clients and teams

Sending updates about projects and clients to contacts

Automatically adding project team members to new customer accounts as they join

Sending project status reports to contacts as projects progress

Automatically adding new contacts as they sign up for a product or service

Automatically adding new contacts as they reply to emails or phone calls from the business

Sending updates about upcoming project deadlines or changes in product availability to customers as appropriate

Allowing team members to log time spent on projects and clients and submit time sheets directly from within Agile CRM

Benefits of Integration of Agile CRM and monday.com

There are many benefits that businesses can realize by using Agile CRM and monday.com together including:

Improved efficiency. Automating the tasks related to the management of customers and projects allows businesses to free up resources like developers, managers and accountants who can then focus on higher value activities such as creating new products, managing people or performing analytics. Through integration, Agile CRM can also be used to send automatic reminders about upcoming meetings or deadlines, which frees up staff members to focus on more important tasks rather than constantly having to chase people for information. By centralizing all customer and project data into one place, it also becomes easier to see what is going on across the company at any given time. This real-time visibility into the health of every aspect of the business can help managers make better strategic decisions, such as deciding when it makes sense to outsource a project to another department, which might reduce overhead costs or give the company extra capacity. Businesses can also save money by integrating Agile CRM with monday.com because both systems are offered on subscription based software as a service (SaaS. models rather than requiring companies to purchase licenses or install software. In addition, since both systems are cloud based, organizations do not have to pay for expensive hardware infrastructure to run them. Instead, everything runs in a centralized server in a secure virtual environment hosted in a data center. Lastly, if you want to add new features to either system, you can simply subscribe to them from within your existing account or through a separate add-on subscription.

The process to integrate Agile CRM and monday.com 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.