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Agile CRM + moonclerk Integrations

Syncing Agile CRM with moonclerk 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 moonclerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

moonclerk Integrations

Best ways to Integrate Agile CRM + moonclerk

  • 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 + moonclerk in easier way

It's easy to connect Agile CRM + moonclerk 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 Payment

    Triggers when a payment has been made on MoonClerk.

  • New Recurring Plan

    Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.

    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 & moonclerk 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 moonclerk 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 moonclerk.

    (2 minutes)

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

Integration of Agile CRM and moonclerk

Agile CRM?

Agile CRM is a Business system that was created by Eric Lefkovsky and his team in the year of 2000. It was used for managing sales, marketing, and customer service. The company was bought by Salesforce.com in 2009.

moonclerk?

Moonclerk is an application that can be integrated to Agile CRM. Moonclerk is an application that works as a full-service CRM system.

Integration of Agile CRM and moonclerk

When you integrate your Agile CRM with moonclerk, you can do many things like running reports, sending emails, and even creating new applications. It all depends on what you want to do with it. You can even set up your own custom fields to be used with your moonclerk account. Not only will it help you to be able to run reports; you will also be able to export them into Excel spreadsheets. If you are looking for something that will help you to be able to see how well your clients are doing then this is the way to go!

Benefits of Integration of Agile CRM and moonclerk

If you look at the benefits of moonclerk integration, you will see that it offers many different kinds of things. Not only does it offer different kinds of services but it also offers different kinds of benefits like productivity, efficiency, and cost savings. You can run reports on your customers easily, which means that you will be able to see how much money they have spent on their products or services. You can also see what kind of promotions have worked for them in the past, which will help you to create better campaigns in the future.

Without integration of Agile CRM and moonclerk, there would not really be anything for business owners to use. They would have no way of being able to see how their customers are doing or what kind of results they are getting from their campaigns. With this kind of information, businesses can learn so much about what they are doing correctly and what they are doing wrong. Nowadays, every business has to use these kinds of programs because people expect them to have them. This is why businesses need to work with companies that specialize in this kind of thing.

The process to integrate Agile CRM and moonclerk 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.