We'll send you an email when the integration is ready and keep you informed on all the latest Connect updates.
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.
MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.moonclerk Integrations
Agile CRM + SlackReceive message in a Slack channel for every changing deal milestone in Agile CRM Read More...
It's easy to connect Agile CRM + moonclerk 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.
Triggers when a payment has been made on MoonClerk.
Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.
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.
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 is an application that can be integrated to Agile CRM. Moonclerk is an application that works as a full-service CRM system.
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!
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.