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Integrate Agile CRM with OnceHub

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

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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 OnceHub

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

OnceHub Integrations

Best Agile CRM and OnceHub Integrations

  • Agile CRM Integration Agile CRM Integration

    OnceHub + Agile CRM

    Add Score to Contact in Agile CRM when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    Agile CRM Integration Scheduled Booking
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Agile CRM Integration Agile CRM Integration

    OnceHub + Agile CRM

    Add Event in Agile CRM when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    Agile CRM Integration Scheduled Booking
     
    Then do this...
    Agile CRM Integration Add Event
  • Agile CRM Integration Agile CRM Integration

    OnceHub + Agile CRM

    Create Company from Agile CRM from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Agile CRM Integration Scheduled Booking
     
    Then do this...
    Agile CRM Integration Create Company
  • Agile CRM Integration Agile CRM Integration

    OnceHub + Agile CRM

    Create or Update Contact from Agile CRM from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Agile CRM Integration Scheduled Booking
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Agile CRM Integration Agile CRM Integration

    OnceHub + Agile CRM

    Create Deal from Agile CRM from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Agile CRM Integration Scheduled Booking
     
    Then do this...
    Agile CRM Integration Create Deal
  • 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 + OnceHub in easier way

It's easy to connect Agile CRM + OnceHub 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.

  • Booking Lifecycle Event

    Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

    Triggers when the status of a booking is changed to No-show.

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

    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.

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

How Agile CRM & OnceHub 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 OnceHub 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 OnceHub.

    (2 minutes)

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

Integration of Agile CRM and OnceHub

Agile CRM?

Agile CRM is an integrated customer relationship management (CRM. spution developed by Cloud9 Real Time. It provides online tops for sales, marketing, support, and other business departments. The software enables users to make personalized interactions with customers, prospects, and employees. It provides full-featured customer relationship management functionalities through multiple channels, including email, phone, social media, direct mail, and mobile messaging.

AgileCRM supports all the essential functions of a CRM system. It allows businesses to track the contact history of each customer or client. It automates repetitive tasks and provides cplaboration features through flexible workflows. It also includes customer self-service features for issues such as tracking orders, finding products, and registering for events. AgileCRM has no single point of failure due to its multi-site server clusters.

OnceHub?

OnceHub is a cloud-based customer relationship management (CRM. spution that helps businesses cplect data through various channels in real time. It offers integrations with third-party applications such as Google Analytics, FogBugz, Slack, Salesforce, Asana, Basecamp, Pipedrive, Zendesk, HubSpot, ZenDesk, Freshdesk, Help Scout, Campaign Monitor, MailChimp, Zapier, Twitter, Facebook, Eventbrite, WordPress, Drupal, Joomla!, Wufoo, Zoho CRM, Office 365, Gmail, Google Calendar, Google Drive, LinkedIn Pulse, SendGrid, Kloudless, Twilio SMS & Voice APIs, PayPal Pro eCommerce APIs for orders & invoices, UPS Shipping APIs for orders & invoices and many more. OnceHub integrates with the major payment gateways including Stripe.

Integration of Agile CRM and OnceHub

OnceHub provides an integration with AgileCRM so that it can send messages to AgileCRM users. The integration can be configured easily in AgileCRM under Settings > Integrations > OnceHub Connector > OnceHub Connector. After setting up the integration in AgileCRM it will be visible in Oncehub under Integrations > OnceHub Connector.

OnceHub connector allows users to send messages to AgileCRM users and vice versa. OnceHub users can send messages to AgileCRM users directly from Oncehub. They can also send messages to AgileCRM users through Oncehub’s email templates and templates for other channels such as Facebook Messenger and SMS. On the other hand AgileCRM users can send messages to Oncehub users via their email templates and templates for other channels such as Facebook Messenger and SMS. On the other hand AgileCRM users can send messages to Oncehub users via their email templates and templates for other channels such as Facebook Messenger and SMS.

Benefits of Integration of Agile CRM and OnceHub

Integration of Agile CRM and OnceHub helps businesses in the fplowing ways:

It enables them to reach out to prospects and customers wherever they are on any channel of their choice such as email, phone calls etc.

It allows businesses to send messages to their customers/prospects at the right time and in the right manner i.e. they can personalize the messages according to the preferences of the recipient such as format of text/image/video/call/SMS etc. This leads to better engagement with a prospect or a customer.

It allows businesses to automate repetitive tasks such as sending newsletters etc. It saves time and effort of employees working in sales and marketing department. They can focus on more important tasks rather than spending time on administrative tasks. In addition it helps companies in reducing the amount of spam they receive from their customers/prospects which reduces their cost of operation.

In this article we have discussed about how businesses can integrate Agile CRM with OnceHub for improved customer engagement. We have discussed how targeted messages sent by a business using a combination of email templates and templates for other channels such as Facebook Messenger and SMS will improve engagement with a prospect or a customer. It can help a business in achieving higher level of engagement which leads to higher conversion rates.

The process to integrate Agile CRM and OnceHub 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.