Agile CRM + Paddle Integrations
Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Paddle
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- Lightning Fast Setup
10 Million man hours saved
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 Paddle
Paddle is a revenue delivery platform that assists B2B and B2C SaaS firms in increasing worldwide conversions, reducing churn, remaining compliant, and scaling up quickly.
Paddle IntegrationsBest ways to Integrate Agile CRM + Paddle
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When this happens...
New Ticket
Then do this...
Create Subscription
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When this happens...
New Ticket
Then do this...
Create Coupon
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When this happens...
New Contact
Then do this...
Create Subscription
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When this happens...
New Contact
Then do this...
Create Coupon
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When this happens...
New Event
Then do this...
Create Subscription
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Agile CRM + Paddle without coding knowledge. Start creating your own business flow.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New Payment
Trigger when new payment made.
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New Transaction
Trigger when new transaction is coming.
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New User
Trigger when new user created.
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Order Processing Completed
Trigger when One-off purchases new order processing completed. Note: In the alerts/webhooks page "Order Processing Completed" Webhooks must be checked.
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Payment Refunded
Trigger when new One-off purchases payment refunded. Note: In the alerts/webhooks page "Payment Refunded" Webhooks must be checked.
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Subscription Cancelled
Trigger when new subscription cancelled. Note: In the alerts/webhooks page "Subscription Cancelled" Webhooks must be checked.
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Subscription Created
Trigger when new subscription created. Note: In the alerts/webhooks page "Subscription Created" Webhooks must be checked.
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Subscription Payment Failed
Trigger when new subscription payment failed. Note: In the alerts/webhooks page "Subscription Payment Failed" Webhooks must be checked.
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Subscription Payment Refunded
Trigger when new subscription payment refunded. Note: In the alerts/webhooks page "Subscription Payment Refunded" Webhooks must be checked.
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Subscription Payment Success
Trigger when new subscription payment success. Note: In the alerts/webhooks page "Subscription Payments Success" Webhooks must be checked.
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Subscription Updated
Trigger when new subscription updated. Note: In the alerts/webhooks page "Subscription Updated" Webhooks must be checked.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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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.
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Update Company
Update a Company.
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Create Coupon
Create a new coupon for the given product or a checkout.
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Create Subscription
Create a new subscription billing plan with the supplied parameters.
How Agile CRM & Paddle Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Paddle as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to Paddle.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Agile CRM and Paddle
Agile CRM
Agile CRM is a simple, easy to use and powerful online customer relationship management product. It was developed by Open Market Inc. and it provides all the necessary tops for managing your customers and leads. You can create and store contacts, manage your contacts’ data, generate reports on them and integrate your marketing and sales activities with Agile CRM.
Paddle
Paddle is an online Software as a Service that allows you to build websites, promote your business and sell products online in minutes. It does not require any programming skills or expert knowledge of website building. Paddle facilitates creation of professional web applications for small businesses and freelancers. The platform provides with all the necessary tops to create applications without any prior experience, making the process of development easy and fast.
Integration of Agile CRM and Paddle
Integration of Agile CRM and Paddle will allow you to create an application that will be a great top for your company’s employees to improve their productivity, efficiency and effectiveness while working remotely. By using AgileCRM-Paddle integration you will be able to keep track of each customer’s activity – whenever they visited or placed an order – and be able to send timely notifications about products they are interested in, new offers and invitations to events organized by your company.
When Agile CRM is integrated with Paddle, you will be able to enable your customers to order products from your e-store directly from within the CRM system. After receiving an order from your client, you will be able to process it through Paddle as well. Thus, all the stages of order fulfillment will be managed in one place. In addition, you will be able to create reports on orders processing, including information about the time it took to process an order and which stage took more time than others, etc., which will provide you with an opportunity to improve your business processes.
The integration of Agile CRM with Paddle will also allow you to sync the data stored in one system with the other. This feature will help you manage your customer database in one place, instead of using two different systems for this purpose. As a result, you will be able to save money and reduce human errors, since there will be no need to manually update some information in two systems. You will also save time since you won’t have to navigate between two different programs while looking for some information or performing some actions related to your contacts or leads.
Benefits of Integration of Agile CRM and Paddle
By integrating Agile CRM and Paddle, you are going to have access to all the information about your leads, prospects and customers in one place, which will help you manage leads better and improve lead generation activities. Your sales reps will receive instant notifications about new opportunities from their leads via Paddle, so they can respond quickly to lead fplow-ups. Notifications about new orders from customers will also arrive instantly in Agile CRM via Paddle, so that your sales reps can start working immediately after receiving an order.
Your sales reps will be able to accept new leads’ requests right from within Agile CRM – when a lead submits a request in Paddle, a notification about this request appears right in Agile CRM’s inbox of the user who has been assigned this lead, so that he can respond immediately if he is interested in this prospect or not. In addition, by using Agile CRM-Paddle integration your sales reps will be able to mark whether they have responded to this request at once or not, so that you can easily fplow up on such tasks. You can ask them to create a task in Agile CRM related to this request or reply later if it is not urgent for now – for example, when they have already reached their daily quota of activities or if they just don’t have enough information about this prospect at the moment. They can even suggest that you call this lead back to fplow up on his interest in the product – this way you won’t miss any potential prospects as well as chances for closing deals faster with your existing clients.
The process to integrate Agile CRM and Paddle 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.
