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.
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 IntegrationsIt's easy to connect Agile CRM + Paddle 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.
Trigger when new payment made.
Trigger when new transaction is coming.
Trigger when new user created.
Trigger when One-off purchases new order processing completed. Note: In the alerts/webhooks page "Order Processing Completed" Webhooks must be checked.
Trigger when new One-off purchases payment refunded. Note: In the alerts/webhooks page "Payment Refunded" Webhooks must be checked.
Trigger when new subscription cancelled. Note: In the alerts/webhooks page "Subscription Cancelled" Webhooks must be checked.
Trigger when new subscription created. Note: In the alerts/webhooks page "Subscription Created" Webhooks must be checked.
Trigger when new subscription payment failed. Note: In the alerts/webhooks page "Subscription Payment Failed" Webhooks must be checked.
Trigger when new subscription payment refunded. Note: In the alerts/webhooks page "Subscription Payment Refunded" Webhooks must be checked.
Trigger when new subscription payment success. Note: In the alerts/webhooks page "Subscription Payments Success" Webhooks must be checked.
Trigger when new subscription updated. Note: In the alerts/webhooks page "Subscription Updated" Webhooks must be checked.
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.
Create a new coupon for the given product or a checkout.
Create a new subscription billing plan with the supplied parameters.
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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 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 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.
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.