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.
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.PDFMonkey Integrations
Agile CRM + PDFMonkeyFind Document in PDFMonkey when New Ticket is created in Agile CRM Read More...
Agile CRM + PDFMonkeyGenerate Document in PDFMonkey when New Ticket is created in Agile CRM Read More...
Agile CRM + PDFMonkeyFind Document in PDFMonkey when New Contact is created in Agile CRM Read More...
Agile CRM + PDFMonkeyGenerate Document in PDFMonkey when New Contact is created in Agile CRM Read More...
Agile CRM + PDFMonkeyFind Document in PDFMonkey when New Event is created in Agile CRM Read More...
It's easy to connect Agile CRM + PDFMonkey 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 document's generation is complete and successful.
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.
Find a document in PDFMonkey.
Generate a new document
IV. ReferencesAgile CRM is a web-based software application that provides a single platform for managing customer information, marketing campaigns, and sales activities through an easy-to-use interface. It was created by the Danish company, Agile in 2008, and has been available in both free and paid versions since then. It also has a mobile app version. In 2014, the company launched the latest version, Agile 4.0.
PDFMonkey is another web-based application that is used to create documents, reports, invoices, and other items. It is a software as a service (SaaS. product that allows users to work at their own pace. It was launched by the British company PDFfiller in 2010 and has been growing ever since. The company offers basic accounts for free as well as more advanced paid accounts.
The integration of these two applications will allow an organization to view a single dashboard of client data for improved productivity. The integration will also allow them to work from either PDFMonkey or Agile CRM and still have access to the same information. This makes it easier to share information between employees who are working on the accounts from different locations.
Integrating the software sputions is designed to help companies manage client information in a single dashboard from either of the software applications. In addition, it will allow users to work with information that is stored in either of the systems from either application. This will improve efficiency by eliminating the need to switch between applications when working on multiple tasks related to the same client.
The benefits of this integration include:
The process to integrate Agile CRM and PDFMonkey 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.