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Integrate Agile CRM with Pendo

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

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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 Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

Pendo Integrations

Best ways to Integrate Agile CRM + Pendo

  • Agile CRM Integration Agile CRM Integration

    Pendo + Agile CRM

    Add Score to Contact in Agile CRM when New Visitor is created in Pendo Read More...
    Close
    When this happens...
    Agile CRM Integration New Visitor
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Agile CRM Integration Agile CRM Integration

    Pendo + Agile CRM

    Add Event in Agile CRM when New Visitor is created in Pendo Read More...
    Close
    When this happens...
    Agile CRM Integration New Visitor
     
    Then do this...
    Agile CRM Integration Add Event
  • Agile CRM Integration Agile CRM Integration

    Pendo + Agile CRM

    Create Company to Agile CRM from New Visitor in Pendo Read More...
    Close
    When this happens...
    Agile CRM Integration New Visitor
     
    Then do this...
    Agile CRM Integration Create Company
  • Agile CRM Integration Agile CRM Integration

    Pendo + Agile CRM

    Create or Update Contact to Agile CRM from New Visitor in Pendo Read More...
    Close
    When this happens...
    Agile CRM Integration New Visitor
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Agile CRM Integration Agile CRM Integration

    Pendo + Agile CRM

    Create Deal to Agile CRM from New Visitor in Pendo Read More...
    Close
    When this happens...
    Agile CRM Integration New Visitor
     
    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 + Pendo in easier way

It's easy to connect Agile CRM + Pendo 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.

  • New Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

    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 & Pendo 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 Pendo 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 Pendo.

    (2 minutes)

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

Integration of Agile CRM and Pendo

Agile CRM and Pendo are two different software applications that allow users to manage their customer relationship management (CRM. While Agile CRM is a cloud-based service, Pendo is an on-premise application. Both the software applications help users to manage their CRM efficiently. Integration of these two applications allows users to perform CRM tasks easily.

In this section, we will discuss about the integration of Agile CRM and Pendo. While Agile CRM is a cloud-based, it does not have all the features of Pendo, which is an on-premise software. However, if both the software applications are integrated together, we can benefit from the features provided by both the applications.

Integration of Agile CRM and Pendo

Pendo has features such as auto-population and reporting, which are not present in Agile CRM. On the other hand, Agile CRM has features such as dashboards and filters, which are not present in Pendo. Hence, it is important to integrate both the software applications together so that we can enjoy the benefits of both the applications.

Benefits of Integration of Agile CRM and Pendo

If both the software applications are integrated together, we can enjoy the fplowing benefits:

The integration of Agile CRM with Pendo allows us to share information between the two applications easily. In addition to this, we can also access more reports and graphs of the data. The integration of Agile CRM with Pendo helps in eliminating duplicated data entry and thus leads to reduced time and effort spent on data entry. This also helps in reducing data entry error. We can also view missed opportunities in one place by integrating Agile CRM with Pendo. This allows us to take appropriate action for improving sales. The integration of Agile CRM with Pendo helps in tracking the progress of sales team as well as marketing team. This makes it convenient for us to track progress of sales and marketing teams quickly. We can also view graphical representation of sales pipeline with integration of Agile CRM with Pendo. We can see details of leads in real time by integrating Agile CRM with Pendo. With the integration of Agile CRM with Pendo, we can view all the information related to customers in one place only. This saves our time and effort while viewing customer information. The integration of Agile CRM with Pendo allows us to use more than one platform at a time. It helps us to accomplish tasks faster as well as accurately by integrating both the software applications together. We can also send emails to different teams with the help of integration of Agile CRM with Pendo. This helps us to save our time and efforts while sending emails to different teams. Integration of both the software applications gives us an opportunity to get instant customer feedbacks by integrating both the software applications together. For example, if a customer does not like any feature or benefits offered by our company, then he/she may not hesitate to give us feedback through emails or comments. In such cases, we need to get immediate response from our team and integrate Agile CRM with Pendo can help us to do so. The integration of Agile CRM with Pendo provides us an opportunity to save our time and efforts by automating tasks. This integration helps us to take care of day-to-day customer routine tasks without any interruption. With integration of Agile CRM with Pendo, we can analyze data in different ways by performing various calculations and comparing data sets generated by these two software applications. This integration helps us in understanding customer behavior and hence acting accordingly.

To conclude, we can say that integration of both the software applications together is useful for companies because it enhances sales performance, customer service quality, and profitability of a company.

The process to integrate Agile CRM and Pendo 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.