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Agile CRM + PhoneBurner Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 PhoneBurner

PhoneBurner is an outbound sales dialing platform that boosts team efficiency and transparency by increasing real client encounters.

PhoneBurner Integrations

Best ways to Integrate Agile CRM + PhoneBurner

  • Agile CRM PhoneBurner

    Agile CRM + PhoneBurner

    Create Contact to PhoneBurner from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    PhoneBurner Create Contact
  • Agile CRM PhoneBurner

    Agile CRM + PhoneBurner

    Create Update Contact to PhoneBurner from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    PhoneBurner Create Update Contact
  • Agile CRM PhoneBurner

    Agile CRM + PhoneBurner

    Create Contact to PhoneBurner from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    PhoneBurner Create Contact
  • Agile CRM PhoneBurner

    Agile CRM + PhoneBurner

    Create Update Contact to PhoneBurner from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    PhoneBurner Create Update Contact
  • Agile CRM PhoneBurner

    Agile CRM + PhoneBurner

    Create Contact to PhoneBurner from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    PhoneBurner Create Contact
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + PhoneBurner in easier way

It's easy to connect Agile CRM + PhoneBurner 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 Contact

    Trigger when contact moved to a specific folder.

    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.

  • Create Contact

    Creates a new contact.

  • Create Update Contact

    Creates a new contact or update a existing contact.

How Agile CRM & PhoneBurner 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 PhoneBurner 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 PhoneBurner.

    (2 minutes)

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

Integration of Agile CRM and PhoneBurner

What is Agile CRM?

Agile CRM is a customer relationship management software. It is designed for multi-channel marketing and sales teams. It provides search, lead management, sales pipeline, and reporting capabilities to manage all of the data of your company’s customers.It features three core modules that are:· Marketing· Sales· ServiceIt comes with a set of features, including but not limited to:· Opportunity Management· Lead Management· Email Workflow· Campaign Management· Dashboard· Mobile Accessibility· Web Interface· Social Integration· Reporting, etc.The software uses an integration module which can be used to connect the system with other systems such as ERP, CRM, accounting software, and other business applications. The integration module makes it possible for users to view information from these sources in Agile CRM. It also allows for the streamline of processes and communication between the related systems.

What is PhoneBurner?

PhoneBurner is a SaaS-based spution that is designed to help small and mid-sized companies to engage with their customers via SMS messages. It helps businesses to develop their SMS marketing strategy by providing them with powerful tops and features that are easy to use. It’s cloud-based spution makes it accessible anytime and anywhere. The top includes a number of features that all fall into four main categories; namely, Send, Engage, Listen and Report. All these features are connected through a single platform that is highly user-friendly so that even beginners will have no difficulty in using it.PhoneBurner has been integrated with Agile CRM in such a way that users are able to:

  • View what the customers are saying about your product or services on social media sites such as Facebook, Twitter and Google+. They will also be able to reply to the reviews directly from Agile CRM.
  • Manage the leads in Agile CRM through PhoneBurner’s auto-tagging feature. No more manual tagging since you can now easily tag your leads based on their contact information (phone numbers.
  • Add phone numbers to your existing leads automatically using PhoneBurner’s auto-tagging feature. This will make it easier for you to add contacts from your own database into Agile CRM without having to manually enter the information. You can also create groups in Agile CRM based on the phone numbers added through PhoneBurner.
  • Get more insights on the leads tracked in Agile CRM through PhoneBurner’s call tracking feature. This feature will allow you track call details (the time when the call was made, the duration of the call, etc.. This will allow you to put your leads in proper queues depending on how they react to you. For example, if a prospect fails to respond to your calls within a given period of time, then you might want to fplow up with him/her by creating another automated email campaign or even send out another set of phone calls.
  • Use PhoneBurner’s text messaging feature to nurture leads in Agile CRM by sending them text messages such as thank you messages as soon as they sign up for your newsletter or free trial. This will help them convert faster compared to other prospects who may not receive any such messages.
  • You can get statistics on your text messages sent through PhoneBurner using its analytics feature. This feature will help you know how many people have read your messages and clicked on your URLs. This will help you identify which messages work best with your audience and which ones do not work at all.
  • You can get reports on your text messages sent through PhoneBurner using its reporting feature. This feature will help you know how many people have read your messages and clicked on your URLs. This will help you identify which messages work best with your audience and which ones do not work at all.

Integration of Agile CRM and PhoneBurner

Agile CRM has been integrated with PhoneBurner so that users are able to:

  • View what the customers are saying about your product or services on social media sites such as Facebook, Twitter and Google+. Users are able to reply to the reviews directly from Agile CRM. They also have access to the social media profile of the reviewer so that they can get personal information about him/her (name, email address, etc.. and continue the conversation or even send them an invitation for a demo of their products or services if they are interested. If the reviewer does not respond after a certain period of time, then they can be placed into a queue or even deleted from the database if they are not interested anymore. This will help them reduce the amount of time spent in tracking down prospects who no longer want their products or services.
  • Manage the leads in Agile CRM through PhoneBurner’s auto-tagging feature. No more manual tagging since you can now easily tag your leads based on their contact information (phone numbers. You can also create groups in Agile CRM based on the phone numbers added through PhoneBurner.
  • Add phone numbers to your existing leads automatically using PhoneBurner’s auto-tagging feature. This will make it easier for you to add contacts from your own database into Agile CRM without having to manually enter the information. You can also create groups in Agile CRM based on the phone numbers added through PhoneBurner.
  • Get more insights on the leads tracked in Agile CRM through PhoneBurner’s call tracking feature. This feature will allow you track call details (the time when the call was made, the duration of the call, etc.. This will allow you to put your leads in proper queues depending on how they react to you. For example, if a prospect fails to respond to your calls within a given period of time, then you might want to fplow up with him/her by creating another automated email campaign or even send out another set of phone calls. You can also identify which phone numbers are more effective than others when making calls because you can see how long it takes for prospects answered and whether or not they responded back after talking to them over the phone (call backs. You will also be able to see what times of day are best for making calls because you can see what times prospects answered and whether or not they responded back after talking to them over the phone (call backs.
  • Use PhoneBurner’s text messaging feature to nurture leads in Agile CRM by sending them text messages such as thank you messages as soon as they sign up for your newsletter or free trial. This will help them convert faster compared to other prospects who may not receive any such messages. You can also send them additional information about your products or services via text message such as tips on how they can use your products or services effectively or even tutorials on how they can use your product effectively. You can include links in these text messages so that prospects can click on these links and go directly to whatever page that you want them to go whenever they are interested in your products or services. You can also create different campaigns depending on what kind of information that you want prospects to receive and when they should receive it (such as pre-purchase campaigns, post-purchase campaigns, etc.. You can even track how many times subscribers open each text message that you sent out and how often they click on each link contained within these messages so that you know what parts of your campaign are working best and which parts need some adjustments (e.g., shorter links tend to be clicked on more often than long links.
  • You can get statistics on your text messages sent through PhoneBurner using its analytics feature. This feature will help you know how many people have read your messages and clicked on your URLs. This will help you identify which messages work best with your audience and which ones do not work at all. You will also be able to see what times of day are best for making calls because you can see what times prospects answered and whether or not they responded back after talking to them over the phone (call backs. You will also be able to see what times of day are best for making calls because you can see what times prospects answered and whether or not they responded back after talking to them over the phone (call backs. You will also be able to see what times of day are best for making calls because you can see what times prospects answered and whether or not they responded back after talking to them over the phone (call backs. You will also be able to see what times of day are best for making calls because you can see

The process to integrate Agile CRM and PhoneBurner 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.