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Agile CRM + pipelinedeals Integrations

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

  • No code
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  • 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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Agile CRM + pipelinedeals

  • Agile CRM pipelinedeals

    Agile CRM + pipelinedeals

    Create Company to pipeline deals from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    pipelinedeals Create Company
  • Agile CRM pipelinedeals

    Agile CRM + pipelinedeals

    Create Task to pipeline deals from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    pipelinedeals Create Task
  • Agile CRM pipelinedeals

    Agile CRM + pipelinedeals

    Update Company in pipeline deals when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    pipelinedeals Update Company
  • Agile CRM pipelinedeals

    Agile CRM + pipelinedeals

    Create Person to pipeline deals from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    pipelinedeals Create Person
  • Agile CRM pipelinedeals

    Agile CRM + pipelinedeals

    Create Deal to pipeline deals from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    pipelinedeals Create Deal
  • 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 + pipelinedeals in easier way

It's easy to connect Agile CRM + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Agile CRM & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Agile CRM and pipelinedeals

Agile CRM

pipelinedeals

Integration of Agile CRM and pipelinedeals

Benefits of Integration of Agile CRM and pipelinedeals

Agile CRM

Agile CRM is a server based application that is used for storing and managing customer related data. It is designed to store structured and unstructured data, information and files from any source like emails, webpages, documents, text messages, chats etc. It also supports multilingual environment. It has a user friendly interface that allows its users to manage their customer related activities easily and quickly. It facilitates quick action by providing various pre-defined dashboards that are displayed in the front end of the application. It also provides various reports and charting facility which facilitates its users to take quick action on required issues. The application also offers various functionalities like email services, calendar service, directories services, blogs and wikis etc. It is highly scalable and can be upgraded easily at any time.

pipelinedeals

Pipelinedeals is an online system that is used to provide customers with a number of benefits related to their purchase. These kind of systems are generally used by companies to provide their customers with discount coupons, coupons, discounts, offers etc. Pipelinedeals also provides many other benefits such as personalization of pages, customization of the products by adding them to the shopping cart, gift basket creation etc. Pipelinedeals also provides multi-language support and secure payment options.

The process to integrate Agile CRM and pipelinedeals 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.