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.
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
pipelinedeals IntegrationsAgile CRM + pipelinedeals
Create Company to pipeline deals from New Ticket in Agile CRM Read More...Agile CRM + pipelinedeals
Create Task to pipeline deals from New Ticket in Agile CRM Read More...Agile CRM + pipelinedeals
Update Company in pipeline deals when New Ticket is created in Agile CRM Read More...Agile CRM + pipelinedeals
Create Person to pipeline deals from New Ticket in Agile CRM Read More...Agile CRM + pipelinedeals
Create Deal to pipeline deals from New Ticket in Agile CRM Read More...It's easy to connect Agile CRM + pipelinedeals 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 deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
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.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
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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 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.