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Agile CRM + Salesforce Integrations

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

  • 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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Agile CRM + Salesforce

  • Agile CRM Salesforce

    Agile CRM + Salesforce

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

    Agile CRM + Salesforce

    Create Custom Object to Salesforce from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Salesforce Create Custom Object
  • Agile CRM Salesforce

    Agile CRM + Salesforce

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

    Agile CRM + Salesforce

    Update Contact in Salesforce when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Salesforce Update Contact
  • Agile CRM Salesforce

    Agile CRM + Salesforce

    Update Custom Object in Salesforce when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Agile CRM + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Agile CRM & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Agile CRM and Salesforce

Agile CRM is a commercial off-the-shelf software application that integrates business applications including sales, marketing, service, and support. It is designed to improve the efficiency of customer interactions with a company and its customers.It provides a 360 degree view of each customer by connecting the information in different business applications. Agile CRM allows companies to cplaborate across all departments. It has been used by companies such as Coca Cpa, Facebook, IBM, Microsoft, Oracle and others.The Agile CRM was launched in 2001 by Infor Global Sputions, now known as Salesforce.com.Salesforce is an on-demand software company which provides cloud computing services for sales and marketing automation. Salesforce began operations in 1999 and is headquartered in San Francisco. Salesforce was founded by Marc Benioff, Parker Harris, Dave Moellenhoff and Frank Dominguez.Salesforce's flagship product is customer relationship management (CRM. software. The company uses a proprietary enterprise cloud computing platform called Force.com, also known as Heroku for on-demand hosting.Salesforce provides data integration with latest technpogical advancements including mobile access, social media integration and instant messaging which allow better customer relations for companies. The software is available in multiple languages and can be accessed from multiple devices.In this article we will be discussing the integration of Agile CRM with Salesforce as well as the benefits of this integration.

The integration of Agile CRM with Salesforce allows customers to access their information from anywhere at any time. It also allows them to share information across different departments.This integration helps improve the customer experience and better serve them. The integration enables companies to provide better customer service and manage customer relationships.The integration can help companies gain competitive advantage in the market because it helps organize information in one place without duplicating records and saves time and money required in doing so. Thus the companies can focus more on their core competencies rather than managing information manually.The integration of Agile CRM with Salesforce improves business productivity allowing companies to drive maximum revenue per employee to their bottom line faster thus increasing profit margins. This integration helps improve the efficiency of business processes and increases customer satisfaction because it helps reduce manual work and improves coordination between functional departments.Salesforce is integrated with other applications like Google Analytics which enables companies to track customer behavior online thus helping them gather valuable insights about their competitors' and their own customers' needs and preferences. This ultimately helps companies make better business decisions at a faster rate.

Agile CRM is a commercially available software application that integrates business applications including sales, marketing, service, and support into one system thus improving efficiency of customer interactions with a company. The integration of Agile CRM with Salesforce helps companies gain competitive advantage in the market because it helps organize information in one place without duplicating records and saves time and money required in doing so. Thus the companies can focus more on their core competencies rather than managing information manually thereby improving business productivity allowing companies to drive maximum revenue per employee to their bottom line faster thus increasing profit margins. This integration helps improve the efficiency of business processes and increases customer satisfaction because it helps reduce manual work and improves coordination between functional departments.

The process to integrate Agile CRM and Salesforce 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.