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Agile CRM + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Salesmate.io

  • 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 Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

Salesmate.io Integrations

Best ways to Integrate Agile CRM + Salesmate.io

  • Agile CRM Salesmate.io

    Agile CRM + Salesmate.io

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

    Agile CRM + Salesmate.io

    Create Company to Salesmateio from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Salesmate.io Create Company
  • Agile CRM Salesmate.io

    Agile CRM + Salesmate.io

    Create Deal to Salesmateio from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Salesmate.io Create Deal
  • Agile CRM Salesmate.io

    Agile CRM + Salesmate.io

    Create Activity to Salesmateio from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Salesmate.io Create Activity
  • Agile CRM Salesmate.io

    Agile CRM + Salesmate.io

    Update Contact in Salesmateio when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Salesmate.io Update 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 + Salesmate.io in easier way

It's easy to connect Agile CRM + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Agile CRM & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Agile CRM and Salesmate.io

In recent years, the use of software for managing customer relations has been increasing. Agile CRM is a system that helps to manage customer relations by offering a complete spution. In addition, this system provides tops and features that help companies increase sales and find new customers.

Salesmate.io is an official partner of Salesforce and is a cloud-based sales management platform. The platform offers a variety of features and integration with other systems. Salesmate.io supports sales and marketing operations and is compatible with all modern devices.

The integration of Agile CRM and Salesmate.io will help companies increase sales and improve their business processes. Companies can share customer information between Agile CRM and Salesmate.io, as well as create campaigns based on such information. Companies can use Salesmate.io to make targeted marketing campaigns and learn about the behavior of their customers.

Agile CRM and Salesmate.io can be integrated via API. The system offers a variety of benefits:

Companies can connect their contacts and leads from Agile CRM with their contacts and leads from Salesmate.io;

Companies can create target groups in Salesmate.io based on information from Agile CRM;

Companies can create ad-hoc reports in Salesmate.io using data from Agile CRM;

Companies can download data from Agile CRM into Salesmate.io;

Companies can create automated workflows between Agile CRM and Salesmate.io;

Companies can send emails directly from Salesmate.io using data from Agile CRM;

Companies can create any report in Salesmate.io using data from Agile CRM.

Agile CRM provides companies with a wide range of tops for increasing sales, reducing costs, making accurate forecasts, improving customer service, etc. Agile CRM is compatible with all modern devices, which makes it possible to view your company’s data anytime you want, no matter where are you are or what device are you using.

The integration of Agile CRM and Salesmate.io is an important step for companies that want to improve their business processes, increase sales, reduce costs, etc. The integration allows companies to share customer information between the two systems, as well as create ad-hoc reports based on such information. The integration also allows companies to take advantage of many other opportunities offered by both systems.

The process to integrate Agile CRM and Salesmate.io 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.