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.
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
Agile CRM + Salesmate.ioCreate Contact to Salesmateio from New Ticket in Agile CRM Read More...
Agile CRM + Salesmate.ioCreate Company to Salesmateio from New Ticket in Agile CRM Read More...
Agile CRM + Salesmate.ioCreate Activity to Salesmateio from New Ticket in Agile CRM Read More...
Agile CRM + Salesmate.ioUpdate Contact in Salesmateio when New Ticket is created in Agile CRM Read More...
It's easy to connect Agile CRM + Salesmate.io 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 new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
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.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
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.