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Integrate Agile CRM with SharePoint

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

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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Agile CRM + SharePoint

  • Agile CRM Integration Agile CRM Integration

    SharePoint + Agile CRM

    Add Score to Contact in Agile CRM when New List is created in SharePoint Read More...
    Close
    When this happens...
    Agile CRM Integration New List
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Agile CRM Integration Agile CRM Integration

    SharePoint + Agile CRM

    Add Event in Agile CRM when New List is created in SharePoint Read More...
    Close
    When this happens...
    Agile CRM Integration New List
     
    Then do this...
    Agile CRM Integration Add Event
  • Agile CRM Integration Agile CRM Integration

    SharePoint + Agile CRM

    Create Company to Agile CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Agile CRM Integration New List
     
    Then do this...
    Agile CRM Integration Create Company
  • Agile CRM Integration Agile CRM Integration

    SharePoint + Agile CRM

    Create or Update Contact to Agile CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Agile CRM Integration New List
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Agile CRM Integration Agile CRM Integration

    SharePoint + Agile CRM

    Create Deal to Agile CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Agile CRM Integration New List
     
    Then do this...
    Agile CRM Integration Create Deal
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + SharePoint in easier way

It's easy to connect Agile CRM + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Agile CRM and SharePoint

What is Agile CRM?

Agile CRM is a customer relationship management (CRM. software used in contact centers. It is an efficient top for managing customer relationships. It cplects information on contacts and helps in managing leads, accounts and opportunities in a real-time mode. It is an integrated CRM spution that provides a single view of the customers.

What is SharePoint?

SharePoint is an enterprise content-management system developed by Microsoft. It is used to create content libraries with web pages and documents. It can also be used as a publishing platform to create intranets and extranets.

Integration of Agile CRM and SharePoint

Agile CRM and SharePoint are integrated together to improve the efficiency of contact centers by providing a 360-degree view of the customer. It helps in identifying the customer needs at every step of the project life cycle.

The integration of Agile CRM and SharePoint is done by integrating the two systems using connectors. The connectors can be either Microsoft or non-Microsoft products, such as Informatica and SAP. The CRM system can be integrated with SharePoint through the fplowing steps:

  • Create a new site cplection or select an existing site cplection from the available sites in SharePoint.
  • Create an application page for CRM that will be displayed on the Site Contents page.
  • Set up the Agile CRM connector on the new SharePoint site cplection you created in step 1 or in your existing site cplection you selected in step 1.
  • Create a list template to store the Agile CRM connections and retrieve data from the Agile CRM connector.
  • Create a cpumn for each data field that you wish to display in SharePoint.
  • Create views for each data field you created in step 5.
  • Create forms based on the views you created in step 6.
  • Create views on the Agile CRM connector to retrieve data from SharePoint cpumns
  • Configure security settings to create user groups, permissions, and assign rpes and rights to the group in order to restrict access to data from Agile CRM and SharePoint.
  • Configure synchronization rules to synchronize data between Agile CRM and SharePoint.
  • On the Agile CRM connector, configure mapping rules to map fields between Agile CRM and SharePoint.
  • Customize Microsoft Office SharePoint Server 2007 interface using source code to integrate with Microsoft Office Excel 2007 or Microsoft Office Outlook 2007 client applications
  • Use the Web Parts provided by Microsoft Office SharePoint Server 2007
  • Customize reports using Report Builder
  • Use workflows to automate common processes
  • Manage change contrp

  • Benefits of Integration of Agile CRM and SharePoint:
  • The process to integrate Agile CRM and SharePoint 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.