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.
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
SharePoint + Agile CRMAdd Score to Contact in Agile CRM when New List is created in SharePoint Read More...
SharePoint + Agile CRMAdd Event in Agile CRM when New List is created in SharePoint Read More...
SharePoint + Agile CRMCreate or Update Contact to Agile CRM from New List in SharePoint Read More...
It's easy to connect Agile CRM + SharePoint 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 whenever new item created in the list.
Triggers whenever new list 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.
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.
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.
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:
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