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Agile CRM + SharpSpring Integrations

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

  • 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 SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

SharpSpring Integrations

Best ways to Integrate Agile CRM + SharpSpring

  • Agile CRM SharpSpring

    Agile CRM + SharpSpring

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

    Agile CRM + SharpSpring

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

    Agile CRM + SharpSpring

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

    Agile CRM + SharpSpring

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

    Agile CRM + SharpSpring

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

It's easy to connect Agile CRM + SharpSpring 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

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Agile CRM & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Agile CRM and SharpSpring

Agile CRM and SharpSpring integration is a set of features that allow the two systems to work seamlessly together. It has been proved to be effective as it provides businesses with a number of benefits. Agile CRM and SharpSpring integration enables the companies to effectively manage their customer data and email campaigns. This can be achieved by automating contact creation, updating contact information and sending newsletters to clients.

The integration of Agile CRM and SharpSpring has many benefits for the users. Some of them are listed below:

  • It allows businesses to create a comprehensive database of the customers.
  • It enables increased productivity as a person does not have to create contacts from scratch.
  • The two systems can be used independently as well as together.
  • It makes it easier for the users to create new contacts from existing ones or update contact information.
  • Users can easily send emails to their clients by using the integrated system.

Agile CRM and SharpSpring integration is a much needed feature as it offers a number of benefits to the users. The users can use Agile CRM and SharpSpring independently as well as together. Companies that want to increase their productivity should consider integrating both systems as a part of their business plan. The companies should also provide their employees with proper training on how to use the two systems as this will help them in achieving greater success.

The process to integrate Agile CRM and SharpSpring 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.