Integrate Agile CRM with Shipcloud

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

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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 Shipcloud

shipcloud is the shipping service provider and represents a new generation in package shipping. A cloud-based service, it enables small and medium-sized online vendors to work easily and efficiently with all major shipping providers.

Shipcloud Integrations
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Best Agile CRM and Shipcloud Integrations

  • Agile CRM Integration Shipcloud Integration

    Agile CRM + Shipcloud

    Create Shipment to Shipcloud from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Shipcloud Integration Create Shipment
  • Agile CRM Integration Shipcloud Integration

    Agile CRM + Shipcloud

    Create Shipment Quote to Shipcloud from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Shipcloud Integration Create Shipment Quote
  • Agile CRM Integration Shipcloud Integration

    Agile CRM + Shipcloud

    Create Shipment to Shipcloud from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Shipcloud Integration Create Shipment
  • Agile CRM Integration Shipcloud Integration

    Agile CRM + Shipcloud

    Create Shipment Quote to Shipcloud from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Shipcloud Integration Create Shipment Quote
  • Agile CRM Integration Shipcloud Integration

    Agile CRM + Shipcloud

    Create Shipment to Shipcloud from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    Shipcloud Integration Create Shipment
  • 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 + Shipcloud in easier way

It's easy to connect Agile CRM + Shipcloud 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 Shipment Status

    Triggers when a status for a shipment has been reached.

    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 Shipment

    Adding this action into your Connect will create a real shipment. To avoid being charged you can use your sandbox key for creating the connect and switch to the live api key once everything works fine.

  • Create Shipment Quote

    Creates a new shipment quote.

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

How Agile CRM & Shipcloud 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 Shipcloud 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 Shipcloud.

    (2 minutes)

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

Integration of Agile CRM and Shipcloud

What is Agile CRM?

Agile CRM is a customer relationship management spution that supports the entire customer lifecycle from lead generation to target marketing and the customer support. It offers many features that help businesses to create targeted, relevant and personalized messages via email, social media or mobile text message to their customers.Agile CRM also supports companies in managing their sales teams. This helps them to plan their sales strategies with the help of features like pipeline management, territory management, forecasting, tasks and reports.The CRM spution has a real-time dashboard that displays the most important KPIs of the company. It offers several integrations that allow the user to integrate it with other systems like accounting software, marketing automation software, ERP software, e-commerce platforms, e-mail marketing services and more.The Agile CRM spution can be customized to meet the unique needs of the business. It offers flexibility in creating custom fields and modifying the look & feel of the application according to the brand image of the company.As per the Gartner report, "The ability to make and execute decisions faster will be a key differentiator in the new digital economy." So, Agile CRM not only helps you in tracking data but also allows you to use that data for making quick and smart business decisions.

What is Shipcloud?

Shipcloud is a multi-carrier shipping software spution that comes with all the necessary tops required by the logistics industry. It offers features like real-time shipment tracking; driver's duty time tracking; fuel consumption monitoring; route optimization; CO2 emissions calculation and much more.Shipcloud offers thousands of integrations with over 50 popular 3PLs, EDI partners, SaaS providers and more. These integrations allow users to connect Shipcloud with other business systems such as ERP, warehouse management software, e-commerce platform and accounting software.Shipcloud provides transportation cost forecasting with the help of its smart algorithm which dynamically analyzes historical data while keeping an eye on current rates and offering alerts on changes in costs. Shipcloud also offers an affordable rate calculator which lets users know what they will pay before they make a shipment.It also offers powerful order management system which allows users to create orders directly from a web browser, access online shipment details, view up-to-date inventory levels and much more. The billing module allows users to generate bills for each shipment and send them out through mass mailers or electronically. With its spution for international trade compliance, Shipcloud ensures that users do not have to worry about any tax implications when shipping internationally.Shipcloud integrates with over 25 major carriers including UPS, DHL, FedEx, USPS, TNT Express etc. It also supports EDI integration with over 60 couriers worldwide including Transcom Worldwide, Schenker Logistics etc. Shipcloud is PCI DSS compliant spution that offers a secure way to process critical information like credit card information and addresses.

Integration of Agile CRM and Shipcloud

In this section I will explain how Agile CRM can be integrated with Shipcloud.Agile CRM can be integrated with Shipcloud by using Appy Pie Connect integration top. By using Appy Pie Connect integration users can ship their products in bulk by selecting all products in Agile CRM at once. Also they can receive notifications in Agile CRM about order status changes on Shipcloud.This integration will help users to save their time from manually creating shipments one by one and making updates manually in two different systems.

Benefits of Integration of Agile CRM and Shipcloud

There are multiple benefits of integrating Agile CRM with Shipcloud. Some of those benefits are listed below:

  • Users can ship their products directly from Agile CRM without creating shipments manually in Shipcloud. They don't need to select each product one by one and update order status manually in Shipcloud after shipment creation in Agile CRM.
  • Users can receive notifications about order status changes on Shipcloud in Agile CRM dashboard so they can react immediately if there is any issue with the shipment or product delivery.
  • Users can track their shipment progress in real-time on Agile CRM dashboard as well as on Shipcloud dashboard so they can always keep an eye on their shipments.

The process to integrate Agile CRM and Shipcloud 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.