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.
Shippo is the easiest way to add multi-carrier shipping to your e-commerce business. With Shippo, you can reduce shipping costs, find the best carrier rates for your e-commerce business, and get paid faster by powering all of your shipping through a single platform.Shippo Integrations
It's easy to connect Agile CRM + Shippo 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 carrier account occurred.
Triggers when a new order occurred.
Triggers when an order shipped.
Triggers when a new shipping label occurred.
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 order in Shippo.
Agile CRM is a simple and powerful customer relationship management software to manage the company's sales, marketing, service, and support. It makes the most out of the data cplected from each customer, treats customers as individuals, and enables you to manage customer relationships at scale. For example, Agile CRM's social media features let you share contact information and other content with individual customers. Using its drag-and-drop interface, you can easily add or remove fields from each record.
Shippo is an order fulfillment API that handles the entire shipping process from start to finish. cplecting and validating addresses on your site, printing labels for USPS, FedEx, UPS, and DHL, cplecting payment, and delivering packages to the carrier. Integrate it with your existing shopping cart in a few minutes using our simple RESTful APIs.
In this section, we will integrate Agile CRM with Shippo. We will see how to integrate Agile CRM with Shippo in three steps:
Step 1. Enable Agile CRM to send orders to Shippo.
Step 2. Create a new address on Shippo.
Step 3. Connect Agile CRM with an address on Shippo.
Enable Agile CRM to send orders to Shippo
First of all, log in to your AgileCRM account and go to Settings. Then enable the webhooks from the settings page by selecting Enable Webhooks in the Integrations section. Now you have created a webhook URL from the settings page. Note down the webhook URL as we will need it soon. Keep this window open as we will come back here to continue further configurations.
Create a new address on Shippo
Now log into your account from Shippo website and click on Add New Address. Enter the fplowing details:
Name. Enter any name for the address.
Address Line 1. Enter any address line 1 for the address.
Address Line 2. Enter any address line 2 for the address.
City. Enter any city for the address.
State. Enter any state for the address. If your business is global then select Any state from the dropdown list of states otherwise enter a state for the address.
Postal Code. Enter any postal code for the address. If your business is global then select Any postal code from the dropdown list of postal codes otherwise enter a postal code for the address.
Country. Select any country for the address. If your business is global then select Any country from the dropdown list of countries otherwise enter a country for the address.
Connect Agile CRM with an address on Shippo
Now go back to the AgileCRM window which we left opened when we enabled webhooks from Settings page and paste your webhook URL in the webhook URL field under Integration Settings as shown below:
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