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.
ShipStation is a web-based, multi-carrier shipping solution that is designed to save eCommerce retailers time and money on their order fulfillment process. With ShipStation you get access to a single set of powerful tools for managing your orders from creation through fulfillment—anywhere your business needs to ship.ShipStation Integrations
Agile CRM + ShipStationMark an Order as Shipped in ShipStation when New Ticket is created in Agile CRM Read More...
Agile CRM + ShipStationMark an Order as Shipped in ShipStation when New Contact is created in Agile CRM Read More...
Agile CRM + ShipStationCreate Order to ShipStation from New Contact in Agile CRM Read More...
Agile CRM + ShipStationMark an Order as Shipped in ShipStation when New Event is created in Agile CRM Read More...
It's easy to connect Agile CRM + ShipStation 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 for each individual line item when a new order is created or imported.
Triggers for each individual line item when a new outbound shipping label is created for an order.
Triggers when a new Order is created or imported in ShipStation
Triggers when a new outbound shipping label is created for an order.
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.
Marks an order as shipped without creating a label in ShipStation.
Updates an existing order. Only orders in an open status in ShipStation (awaiting_payment, awaiting_shipment, and on_hold) can be updated through this method. This call DOES NOT currently support partial updates. The entire resource must be provided in the body of the request
In this paper I'm going to talk about the integration of Agile CRM and ShipStation. Shipstation is a software that can be used for order management and shipping. It allows companies to manage orders and customers from a single location. The software includes features such as assigning tracking numbers, creating shipping labels, and tracking shipments throughout the delivery process.
ShipStation offers a free 90-day trial for both the organization and their customers. After the trial period has ended, the customer can choose which plan they would like to subscribe to. The pricing is based on how many users will be using the software. The pricing plans include:
$9 / month per user
$19 / month per user
$49 / month per user
$99 / month per user
It is also possible to pay $119 per month for unlimited users. An organization can also choose to pay annual subscription fees instead of paying per month. This will offer a 15% discount over the monthly subscription fee.
In this section, I will explain how ShipStation works with AgileCRM. I will also show how each application can be integrated together. I will explain how each application is connected and what benefits each integration has.
ShipStation integrates with Agile CRM through Appy Pie Connect. Appy Pie Connect is a web application that allows you to connect different applications together in a simple drag-and-drop interface. It allows you to create "Connects" which are automated workflows between the different applications that integrate with Appy Pie Connect. Through Appy Pie Connect, you can create different integrations such as connecting ShipStation with Agile CRM. To do this, you need to make an account with Appy Pie Connect and connect your ShipStation account with it. Once you've done that, you can create Connects between ShipStation and Agile CRM. You can also create specific Connects for specific use cases that are only relevant to your company. For example, if your company ships parcels internationally, you may want to create a specific Connect that integrates ShipStation with Agile CRM so that when a new order is created in Agile CRM, the customer's address must be international and any items that are being shipped need to be valued at $20 or above since shipping an item internationally costs more than domestic shipping. You can also create rules that are specific to your company and ship them within the Connect. For example, if you want to assign a sales order number to a shipment being sent out, you can create a rule that will put the sales order number in the "send note" when a shipment is created in ShipStation and sync it with Agile CRM. This way your staff doesn't have to manually type any information into the "send note" in ShipStation. Instead, it automatically populates with the sales order number of the corresponding sales order in Agile CRM when a new shipment is created in ShipStation.
Agile CRM can be integrated with ShipStation through Appy Pie Connect as well. You can use ShipStation as a sales channel in your Agile CRM instance. When a customer places an order through ShipStation, then Agile CRM will be notified about it. This way you can keep track of all your orders from one place – Agile CRM. This integration makes it easier for your staff members to track orders because they won't have to log into multiple websites; they can simply go into Agile CRM to check what orders have been placed or even check which ones have already been shipped and see if there are any issues with them (i.e.. they haven't been picked up yet. This way you don't have to worry about having an employee forget to fplow up on orders; everything will be in one place – Agile CRM. The benefit of integrating your sales channel with Agile CRM is that your staff doesn't have to worry about logging into multiple accounts in order to check what orders have been placed and which ones need attention, they can just go into one website – Agile CRM – and check everything without having to log into anything else. If they need to change something on an order, they can change it in Agile CRM and it will automatically get changed in ShipStation as well (that's another reason why integrating your sales channels with Agile CRM is beneficial. You can also integrate ShipStation with Agile CRM so that once an order comes in from ShipStation, it automatically creates an invoice or an opportunity in Agile CRM; you decide what fields from ShipStation you want to import into Agile CRM (if you don't want every field from ShipStation imported into Agile CRM, that's fine too. If you choose to import every field into Agile CRM, then once a shipment gets created in ShipStation, it will update the customer contact information along with their name and email address in Agile CRM. If you choose not to import every field, then you will have the option of specifying which fields you want imported into Agile CRM and which ones you don't want imported (for example. if the customer's email address isn't important enough for you to keep track of in Agile CRM along with all the other contact information such as name and phone number, then you won't have to import it. This way, if there is an issue with any of your shipments, then you won't have to look through all of your contacts one by one – you'll have all the contact information right there in front of you because it has already been imported into Agile CRM at the time of creation (i.e.. when entering all of the information into ShipStation, it will automatically be added into Agile CRM as well. In addition to importing all of the contact information from ShipStation into Agile CRM, it will also update all relevant information regarding the customer purchase history (since it has already been imported into Agile CRM. Also, if there are any issues with a customer's address or contact information for any reason (i.e.. their contact information was entered incorrectly or their address was entered incorrectly), then their contact information will still be updated in Agile CRM since it has already been imported while they were placing their order through ShipStation. So if there are any issues with their contact information at a later date after their purchase has been completed then you won't have to worry about updating it again because it has already been imported into Agile CRM during the initial purchase through ShipStation.
In conclusion, integrating AgileCRM and ShipStation is beneficial because when orders are placed through ShipStation, they are automatically synced into AgileCRM so your staff doesn't have to log into multiple accounts just to check what orders have been placed or where they stand at each stage of the order process. They can simply go into AgileCRM and check everything from one place – this makes it easy for them because there is no need for them to log into multiple accounts just to check on their orders – everything is done in one place – AgileCRM. It also makes things easier for your customers because they won't have to log into multiple websites just to check what's happening with their orders; instead they can just go into one website – AgileCRM – and check everything without having to log into anything else; they won't have to worry about forgetting which website they need to check next since everything is right there in front of them – everything is synced up between AgileCRM and ShipStation so they don't have to worry about logging into different websites anymore because everything is already in one place – AgileCRM. Another benefit of integrating both platforms is that if there are any issues with any shipments at a later date (i.e.. if there are problems with shipments or anything goes wrong during transit), then your staff won't have to search through all of their contacts one by one just looking for the information they need regarding each individual customer since everything is right there in front of them – all of the contact information has already been imported into AgileCRM at the time of shipment creation so all they have to do is go straight into AgileCRM and check everything without having to log into anything else – no more searching through multiple websites just trying to find information on each individual order!
The process to integrate Agile CRM and ShipStation 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.