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Agile CRM + simplesat Integrations

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

  • No code
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  • 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 simplesat

Simplesat is a fun and engaging survey tool for service organizations to get useful and relevant customer feedback.

simplesat Integrations

Best ways to Integrate Agile CRM + simplesat

  • Agile CRM Agile CRM

    simplesat + Agile CRM

    Add Score to Contact in Agile CRM when New Feedback is created in simplesat Read More...
    Close
    When this happens...
    Agile CRM New Feedback
     
    Then do this...
    Agile CRM Add Score to Contact
  • Agile CRM Agile CRM

    simplesat + Agile CRM

    Add Event in Agile CRM when New Feedback is created in simplesat Read More...
    Close
    When this happens...
    Agile CRM New Feedback
     
    Then do this...
    Agile CRM Add Event
  • Agile CRM Agile CRM

    simplesat + Agile CRM

    Create Company to Agile CRM from New Feedback in simplesat Read More...
    Close
    When this happens...
    Agile CRM New Feedback
     
    Then do this...
    Agile CRM Create Company
  • Agile CRM Agile CRM

    simplesat + Agile CRM

    Create or Update Contact to Agile CRM from New Feedback in simplesat Read More...
    Close
    When this happens...
    Agile CRM New Feedback
     
    Then do this...
    Agile CRM Create or Update Contact
  • Agile CRM Agile CRM

    simplesat + Agile CRM

    Create Deal to Agile CRM from New Feedback in simplesat Read More...
    Close
    When this happens...
    Agile CRM New Feedback
     
    Then do this...
    Agile CRM Create Deal
  • 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 + simplesat in easier way

It's easy to connect Agile CRM + simplesat 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 Feedback

    Triggers when new feedback is received.

  • New or Updated Feedback

    Triggers when new feedback is received or update existing feedback.

    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.

How Agile CRM & simplesat 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 simplesat 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 simplesat.

    (2 minutes)

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

Integration of Agile CRM and simplesat

Agile CRM?

Agile CRM is a cloud-based customer relationship management (CRM. platform that allows users to create, organize, and manage marketing campaigns, sales, and technical support. The software includes tops for creating and managing product catalogs, internal notes, reports, and custom fields.

simplesat?

simplesat provides satellite internet access to anyone with an internet connection through the use of wireless technpogy called satellite broadband. It uses satellite technpogy to transmit data from the internet through a handheld or dropbox antenna.

Integration of Agile CRM and simplesat

For this example, the user is a marketing manager for an ecommerce company.

The company has an online store, but it wants to expand its market online by acquiring new customers. The company has hired a full-time marketing manager who will act as the liaison between the marketing team and the development team. The marketing manager will help the team develop new marketing strategies that will incorporate social media, search engine optimization (SEO), blogs, email marketing, and advertising on Facebook and Google. After the social media campaign is set up, the marketing manager can then track how many customers come into the company’s store as a result of the strategy. The marketing manager also organizes a monthly meeting with the CEO and other managers to discuss how to improve the company.

The marketing manager wants to manage all communication with customers through a single software program so that she does not have to switch between different platforms. In addition, she would like to be able to track how many visitors come into the store from each marketing strategy. She decides to purchase simplesat from her boss because she will be able to monitor communication across all channels from one location and make changes quickly based on the results of the research. She then decides to integrate Agile CRM with simplesat because she will be able to organize customer communication into business units and projects within the application. She will be able to track how many customers have been acquired from each marketing strategy, which will allow her to produce a report for the CEO about her performance as a marketing manager. In addition, since she will be tracking customers across multiple channels, she can see how many customers have been acquired from each channel over time. This way, she can determine which channels have been more successful in acquiring customers and can allocate more resources to those channels. Finally, if she integrates Agile CRM with simplesat, she will be able to manage customer communication and monitor her performance as a marketing manager in one location rather than using several different applications to perform these tasks.

Benefits of Integration of Agile CRM and simplesat

The benefits of integrating Agile CRM with simplesat include:

Unified communication. Since simplesat allows users to monitor communication across all channels from one location, it will be easier for the marketing manager to monitor communication between customers and the company. She will be able to answer questions from customers quickly and reach out to them using multiple communication methods if necessary. Easy modification. The integration of Agile CRM and simplesat allows the marketing manager to easily modify customer communication over time based on changes in their needs and interests. For example, if the company releases a new product that receives positive feedback from customers, then she can use simplesat to send newsletters about the product to customers who have shown interest in similar products in the past. Increased productivity. By allocating resources across channels efficiently, the marketing manager will be able to increase her company’s productivity without spending too much money on each channel or hiring too many employees. Increased visibility. By organizing customer communication into business units and projects within Agile CRM, the marketing manager can view all information related to specific projects in one place so that she can be more organized in her work. Improved customer service. By being able to respond quickly to customer queries using multiple channels, the marketing manager will provide better customer service than if she used multiple software programs for each channel individually.

In conclusion, by integrating Agile CRM with simplesat, the marketing manager is able to provide better customer service while also improving productivity within her company.

The process to integrate Agile CRM and simplesat 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.