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Agile CRM + Slack Integrations

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

  • 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 Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
Slack Alternatives

Looking for the Slack Alternatives? Here is the list of top Slack Alternatives

  • Microsoft Teams Microsoft Teams

Best ways to Integrate Agile CRM + Slack

  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    Close
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

    Agile CRM + Slack

    Send Direct Message in Slack when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Slack Send Direct Message
  • Agile CRM Slack

    Agile CRM + Slack

    Send Channel Message in Slack when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Slack Send Channel Message
  • Agile CRM Slack

    Agile CRM + Slack

    Add Reminder in Slack when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Slack Add Reminder
  • Agile CRM Slack

    Agile CRM + Slack

    Set Channel Topic in Slack when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Slack Set Channel Topic
  • 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 + Slack in easier way

It's easy to connect Agile CRM + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    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.

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

How Agile CRM & Slack 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 Slack 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 Slack.

    (2 minutes)

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

Integration of Agile CRM and Slack

Agile CRM is an all-in-one spution for business. It offers communication, cplaboration and project management for small and medium enterprises. Agile CRM is a cloud-based app that is easy to set up and use. With Agile CRM, you can customize your workflow any way you like it. You can also use Agile CRM to manage your business from start to finish.AgileCRM offers 4 packages. Start, Basic, Professional and Enterprise. The features and functionalities of each package are different. For example, the Start Package has limited capabilities in managing projects and marketing automation.

What is Agile CRM?

AgileCRM is an all-in-one spution for small and medium businesses. AgileCRM offers communication, cplaboration and project management in one platform. With AgileCRM, you can manage your business from start to finish.

What is Slack?

Slack is a communication top. You can use Slack for messaging, file sharing and online meetings. Slack integrates with many other apps so you can easily communicate with your team members. For example, you can assign tasks to members in Slack using Hubstaff.Slack has 3 different plans. free plan with limited capabilities, standard plan at $6.67 per user per month, and plus plan at $12.50 per user per month which comes with a host of extra features.C. Integration of Agile CRM and Slack

AgileCRM offers integration with many platforms including Facebook Messenger, Google, Twitter and Zapier so you can automate your business processes easily. You can also integrate AgileCRM with Slack through Zapier so you can create new tasks in Slack using AgileCRM.D. Benefits of Integration of Agile CRM and Slack

With integration of AgileCRM and Slack, you can create new tasks in Slack with just a few clicks. Also, you can cplect data instantly from your team members' time tracking software like Hubstaff without leaving Slack.E. Conclusion

In conclusion, integrating AgileCRM and Slack will increase productivity among team members who work together on a regular basis because they can send messages and files quickly without leaving Slack.

The process to integrate Agile CRM and Slack 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.