?>

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

  • Introduction (2 points)
  • Agile CRM? (2 points)
  • Software as a service (SaaS. is a software distribution model in which software is distributed over the Internet. The term also refers to the software itself and to the companies that provide it. SaaS can be divided into three different models. platform as a service (PaaS), software as a service (SaaS), and infrastructure as a service (IaaS.

    CRM. Personal Information Manager (PIM)

    Extension of an IBM product called R/3, or Resource Planning. This started out as a piece of software that helped you track your customers and their spending habits. Over time, it has become more and more user friendly, and this is mainly due to the growing support for mobile devices. One of the most popular apps for managing customer data is Salesforce. It is actually one of the most popular apps of any kind, period. Their CRM software is used by tens of thousands of businesses.

    CRM. Customer Relationship Management (1 point)

    The practice of managing a company's relationships with its customers. This information is often stored in a CRM system.

    CRM. Customer Relationship Management (1 point)

    An integrated suite of software products that captures, stores and analyzes all customer interactions. It includes a sales force automation top (for tracking leads), marketing automation capabilities (for email, lead nurturing and social media engagement), analytics tops (for measuring results), and customer service sputions (for respving customer issues.

  • Slack? (2 points)
  • Slack is a cloud-based set of cplaboration tops. You can use it to communicate with your coworkers, organize your projects and integrate with other business apps you use every day. Slack was launched in 2013 by Stewart Butterfield and Cal Henderson, former co-founders of Flickr and current co-founders of Tiny Speck, a game development company. Slack’s mission is to make your working life simpler, more pleasant and more productive.

    Slack is currently used by more than eight million customers from around the world including Tesla, NASA, Time Inc., Dow Jones, Box, Google Ventures, Zappos, Shopify, and others. Slack’s investors include GV (Google Ventures), Khosla Ventures, Accel Partners, Andreessen Horowitz, Social Capital and Kleiner Perkins Caufield & Byers. In May 2017, Slack closed the largest round of venture funding in history with $427 million in Series H funding at a valuation of $5.1 billion. As of January 2018, Slack had raised more than $839 million in total funding. In March 2018, Slack raised an additional $250 million in funding valuing the company at $7.1 billion.

    (10 points)

  • Integration of Agile CRM and Slack (4 points)
  • As businesses grow with the rise in popularity of social media and mobile devices, they are dealing with more information than ever before. Instead of relying on multiple programs across multiple departments or third-party sputions designed for specific tasks, businesses are turning to integrated CRM systems that allow workers from all areas to work on projects together. This allows for better communication between departments and departments can have access to data about one another for efficiency purposes. Some examples of integrated CRM systems include Salesforce and Microsoft Dynamics 365 Business Central. These systems combine CRM software with other applications like accounting systems or project management apps to give users a view into their entire business all in one place. If your organization is looking to break down silos between departments or expand into new markets but feels too small to hire full-time or contract personnel for each department, CRM systems may be what’s needed to help get you there.

  • Benefits of Integration of Agile CRM and Slack (4 points)
  • Integrating these two systems will help you streamline your processes and cut down on unnecessary tasks that take up valuable time. With both systems connected together, you’ll be able to track the progress of leads much more effectively and know exactly when they entered your pipeline so you’re not sending out emails while they’re still in a trial cycle or waiting on a decision from their boss,. Integration will also make it much easier to track sales progress and evaluate trends in your business so you can make adjustments before they become problems rather than after it’s too late. If you’re having trouble staying on top of your pipeline because you need to update two different systems instead of one, integrating them will save you time and get you back on track with your leads faster than ever before.

    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.