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Agile CRM + Colligso TextIn Integrations

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

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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 Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

Colligso TextIn Integrations

Best ways to Integrate Agile CRM + Colligso TextIn

  • Agile CRM Colligso TextIn

    Agile CRM + Colligso TextIn

    Get Permission in textin when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Colligso TextIn Get Permission
  • Agile CRM Colligso TextIn

    Agile CRM + Colligso TextIn

    Create Customer to textin from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Colligso TextIn Create Customer
  • Agile CRM Colligso TextIn

    Agile CRM + Colligso TextIn

    Create Order to textin from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Colligso TextIn Create Order
  • Agile CRM Colligso TextIn

    Agile CRM + Colligso TextIn

    Get Permission in textin when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Colligso TextIn Get Permission
  • Agile CRM Colligso TextIn

    Agile CRM + Colligso TextIn

    Create Customer to textin from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Colligso TextIn Create Customer
  • 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 + Colligso TextIn in easier way

It's easy to connect Agile CRM + Colligso TextIn 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.

    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.

  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

How Agile CRM & Colligso TextIn 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 Colligso TextIn 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 Colligso TextIn.

    (2 minutes)

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

Integration of Agile CRM and Colligso TextIn

Companies are always looking for ways to improve their business operations and in order to do that, they are increasingly turning to technology. In today’s competitive business environment, companies need to operate as efficiently as possible, and this can be achieved by deploying efficient software systems. Agile CRM is a good example of a software system that can help companies in their business processes. It provides business professionals with the much needed assistance in managing their daily activities, from customers and contacts, to marketing campaigns and sales tracking.

    What is Agile CRM?

Agile CRM is a customer relationship management (CRM. software application. It combines various functionalities which are normally found in several different applications into one single platform. CRM is not a new concept, but it has become more and more relevant as businesses have begun to embrace the modern trend of going digital or all digital business.The Agile CRM system is designed to bring together data across a number of different areas in order to provide business professionals with a holistic view of their day-to-day operations. The system also allows users to manage various workflows such as email marketing campaigns, contact management, sales tracking, lead generation etc., thus saving them from having to use multiple applications for performing these tasks.Agile CRM is designed to address the problems of traditional CRM systems. These problems include; multiple data platforms, the inability to use the same data in different applications, redundancy of information, lack of traceability of data, and the high cost of setting up and maintaining these systems.

    What is Colligso TextIn?

Colligso TextIn is a communication tool that comes with advanced text messaging features such as SMS texting, fax transmission and email sending capabilities. The system can also be used to make international calls using VoIP. It has been designed to be user friendly and easy to use. It's mobile-friendly interface makes it convenient for users to access the system on smartphones and tablets and it also comes with an app that facilitates effortless communication between users.Colligso TextIn is backed by a team of talented developers who are dedicated towards improving the system. They are responsible for finding new ways to improve the reliability of the system and to expand its capabilities by developing new features and functionalities.Colligso TextIn can be integrated into CRM systems such as Agile CRM through an API. An API allows the two systems to communicate with each other without the need for an intermediary system or a third party integration platform. This takes away the complexity associated with integrating different types of software systems together and makes it easier for businesses to deploy these systems.

    Integration of Agile CRM and Colligso TextIn

The integration of Agile CRM and Colligso TextIn brings together two leading business applications into a single platform, thus offering businesses an opportunity to operate more efficiently than before. This integration enables businesses to streamline their workflow processes by eliminating the need for several different applications for performing different tasks such as email marketing campaigns, lead generation, customer relationship management and so on.Businesses that use Agile CRM are able to take advantage of additional features provided by Colligso TextIn such as fax transmission and SMS texting. The API that connects the two systems also eliminates the need for businesses to invest in third party applications for fax transmission and SMS texting purposes. Businesses can send faxes from within Agile CRM through Colligso TextIn’s API by simply inputting a phone number or email address into the system instead of using a physical fax machine or mobile phone. This reduces labour costs and increases efficiency as businesses no longer have to use physical devices for sending faxes. Businesses are also able to send SMS messages from within Agile CRM through Colligso TextIn’s API instead of using a mobile phone thus reducing time wastage and improving productivity.

    Benefits of Integration of Agile CRM and Colligso TextIn

Integration of Agile CRM and Colligso TextIn brings a number of benefits to businesses;

  • It reduces effort and time spent on communication tasks due to the integration of two different systems into one platform. Businesses no longer have to send emails or make phone calls manually especially when sending large amounts of information as it can be done automatically through the two systems via the API connection between them.
  • It reduces costs related to communication tasks by eliminating the need to use physical devices for making calls or sending faxes.
  • It improves the accuracy of communication tasks since data can be accessed directly from one source i.e., Agile CRM without having to copy it manually into another application or device thus eliminating room for human error.
  • It enhances work productivity by allowing users to perform their tasks more quickly thus increasing their efficiency levels.
  • It enhances business performance through increased efficiency due to faster communication between employees since they only need one application now instead of multiple ones with different functionalities.

The integration of Agile CRM and Colligso TextIn allows businesses to operate more efficiently by bringing together two leading business applications into a single platform thus allowing users to streamline their workflow processes by eliminating the need for several different applications for performing different tasks such as email marketing campaigns, lead generation, customer relationship management etc., thus saving them from having to use multiple applications for performing these tasks.

The process to integrate Agile CRM and Colligso TextIn may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.