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.
Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.Tookan Integrations
Agile CRM + TookanAdd Customer in Tookan when New Ticket is created in Agile CRM Read More...
Agile CRM + TookanCreate an Appointment Task to Tookan from New Ticket in Agile CRM Read More...
It's easy to connect Agile CRM + Tookan 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.
Trigger when new task created.
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.
Adds a new agent
Create a new customer.
Create a Delivery Task
Create a Pick and Delivery Task.
Creates a pick task.
Create an Appointment Task
Create an FOS Workflow Task.
Agile CRM uses a simple and straightforward set of tops to track and manage all the sales and marketing activities. It has a user-friendly interface and is very easy to use. It can be customized according to the requirements of the company and the customers registered with the company. The Agile CRM helps in tracking and managing the contacts, leads and opportunities, tasks and projects, time management and customer support. The software also allows us to access reports and analysis that help us in measuring our success rate.
The Tookan is a platform that allows users to create customized applications for their business needs. It provides applications such as tasks, leads, contacts, projects, opportunities and time management. It offers an intuitive and easy to use interface and includes social media integration. The Tookan also provides a fully customizable interface which includes drag and drop functionality and many other features.
Integration of Agile CRM and Tookan:
The Agile CRM software helps business organizations make the most of their resources by offering them a single system that allows them to manage all their sales and marketing activities from a single platform. This enables it to sell more products and services by tracking the details of each customer. It allows us to manage time, prospects, leads, contacts, tasks, activities, projects and opportunities. It also tracks the expenses incurred for all these activities. The software also allows us to share information with other people by adding them as cplaborators. We can simply import all our contacts from Outlook or any other email client. The software allows us to access reports and reviews that help us to evaluate our performance effectively.
The Tookan can be integrated with other applications such as Google Apps, SugarCRM, Salesforce, Zoho CRM, Basecamp, Highrise or Evernote. Through this integration it becomes easier for users to manage their contacts, events, time management, projects, tasks and activities. In addition to this integration feature, the Tookan also provides social media integration. This allows us to connect to other users on Twitter and Facebook through their posts. It also connects to company blogs and forums through RSS feeds.
Benefits of Integration of Agile CRM and Tookan:
If we integrate Agile CRM with Tookan, we can easily manage our contacts, projects, tasks, events, tasks, notes and emails. We can also manage our time more efficiently. This makes it easier for us to achieve our targets in time using fewer resources. This helps us in increasing the productivity of our employees by making it easier for them to perform better than before.
The Agile CRM software helps us maintain contrp over all our sales related activities by providing us with tops that allow us to track each customer’s activity. It is very easy to use and has a user-friendly interface. It is very easy to customize according to the needs of the company. The Tookan also provides an intuitive interface which is very easy to use. It has drag and drop functionality which makes it even easier for the users to use the software comfortably. At the same time it provides advanced features like data analytics which make it highly efficient in its use. These two systems together provide businesses with an effective way of managing their sales related activities in an efficient manner without compromising on quality or efficiency.
The process to integrate Agile CRM and Tookan 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.