Integrate Agile CRM with WooCommerce

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

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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 WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With WooCommerce, you get everything you need to sell online: secure payment processing, a solid tax/shipping reporting system, and dozens of free & premium themes.

WooCommerce Integrations
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Best Agile CRM and WooCommerce Integrations

  • Agile CRM Integration WooCommerce Integration

    Agile CRM + WooCommerce

    Create Customer to WooCommerce from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    WooCommerce Integration Create Customer
  • Agile CRM Integration WooCommerce Integration

    Agile CRM + WooCommerce

    Update Order in WooCommerce when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    WooCommerce Integration Update Order
  • Agile CRM Integration WooCommerce Integration

    Agile CRM + WooCommerce

    Create Coupon to WooCommerce from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    WooCommerce Integration Create Coupon
  • Agile CRM Integration WooCommerce Integration

    Agile CRM + WooCommerce

    Update Coupon in WooCommerce when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    WooCommerce Integration Update Coupon
  • Agile CRM Integration WooCommerce Integration

    Agile CRM + WooCommerce

    Create Product to WooCommerce from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    WooCommerce Integration Create Product
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + WooCommerce in easier way

It's easy to connect Agile CRM + WooCommerce 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 Coupon

    Triggers when a WooCommerce Coupon is created.

  • New Customer

    Triggers if a customer chooses to register for an account. This can happen during the checkout process, or via the My Account page.

  • New Invoice

    Triggers when a new invoice is created.

  • New Line Item in Order

    Triggers for each line item in an order. Use this if you need the line item details from an order.

  • New Order

    (With Line Item Support) Triggers when a WooCommerce order is paid for.

  • New Order Status Change

    (With Line Item Support) For advanced usage. Triggers every time a WooCommerce order changes status. See the Managing Orders documentation on WooCommerce for more information.

  • New Product

    Trigger when new product is added.

    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 Coupon

    Creates a new coupon.

  • Create Customer

    Action when a WooCommerce customer is created.

  • Create Invoice

    Creates a new invoice.

  • Create Order

    Creates a new order.

  • Create Product

    Creates a new product.

  • Delete Coupon

    Delete Coupon

  • Update Coupon

    Updates an existing coupon.

  • Update Customer

    Updates an existing customer.

  • Update Order

    Updates an existing order.

  • Update Product

    Updates an existing product.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & WooCommerce 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 WooCommerce 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 WooCommerce.

    (2 minutes)

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

Integration of Agile CRM and WooCommerce

Agile CRM

Agile CRM is an open-source software that allows you to create, manage and automate your customer relationship management. It will help you with tasks such as sales, marketing, support and managing your customers. You can use the software for small or large-scale businesses.

WooCommerce

WooCommerce is a free eCommerce plugin for WordPress which allows creation of online stores. It is one of the most popular eCommerce plugins in the world with over 3,000,000 downloads. The plugin also comes with a lot of features such as:

Fully integrated into WordPress – Use it on any WordPress site with no separate installation required.

– Use it on any WordPress site with no separate installation required. Flexible product data – Products can have simple or complex variations, be grouped, and fully searchable by any field.

Products can have simple or complex variations, be grouped, and fully searchable by any field. Secure payment options – Take payments directly on your site with Stripe, PayPal, and more integrated payment gateways. Customers are automatically redirected to the gateway checkout on your site.

Take payments directly on your site with Stripe, PayPal, and more integrated payment gateways. Customers are automatically redirected to the gateway checkout on your site. Multi-lingual – WooCommerce is translated into over 30 languages, making it perfect for global eCommerce sites.

Integration of Agile CRM and WooCommerce

Agile CRM and WooCommerce can be integrated together using Agile Forms extension for WooCommerce available from the official WooCommerce plugin repository. The extension allows to add/update/delete new contact records in Agile CRM automatically based on the order status update in WooCommerce. It is available for both Agile CRM for Salesforce and Agile CRM for Dynamics 365 including the fplowing versions:

Agile CRM for Salesforce v5.6+

Agile CRM for Dynamics 365 v5.6+ (Online)

Agile CRM for Dynamics 365 v5.6+ (On-Premise)

The integration is based on a common point of data exchange between Agile CRM and WooCommerce. This allows you to add/modify/delete contacts in Agile CRM based on the order status changes in Woocommerce database so that you can keep your clients updated about their orders progress within Agile CRM database without manual updates. The extension allows to integrate Agile CRM and WooCommerce in two different modes:

Post-sale mode – Used for the customers with Order status = Completed . This allows to add new contacts or update existing ones based on the order number identified in WooCommerce database.

Used for the customers with . This allows to add new contacts or update existing ones based on the order number identified in WooCommerce database. Pre-sale mode – Used for the customers with Order status = Pending. This allows you to create new contacts or update existing ones based on the order number identified in WooCommerce database. The pre-sale mode also provides you with an opportunity to add/update specific fields only (e.g. email address. instead of sending full details about the customer using a single button click. This will help you to maintain a high level of data quality in your database. This is particularly useful when you need to update contact records with additional information that has been cplected during the checkout process (e.g. shipping address. You can do that using multiple steps which is described below. In this situation if you want only to update email address then you can set the ‘Update only’ flag to ‘Yes’ and place a checkbox on ‘Email field’. If you want to update other fields as well then leave the ‘Update only’ flag blank and press Update All button in Agile CRM forms extension settings form which will update all other fields as well along with email address field highlighted in red cpor below. In this case since we have not selected any additional fields apart from email address field then all other fields except email address field will be updated along with it as well. Here we have selected some other fields as well apart from email address field which we have highlighted in red cpor below. Here after pressing Update All button all these fields along with email address field will be updated in Agile CRM database as shown below. You can find more details about this feature here at Salesforce documentation page and here at Microsoft documentation page

The process to integrate Agile CRM and WooCommerce 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.