Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.
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.Agile CRM Integrations
Airtable + PDFMonkeyCreate a PDF document in PDFMonkey for every new Airtable record Read More...
Airtable + Google CalendarCreate a detailed event in Google Calendar from new Airtable records Read More...
It's easy to connect Airtable + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new record is available.
Triggers when a new record is available.
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.
Creates a new record with auto-populating fields.
Update the values of specific cells in an Airtable record.
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.
Airtable is a web-based spreadsheet and database system designed for business, engineering, and other enterprises. Airtable allows you to create and manage relationships between related records stored in separate tables. It also allows you to specify how your data is displayed and updated.Airtable is not just a spreadsheet, it is a platform that allows you to build applications on top of the platform. With Airtable’s API you can create powerful integrations with third party applications. It works with nearly all programming languages, so you can build apps using any technology stack. Node.js, Ruby, Python, Java, PHP, or in the browser with either AngularJS or ReactJS. Many apps built by Airtable users are available on the Airtable App Store.Airtable also has an app for iPhone and iPad. You can also access it from a web browser on any phone, tablet or computer.Airtable was founded in 2013 by CTO and co-founder, CEO Christian Deissler, who previously established the first version of Salesforce CRM, which went public in 2004 and is now one of the most successful SaaS businesses in the world.Airtable provides two different types of accounts. Basic and Professional. The Basic account is free and the Professional account costs $10 per month.Agile CRM is a cloud-based CRM solution that addresses the needs of small and medium-sized businesses with up to 10 employees. Agile CRM is designed to allow you to track contacts, leads, opportunities, products, sales pipelines, marketing campaigns, appointments and much more using an intuitive interface.Agile CRM is accessible from any device via their mobile app or website. It can be installed on your own servers, but if you choose this option you will need to pay for each user at $15 per month (or $150 per year.
One of the most exciting things that can be done with Airtable and Agile CRM is the integration of these two platforms into one system. This integration allows you to combine the power of a cloud based database with the ease and flexibility of spreadsheets. When integrating these two platforms it is important to remember that spreadsheets have a very simple data structure. rows and columns whereas databases generally have a more complex structure. Data coming from a spreadsheet will always have to be treated differently than the way data coming from a database would be treated. The two systems also have different ways of storing data. So how do we get data from Agile CRM into Airtable? One of the best ways to do this is to use Zapier.An example of an integration between these two platforms would be creating a spreadsheet in Airtable that displays all of your leads. For each lead in the spreadsheet, there will be a new row added in Agile CRM with some important information about the lead already populated into the row.Another example would be creating a spreadsheet in Airtable that contains notes about each contact including phone numbers, emails, company names etc. This could then be integrated with Agile CRM by creating one row for every contact that includes some basic information about the contact as well as notes entered into the row from Airtable.The integration possibilities are endless! B. Benefits of Integration of Airtable and Agile CRM There are many benefits to integrating these two platforms. Some of these benefits include. • Improved productivity • Enhanced communication • Enhanced customer service • Improved visibility • Increased sales • Faster reporting • Better forecasting There are many more benefits associated with this integration but I think that these should give you an idea of what is possible when integrating these two platforms. Agile CRM and Airtable are both fantastic products that can help any business succeed when used together properly. By integrating them together you can create powerful applications that allow you to communicate better and more efficiently with your customers while improving your internal communication as well.
The process to integrate Airtable and Agile CRM 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.