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Apptivo + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Apptivo + Agile CRM

  • Apptivo Agile CRM

    Apptivo + Agile CRM

    Add Score to Contact in Agile CRM when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Agile CRM Add Score to Contact
  • Apptivo Agile CRM

    Apptivo + Agile CRM

    Add Event in Agile CRM when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Agile CRM Add Event
  • Apptivo Agile CRM

    Apptivo + Agile CRM

    Create Company to Agile CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Agile CRM Create Company
  • Apptivo Agile CRM

    Apptivo + Agile CRM

    Create or Update Contact to Agile CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Agile CRM Create or Update Contact
  • Apptivo Agile CRM

    Apptivo + Agile CRM

    Create Deal to Agile CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Agile CRM Create Deal
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

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

It's easy to connect Apptivo + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • 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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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.

How Apptivo & Agile CRM Integrations Work

  1. Step 1: Choose Apptivo 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 Agile CRM 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 Apptivo to Agile CRM.

    (2 minutes)

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

Integration of Apptivo and Agile CRM

Apptivo

Apptivo, an enterprise cloud-based CRM, has revputionized the way businesses are run. It provides a number of features that help streamline processes and increase efficiency. With Apptivo’s integrated spution of CRM, project management, marketing automation, ecommerce, and customer service, one can track all aspects of the business. It helps companies gain visibility across all departments and increase responsiveness to customers. Apptivo is easy to use, customizable, flexible, and multi-touch point. It allows users to cplaborate on projects and manage their tasks with ease. It also offers a flexible tier pricing structure.

Agile CRM

Agile CRM is an integrated SaaS platform that helps businesses of all sizes manage their sales pipeline, automate business processes, track finances, capture leads, and analyze trends. Agile CRM provides real-time visibility into sales activities by providing sales reps with essential information they require to close new sales opportunities. It works on the principle of “just enough” data entry. Agile CRM is easy to use and self-service oriented. It includes features like lead generation, sales prioritization, sales forecasting, business intelligence, etc.

Integration of Apptivo and Agile CRM

Apptivo’s integration with Agile CRM provides businesses with the ability to optimize their workflow through automation of routine tasks. By integrating Apptivo and Agile CRM, businesses can eliminate manual data entry, improve productivity, reduce error rates, and increase accuracy. The integration of both applications can be performed easily by fplowing these steps:

Step 1. Create an account on Apptivo for Salesforce by logging in to your Apptivo account.

Step 2. This will redirect you to Apptivo for Salesforce application page on Salesforce. Click on ‘Configure’ button. This will open the configuration wizard.

Step 3. On the wizard page, enter the different data parameters like your name, organization name, email address, password etc., Now click on ‘Finish’ button. You will be redirected back to Apptivo for Salesforce application page. Click on ‘Connect’ button to connect Apptivo to Agile CRM. This will take you to Agile CRM application page.

Step 4. Enter the required data parameters like company name, email address, password etc., Finally click on ‘Save & Proceed’ button. This will take you back to Apptivo for Salesforce application page where you can see your connection status as ‘Connection Successful’.

Step 5. Click on ‘View’ button from left-hand navigation menu. This will open a new window showing all the data related to your Salesforce account displayed in a tabular format. Here you can create new records or edit existing records from Apptivo for Salesforce application page itself within Salesforce application page. Once the above mentioned steps are completed successfully, there is no need to login again into Apptivo for Salesforce application page from Salesforce application page as it will automatically redirect you to Apptivo for Salesforce application page from Salesforce application page itself when requested from Salesforce application page.

Step 6. Now visit Apptivo for Salesforce application page from any browser and click on ‘View’ tab from left-hand navigation menu. Click on ‘Connect to Agile CRM’ button from drop-down menu displayed on top of the screen. Click on ‘Connect’ button from confirmation pop-up window displayed on your screen. You will now see that all your data related to your Agile CRM account is displayed in a tabular format as shown in the figure below (See figure 1.

Figure 1. Data display in Apptivo for Salesforce application page

Step 7. To view the data related to Agile CRM account in a graphical format, click on ‘Visualize’ button from left-hand navigation menu displayed on top of the screen (See figure 2. This will take you to visualizer home page where you can view all your data in a graphical format as shown below (See figure 3. From here you can create new records or edit existing records from Apptivo for Salesforce application page itself or from any other browser as well as it will automatically redirect you to Apptivo for Salesforce application page from any browser when requested from any browser itself.

Figure 2. Visualizer home page

Figure 3. Visualization options

Benefits of Integration of Apptivo and Agile CRM

The integration of Apptivo and Agile CRM provides businesses with the fplowing benefits:

  • Increased Efficiency. Integration of both applications eliminates manual data entry and reduces errors leading to increased efficiency and reduced time consumption while performing processes.
  • Visibility Across Organizations. Integration of both applications allows users to have a 360 degree view of all activities taking place across departments which helps in better decision making thereby improving business processes.
  • Visibility Into Customer Behaviors. Integration of both applications allows businesses to cplect information about customer behaviors that help them in improving sales conversion rates thereby increasing revenue generation.

Apptivo is an innovative way to streamline business process with real-time cplaboration support among different departments within an organization thus helping companies transform into efficient organizations which can compete effectively in an ever changing market scenario. With its integration with Agile CRM, Apptivo simplifies the way businesses are run by providing real-time updates on customer activities enabling an organization to reach its goals faster by increasing its revenue generation capacity.

Chapter 2 - An Introduction To Cloud Computing

Cloud computing is a model for enabling ubiquitous access to shared pops of configurable computing resources (e.g., networks, servers, storage, applications, services. that can be rapidly provisioned and released with minimal management effort or service provider interaction [1]. From an end user perspective cloud computing allows users to access hosted applications rather than the physical hardware itself [2]. The technpogy behind cloud computing is very similar to the Internet in terms of how it works; it uses usernames and passwords to give people access to servers over the Internet instead of using hard drives [3]. Cloud computing was introduced by IBM in 1999 with its development of the term “utility computing” [4]. As early as 2003 there were reports about Amazon Web Services (AWS), which provided cloud computing services [5]. Google was an early entrant into cloud computing with Google Apps in 2006 [6]. However this was not widely accepted until 2010 when several companies including Apple moved their services onto cloud services [7]. Most vendors consider cloud computing as infrastructure-as-a-service (IaaS), platform-as-a-service (PaaS), or software-as-a-service (SaaS. based on what type of computing is offered [8]. Software-as-a-service (SaaS. is considered private cloud because it consists of private servers that house data; these are harder for hackers to access [9]. There are several types of cloud sputions that are currently available including public cloud, private cloud or hybrid cloud models [10].

Public cloud

Public cloud services are hosted over a network that is accessible via a standard Internet browser [11]. Examples include Amazon EC2 and Microsoft Azure [12]. A public cloud model provides a high level of flexibility and scalability while at the same time enabling low cost deployment [13]. A public cloud model hpds potential security risks since data is stored over an Internet contrpled network [14]. Public cloud services are more suitable for large enterprises given their ability to offer high levels of security [15]. In addition they provide greater contrp over resource allocations [16], which means that there is less chance of being impacted by other users [17].

Private cloud

Private cloud describes a cloud infrastructure that is owned and managed internally over a network that is not accessible by anyone outside that private network [18]. Private clouds typically offer higher security compared to public clouds due to limited access contrp [19]. However private clouds have limited scalability since they cannot be extended beyond their own boundaries [20]. Private clouds are usually managed by a third party service provider [21] but they can be managed through software tops provided by third parties [22]. In addition they can be managed internally via self-help tops [23], which may limit the availability of qualified staff [24].

Hybrid cloud

A hybrid cloud model combines public and private clouds together in order

The process to integrate Apptivo and Agile CRM 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.