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Integrate Box with Agile CRM

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

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About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

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
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Best ways to Integrate Box + Agile CRM

  • Box Integration Agile CRM Integration

    Box + Agile CRM

    Add Score to Contact in Agile CRM when New Event is created in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Box Integration Agile CRM Integration

    Box + Agile CRM

    Add Event in Agile CRM when New Event is created in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Agile CRM Integration Add Event
  • Box Integration Agile CRM Integration

    Box + Agile CRM

    Create Company to Agile CRM from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Agile CRM Integration Create Company
  • Box Integration Agile CRM Integration

    Box + Agile CRM

    Create or Update Contact to Agile CRM from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Box Integration Agile CRM Integration

    Box + Agile CRM

    Create Deal to Agile CRM from New Event in Box Read More...
    Close
    When this happens...
    Box Integration New Event
     
    Then do this...
    Agile CRM Integration Create Deal
  • Box Integration {{item.actionAppName}} Integration

    Box + {{item.actionAppName}}

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

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

    Triggers
  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

  • 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 Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

  • 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.

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

How Box & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Box and Agile CRM

Both Box and Agile CRM are cloud based software that have made their way in the market, and they have been able to make their presence felt. In this article, I will compare and contrast Box and Agile CRM and the benefits that would be derived from integration of Box and Agile CRM.

When it comes to comparison of Box to Agile CRM, the first thing that strikes the mind is that both these software are compatible with cloud computing and hence they work on a similar platform. This similarity is mainly in terms of the way they store data and present it. They are also very similar in terms of how they were introduced in the market, as both these softwares were launched around the same time. The main difference between Box and Agile CRM is not only in the way they function but also in the way they are marketed too.

Box is basically a file hosting service which allows access to files on a cloud basis. It allows easy storage of files and easy retrieval of data. It has a very user friendly interface where one can easily share documents and fpders with people who are authorized. A typical user of Box does not have to go through any complex procedures to use Box for his/her benefit.

Agile CRM on the other hand is a customer relationship management software that provides a number of features to help manage the customer relationships. It allows users to keep track of all their customers, contacts and leads. It also helps users to maintain all their information about their clients such as communication history, notes, etc. The features of Agile CRM are more complex than those offered by Box. There are several procedures that need to be fplowed before using Agile CRM for its intended purpose. Thus it is understandable that there is a significant difference between the two software in terms of its user friendliness.

From the above comparisons, it is clear that there is a significant difference between the two softwares when it comes to their usability. This difference is mainly due to the fact that while Box has been designed keeping in mind the user friendliness, Agile CRM has been designed keeping in mind functionality but with higher degree of complexity at some places.

The process to integrate Box 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.