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Braintree + Agile CRM Integrations

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

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

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

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 Braintree + Agile CRM

  • Braintree Agile CRM

    Braintree + Agile CRM

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

    Braintree + Agile CRM

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

    Braintree + Agile CRM

    Create Company to Agile CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Agile CRM Create Company
  • Braintree Agile CRM

    Braintree + Agile CRM

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

    Braintree + Agile CRM

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

    Braintree + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

  • 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
  • Create Customer

    Create a new customer.

  • 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 Braintree & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Braintree and Agile CRM

Braintree

Braintree is a payment gateway used by many companies to receive payments and manage customers. It was founded in Chicago, Illinois in 2007 and has since expanded greatly. Today, Braintree provides its services to thousands of companies around the world. The company’s main goal is to allow merchants to accept payments in a secure and easy way while keeping their customers happy. For example, in order to make a purchase from one of their merchants, customers do not have to enter their credit card information into their online payment portal. They can use a variety of different methods including credit cards, PayPal, Apple Pay, or Bitcoin. This allows for a smooth transaction and no confusion for customers.

Agile CRM

Agile CRM is an online software for managing customer data. It was first created in 2001 by Palantir Technpogies Inc., a Palo Alto based data analysis company. It serves as a database for storing information such as customer details such as names, addresses, emails, phone numbers, etc. but also more “technical” information such as customer purchase history and payment history. It also helps with communication with clients in regards to sales, marketing and support functions. Agile CRM is used by companies all over the world, including those that use Braintree’s services.

Integration of Braintree and Agile CRM

Integration of Braintree and Agile CRM allows for greater convenience for clients. By integrating Braintree and Agile CRM, the client does not have to enter information about their account or credit card into two separate portals. Instead they only have to enter it once into Agile CRM to be able to access both systems. Not only that but they will be able to see their transaction history and other purchase information in one place on Agile CRM rather than having to look up that data on Braintree separately. This makes it easier for their customers to find this information and thus improves their customer service.

Benefits of Integration of Braintree and Agile CRM

The primary benefit of integration of Braintree and Agile CRM is convenience for the customer. Customers must enter their personal data into numerous websites and apps when using them regularly. So by having both Agile CRM and Braintree integrated, it cuts down on the time and effort that customers have to put in when purchasing products. Another benefit of integration is that it gives clients a better view of their business through the use of both platforms. For example, if you are using Braintree to process your online payments but have an Agile CRM account to store information about your customers, you will not be able to see important information about your customers such as what they have purchased or how much money they owe you unless you integrate these platforms. By doing so you can see all of this information on Agile CRM and thus gain valuable insight into your business that could help you improve your sales strategies or better serve your customers.

The process to integrate Braintree 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.