Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
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
Braintree + Agile CRMAdd Score to Contact in Agile CRM when New Customer is created in Braintree Read More...
Braintree + Agile CRMAdd Event in Agile CRM when New Customer is created in Braintree Read More...
Braintree + Agile CRMCreate or Update Contact to Agile CRM from New Customer in Braintree Read More...
It's easy to connect Braintree + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when you add a new customer.
Triggers when you add a new transaction.
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.
Create a new customer.
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.
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 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 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.
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.