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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 is a payments company that was purchased by the online marketplace, PayPal.
  • Braintree provides an easy purchasing experience for any business to accept credit card payments on their website or mobile application.
  • Braintree has also developed a software called Agile CRM which is used by businesses to manage customer information and payment processing.
  • The integration of Braintree with Agile CRM allows for businesses to accept payment using PayPal which is the biggest online payment service.

    Integration of Braintree and Agile CRM

  • The integration of Braintree and Agile CRM creates a seamless process for accepting payments on a website or mobile application.
  • With Agile CRM, the business can manage their customer and payment information in one place.
  • The integration of Braintree with Agile CRM provides a more efficient way to accept payments.

    Benefits of Integration of Braintree and Agile CRM

  • The benefits of the integration of Braintree and Agile CRM include:
  • A more efficient way to process payments.
  • Easy management of customer and payment information.
  • No additional cost for customers.
  • Quick integration of payment and customer information.
  • The integration of Braintree and Agile CRM is beneficial to both companies as well as customers who use these services.
  • The benefit of this integration is that it provides a quick and efficient way to integrate payment processing and customer management software.
  • This integration is beneficial to businesses because it allows them to save time by not having to research multiple programs to collect payments and manage customer information.

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 solution to help you automate your workflows. Click on the button below to begin.