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Integrate BulkGate with Agile CRM

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

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About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

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 BulkGate + Agile CRM

  • BulkGate Integration BulkGate Integration

    Agile CRM + BulkGate

    Send Transactional SMS in BulkGate when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    BulkGate Integration New Ticket
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration BulkGate Integration

    Agile CRM + BulkGate

    Send Promotional SMS in BulkGate when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    BulkGate Integration New Ticket
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • BulkGate Integration BulkGate Integration

    Agile CRM + BulkGate

    Send Transactional SMS in BulkGate when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    BulkGate Integration New Contact
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration BulkGate Integration

    Agile CRM + BulkGate

    Send Promotional SMS in BulkGate when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    BulkGate Integration New Contact
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • BulkGate Integration BulkGate Integration

    Agile CRM + BulkGate

    Send Transactional SMS in BulkGate when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    BulkGate Integration New Event
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration {{item.actionAppName}} Integration

    BulkGate + {{item.actionAppName}}

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

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

    Triggers
  • 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
  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

  • 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 BulkGate & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of BulkGate and Agile CRM

BulkGate

Bulkgate is an IBM software that provides the customers easy access to their data stored in different databases. The customers can also convert their data into a common format. The customers can use this data for creating their own applications. Bulkgate eliminates the need for re-keying of data. Customers can integrate their existing data with the data stored in Bulkgate. This integration will help customers to have access to all their data at one place. Bulkgate also allows customers to create data reports, maintain data integrity and backup their data. These features enable the customers to improve their business operations. The customers can also enhance their customer service because they can provide real time data to their customers.

Agile CRM

Agile CRM is the leading provider of software for customer relationship management. Agile offers its customers integrated programs that enable them to manage their customer relationships. Agile offers its customers the option of hosting their application on local server or on their cloud servers. It provides its customers options of using either Microsoft Access database or SQL database. Agile has also developed an application called Agile Business Builder. This application helps its customers to create their own applications easily. It has four modules named Leading Edge, Data Management, Marketing, and Sales and Distribution.

Integration of BulkGate and Agile CRM

BulkGate and Agile CRM can be integrated with each other so as to provide better services to the customers. Bulkgate enables the customers to integrate their existing data with the data stored in Bulkgate. This integration will help customers to have access to all their data at one place. Bulkgate also allows customers to create data reports, maintain data integrity and backup their data. These features enable the customers to improve their business operations. The customers can also enhance their customer service because they can provide real time data to their customers. This integration will also make it easier for the customers to develop their own applications based on the data stored in Bulkgate and Agile CRM.

Benefits of Integration of BulkGate and Agile CRM

BulkGate and Agile CRM can be integrated with each other so as to receive benefits from this integration. The companies will benefit from the integration by saving time and money they would otherwise spend on developing their own applications. Companies will also be able to save money on hardware and software required for developing their own applications. Companies would be able to focus more on marketing and improving customer relations instead of focusing on developing their own applications. Customers of these companies would also benefit from this integration as they would get a common platform for managing all the information related to their business operations and customer relations. They would not have to worry about accessing different databases or different applications for managing different aspects of their business operations and customer relations. This will also help improve communication between different departments of a company as they will be able to access all the information related to a particular customer from a single place. This integration will also reduce the possibility of errors as all the information related to a particular customer will be available from a single place without any possibility of any human error.

The process to integrate BulkGate 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.