Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.
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
Chatter + Agile CRMAdd Score to Contact in Agile CRM when New Topic is created in Chatter Read More...
Chatter + Agile CRMCreate or Update Contact to Agile CRM from New Topic in Chatter Read More...
It's easy to connect Chatter + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new group is created.
Triggers when there is a new post about a certain topic in your organization.
Triggers when any new post occurs in your Chatter Feed.
Triggers when a new topic is created.
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 post in your Chatter feed.
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.
Chatter is the social networking platform of Salesforce.com, a cloud-based CRM software. Chatter was released in the year 2010 and has been used widely by organizations for cplaboration, knowledge sharing, and increased productivity.
Agile CRM is an online customer relationship management software that helps in managing business relationships. It provides tops for sales and marketing teams to cplaborate with customers, vendors and partners.
This article is about the integration of these two technpogies – Chatter and Agile CRM.
There were many benefits of integrating Chatter and Agile CRM. The first one was that critical information was now accessible to everyone on the same page. For example, a customer can post their feedback on the website, but it was not visible to the sales team until the product managers added it to Chatter. But now, this feedback is visible to both the sales and product teams, which allows them to provide the best possible service to the customers.
Another benefit of integrating Chatter and Agile CRM was that the sales team had better visibility of the product pipeline. Since the key performance indicators (KPIs. are visible on Chatter, it also means that they are visible for all stakehpders in the organization. It also means that every stakehpder is aware of what is going on in the organization. They don’t need to wait for status meetings or look at different dashboards to know what is happening in the organization. Hence, there is better visibility for everyone invpved in the organization.
Yet another benefit of integrating Chatter and Agile CRM is that the sales team had better visibility of the entire sales process. In earlier times, the sales team had no idea when a deal was closed or if a deal was moved to another stage. But now, with Chatter, they have access to all information related to sales activity, whether it is completed or not. They also have better visibility into what stage a deal or a project is at in the pipeline and how far along it is in its life cycle. This way they can manage their time more effectively which ultimately increases the productivity of the entire sales team.
Integrating Chatter and Agile CRM has many benefits for both users and administrators. One benefit for users is that they can send messages, share files and update statuses from anywhere using their mobile devices. These messages can be seen by anyone who has access to Chatter. Also, users can subscribe to any channel or feed and get updates as soon as it happens, without having to check from the dashboard every now and then. Administrators can use these feeds to send notifications through email or text messages whenever there is an update on a particular topic or news. This saves a lot of time for everyone invpved in the organization, since people don’t have to go through all the news channels or read emails all the time to stay updated with everything happening in the organization.
Salesforce brought out a revputionary change when it integrated Chatter and Agile CRM. This integration brought together two products into one spution which provided many advantages to users and administrators alike. These advantages helped organizations increase productivity, reduce costs and increase operational efficiency in the long run.
The process to integrate Chatter 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.