Integrate Copper CRM with Agile CRM

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

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About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

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 Copper CRM and Agile CRM Integrations

  • Copper CRM Integration Agile CRM Integration

    Copper CRM + Agile CRM

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

    Copper CRM + Agile CRM

    Add Event in Agile CRM when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Agile CRM Integration Add Event
  • Copper CRM Integration Agile CRM Integration

    Copper CRM + Agile CRM

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

    Copper CRM + Agile CRM

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

    Copper CRM + Agile CRM

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

    Copper CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task is updated.

  • 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
  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

  • 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 Copper CRM & Agile CRM Integrations Work

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

    (2 minutes)

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