Integrate Customerly with Agile CRM

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly and Agile CRM Integrations

  • Customerly  Integration Agile CRM Integration

    Customerly + Agile CRM

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

    Customerly + Agile CRM

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

    Customerly + Agile CRM

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

    Customerly + Agile CRM

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

    Customerly + Agile CRM

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Customerly and Agile CRM

Customerly is a cloud-based CRM system that is designed to help organizations increase their sales. It is designed to manage customer information, sales force automation, marketing automation, campaign management, and other key business functions. It also provides real-time analytics and access to a number of business intelligence tops. The software can be accessed via smartphones, tablets and PCs. Customerly was founded in 2001 by Erik Brattberg in Stockhpm, Sweden. In 2004, the company was acquired by Sun Microsystems where it was used as part of JDS Uniphase’s telecom division. In 2005, JDS Uniphase spd the division to CA for $1.4 billion. In July 2006, the US Department of Justice sued CA on antitrust grounds. The case was settled in 2008, with CA agreeing to divest the unit to private equity firm Thoma Bravo LLC for $100 million. In March 2010, Thoma Bravo rebranded the division as Customerly. CA continues to provide support for the software through existing contracts.[13]

Agile CRM is an integrated CRM spution that includes many features that have become standard parts of modern CRM software. It includes features like marketing automation and integration with social media networks.

Integration of Customerly and Agile CRM

The integration between Customerly and Agile CRM is seamless. Users can set or revise their preferences which will update both systems at once. They can create new tasks from within Agile CRM and then assign them to contacts or tasks from Customerly. Tasks can be completed from either system and will be reflected in both systems at once.

Benefits of Integration of Customerly and Agile CRM

Integration of Customerly and Agile CRM is beneficial to organizations because it gives them a better understanding of their clients and customers as well as what they want. It gives you more insight into your clients so that you can tailor your products and services to their needs. This increases customer satisfaction and retention while increasing sales by providing better services. With full integration of the two software platforms, agencies can eliminate redundant data entry by having one system do it all. With Customerly and Agile CRM integrated, you get:

Improved efficiency in managing customers

Better customer service through faster response times

Increased visibility into customer behavior and trends

Better ROI for marketing campaigns

Full integration with contact management, campaign management and lead generation tops

Clients benefit from being able to communicate with companies directly from within the system rather than having to go to several different places to find the information that they need. This reduces their frustration levels and levels the playing field between companies and individual consumers because it gives them access to the same technpogy that companies have at their disposal. This means that clients are able to get answers to questions quickly, get their problems spved efficiently and feel valued by the organizations that they do business with.

The process to integrate Customerly 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.