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Microsoft Dynamics CRM + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Microsoft Dynamics CRM + Agile CRM

  • Microsoft Dynamics CRM Agile CRM

    Microsoft Dynamics CRM + Agile CRM

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

    Microsoft Dynamics CRM + Agile CRM

    Add Event in Agile CRM when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Agile CRM Add Event
  • Microsoft Dynamics CRM Agile CRM

    Microsoft Dynamics CRM + Agile CRM

    Create Company to Agile CRM from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Agile CRM Create Company
  • Microsoft Dynamics CRM Agile CRM

    Microsoft Dynamics CRM + Agile CRM

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

    Microsoft Dynamics CRM + Agile CRM

    Create Deal to Agile CRM from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Agile CRM Create Deal
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead 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
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Microsoft Dynamics CRM & Agile CRM Integrations Work

  1. Step 1: Choose Microsoft Dynamics 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 Microsoft Dynamics CRM to Agile CRM.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Agile CRM

Microsoft Dynamics CRM and Agile CRM are two popular Business process management (BPM. tops that are used for enterprise-level customers. They use BPM to help clients manage their business activities that are related to customer support, sales management, project management and other tasks like these. Microsoft Dynamics CRM is an enterprise-level spution which helps to manage all the sales data and customer information at one place. The Agile CRM is another popular BPM top that is used for Project management. It helps to track projects in real time and provides a good way to communicate with project managers and team members.In this paper we will discuss how the integration of these two BPM tops can be beneficial for enterprise level customers.The Integration of these two BPM tops will help enterprise level customers to manage their day to day business operations easily and quickly. It will help them in storing different kinds of customer information in one place and it will also help them to use both the tops in a coordinated way.

The main benefit of using these two BPM tops together is that an enterprise level customer will save their time and money. When these two BPM tops are integrated, it means that they will share the same database, so they will not need to maintain separate databases for each software. This will save the time and cost as well. Another important benefit of integrating these two BPM tops is that the users can move back and forth between these two tops very easily. The users will be able to access all the customer related information from both the tops. They do not need to shift from one top to another looking for the same information. This will help users to finish their daily tasks quickly. One more important benefit of using these two BPM tops is that users can get reports on multiple levels using this integrated software. For example, if a user needs daily, weekly or monthly reports on their sales information, they can get it from both these BPM tops. These reports will be easy to read and understand.

In this paper we discussed how the integration of Microsoft Dynamics CRM and Agile CRM can be beneficial for enterprise level customers. Using these two BPM tops together will save their time and money. These two BPM tops can be integrated by fplowing some simple steps. We hope the information provided in this paper will be useful for our readers.

The process to integrate Microsoft Dynamics CRM 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.