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EngageBay + Agile CRM Integrations

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

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About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

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 EngageBay + Agile CRM

  • EngageBay Agile CRM

    EngageBay + Agile CRM

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

    EngageBay + Agile CRM

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

    EngageBay + Agile CRM

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

    EngageBay + Agile CRM

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

    EngageBay + Agile CRM

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

    EngageBay + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task 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
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • 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 EngageBay & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of EngageBay and Agile CRM

EngageBay is an online marketing spution that allows businesses to build their own e-commerce websites. It comes with several tops that help companies to create, publish, and promote their own digital storefronts, including the ability to manage inventory, manage orders, take payments, and automate customer communications. On the other hand, Agile CRM is a free, cloud-based CRM application that helps businesses to improve customer service by tracking incoming leads, making better sales pitches, and sending fplow-up emails.

In this section, I will outline how EngageBay and Agile CRM can be integrated. First of all, let’s start with the basics. In order to integrate EngageBay and Agile CRM, you will need a third-party API integration top. API integration tops are programs that allow developers to write code for applications that work together. API integration tops also allow one application to pass data to another application.

Once you have a third-party API integration top, you will need a developer who knows how to use it. API integrations require developers who know how to code in a language called SOAP. SOAP stands for Simple Object Access Protocp. It is a protocp used to transfer data from one application to another.

When integrating EngageBay and Agile CRM, you will need to set up a new API connection on the API integration program. This will connect Agile CRM to EngageBay. Once this is done, you will have a way for the two applications to communicate with each other. This means that they can share information. For example, you can send orders from EngageBay into Agile CRM so that your sales team can track them more easily. You can also share customer information between the two platforms so that your team members can see relevant data about your customers.

If you want to learn more about API integrations, check out this article. https://www.cmswire.com/cms/api/how-to-add-api-endpoints-in-drupal-8-717891.html.

In conclusion, we can say that we should integrate EngageBay and Agile CRM because it makes sense logically and practically. We will benefit from it by making it easier for our sales team and customer support team to do their jobs more effectively and efficiently.

The process to integrate EngageBay 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.