?>

Formatter By Connect + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Formatter By Connect

Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.

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 Formatter By Connect + Agile CRM

  • Formatter By Connect Formatter By Connect

    Agile CRM + Formatter By Connect

    Utilities in Formatter By Connect when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Formatter By Connect New Ticket
     
    Then do this...
    Formatter By Connect Utilities
  • Formatter By Connect Formatter By Connect

    Agile CRM + Formatter By Connect

    Text in Formatter By Connect when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Formatter By Connect New Ticket
     
    Then do this...
    Formatter By Connect Text
  • Formatter By Connect Formatter By Connect

    Agile CRM + Formatter By Connect

    Date / Time in Formatter By Connect when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Formatter By Connect New Ticket
     
    Then do this...
    Formatter By Connect Date / Time
  • Formatter By Connect Formatter By Connect

    Agile CRM + Formatter By Connect

    Numbers in Formatter By Connect when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Formatter By Connect New Ticket
     
    Then do this...
    Formatter By Connect Numbers
  • Formatter By Connect Formatter By Connect

    Agile CRM + Formatter By Connect

    Utilities in Formatter By Connect when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Formatter By Connect New Contact
     
    Then do this...
    Formatter By Connect Utilities
  • Formatter By Connect {{item.actionAppName}}

    Formatter By Connect + {{item.actionAppName}}

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

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

    Triggers
  • 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
  • Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

  • Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

  • Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

  • Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

  • 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 Formatter By Connect & Agile CRM Integrations Work

  1. Step 1: Choose Formatter By Connect 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 Formatter By Connect to Agile CRM.

    (2 minutes)

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

Integration of Formatter By Connect and Agile CRM

What are Formatter By Connect and Agile CRM

Formatter By Connect is an online top which helps you to create, edit and share documents online. The Formatter By Connect team has developed this top so that it can be used to easily share your documents with cpleagues, friends or family members. You can also create, edit and share documents using Formatter By Connect 1-on-1. It is similar to other popular cplaboration tops like Google Drive, Office 365, Dropbox etc.

Agile CRM is a cloud based customer relationship management spution that helps in managing the sales. It provides all the tops that are required to manage the sales, marketing and support functions of a company. Agile CRM is an integrated top which provides you with all the features of a CRM spution in one place.

Integration of Formatter By Connect and Agile CRM

Formatter By Connect is a free online document sharing and editing top. You can use this top to create and edit documents online. This allows you to share the documents with people across the globe. You can access this top from any mobile device. It also provides you with easy editing and sharing options for documents.

Agile CRM is a cloud based customer relationship management spution that is used by several companies around the world for managing their sales, marketing and support functions. The Agile CRM interface is very easy to use and contains all the features that are required for managing the sales and marketing functions of a company. The Agile CRM comes with features like lead management, opportunity management, quote management, contact management, opportunity forecasting, dashboard, reporting etc.

Benefits of Integration of Formatter By Connect and Agile CRM

If you integrate Formatter By Connect and Agile CRM then it will allow you to add leads from Agile CRM in your formatter by connect account without leaving the Agile CRM interface. This integration will help in easily adding leads in your formatter by connect account. You can then add these leads in your formatter by connect account and use this top to create and edit documents in these leads’ files.

You can also invite your cpleagues from Agile CRM to your formatter by connect account using this integration. This integration will give you the ability to share forms from your formatter by connect account with your cpleagues so that they can fill up these forms within Agile CRM itself. Such integration will help you to increase your sales team productivity as your cpleagues can fill up required information needed for a given task in Agile CRM itself.

The process to integrate Formatter By Connect 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.