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Freshsales + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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

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Best ways to Integrate Freshsales + Agile CRM

  • Freshsales Agile CRM

    Freshsales + Agile CRM

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

    Freshsales + Agile CRM

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

    Freshsales + Agile CRM

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

    Freshsales + Agile CRM

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

    Freshsales + Agile CRM

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

    Freshsales + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • 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 Freshsales & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Freshsales and Agile CRM

Freshsales is a simple and effective CRM system for your sales leads. It helps you increase the number of sales and reduce the time to close a deal. The software helps you in managing customer contacts, manage leads and automate tasks that take up most of your time.

Agile CRM is a software that helps you in tracking sales calls, sharing contacts with team members and monitoring the progress of sales. With Agile CRM, you can create sales leads, track appointments and contact prospects. You can also add notes to your activities and keep them updated with the latest information.

  • Integration of Freshsales and Agile CRM
  • Integration of Freshsales and Agile CRM helps in tracking the progress of sales on a real-time basis. If you have integrated Freshsales and Agile CRM, then regular updates are pushed into the system so that you can easily track the progress. You can access your leads using both the systems and manage them accordingly. If you want to reach out to customers, you can use the lead feature in Freshsales and then use the Agile call feature to schedule a call. The integration allows you to sync your contacts, which makes it easy for you to find the right person at the right time.

  • Benefits of Integration of Freshsales and Agile CRM
  • There are many benefits of integrating Freshsales and Agile CRM. In this section, I will discuss three benefits of integrating these two systems.

    • Reduce Time Spent on Tasks

    The biggest benefit of using these two systems together is that it reduces your time spent on tasks that are not important. For example, if you have created a contact in Freshsales, then you do not need to create it again in Agile CRM. You can simply use the contact ID and pass it directly to Agile CRM for further action. This saves an enormous amount of time because often people create duplicate contacts in different systems due to lack of coordination. If you integrate these two systems, then you save a lot of time as well as frustration associated with having to manually create unnecessary data every time. The features of both the systems can be used by only one user, which means that multiple users cannot work on the same task at the same time using different systems. This helps you in saving time because otherwise, if you had to manage these tasks in two different places, then there would be confusion about what has been done already or whether the task has been completed or not. After integrating Freshsales and Agile CRM, you can easily check whether any specific task has been completed or not by checking both the systems.

    • Increase Sales Opportunities

    Integrating Freshsales and Agile CRM increases opportunities for sales because it helps you to find all sales leads in one place. For example, if someone mentions a company name during a conversation or in a meeting, then you can automatically put it on a list so that you do not miss any opportunity to sell your products or services. The best part about this feature is that it works on smart filters, so that once you have filtered out all irrelevant leads from your lists, then only those contacts are displayed that are relevant to your business and may get converted into customers at some point in the future. You can also send reminders to yourself to contact your leads at regular intervals so that they do not slip out of your hands forever. In addition to this, when someone mentions a company name, you can search for it in Google instead of searching through your entire database to find it again later. The search function works very quickly and effectively with no lag issues whatsoever. By using these features together, you can easily build your sales pipeline without spending too much time on data entry work. You can also use tops like Hiveage or FreeLeadsPro to increase your sales pipeline exponentially in no time.

    • Increase Conversion Rate

    Integration of Freshsales and Agile CRM helps to increase conversion rate because it provides an easy way for the customer support staff to take care of customers’ contacts who are not necessarily lead generation prospects but still need attention and service delivery. For example, if someone calls up your company’s customer care number and tries to speak with someone from the support team but they don’t respond on time and provide a poor experience, then a customer might think twice before calling again or even buying more products or services from your company in the future. However, if you integrate Freshsales and Agile CRM and assign ticket numbers to all incoming calls, then you have an easy way to track all details about each call from beginning to end and ensure that no customer goes away unhappy. In addition to this, if there is any problem with any order or service being delivered, you can use these tops to generate quick reports that detail how much order value was lost due to poor service delivery or how many customers left after receiving poor service. By doing this, you can measure how much revenue was lost due to poor customer service delivery and how much revenue could have come into your company had service delivery been better. Having this information is very useful if you want to increase your revenue by improving customer support service delivery in future. Another benefit of integrating Freshsales and Agile CRM is that you get insights into what kind of content has been shared online which resulted in conversions or how many leads came in from specific social media platforms at what times so that you can plan for future marketing campaigns accordingly based on these insights.

    The process to integrate Freshdesk and Cpligso TextIn 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.