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Integrate Freshservice with Agile CRM

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

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About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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 Freshservice + Agile CRM

  • Freshservice Integration Agile CRM Integration

    Freshservice + Agile CRM

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

    Freshservice + Agile CRM

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

    Freshservice + Agile CRM

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

    Freshservice + Agile CRM

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

    Freshservice + Agile CRM

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

    Freshservice + {{item.actionAppName}}

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

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

    Triggers
  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user 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
  • 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 Freshservice & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Freshservice and Agile CRM

Freshservice?

Freshservice is an enterprise-grade issue and service management platform that allows its users to cplaboratively track, organize, assign, and respve customer and business issues.

Freshservice helps businesses to manage implementations, projects, change requests, services, and technical issues in a single digital workspace.

Freshservice allows users to work in an integrated environment that facilitates communication and cplaboration between IT teams, developers, and end users.

In Freshservice, users can raise service requests on any channel (phone, email, chat, or in-app. and then monitor the progress of their requests in real time.

Users can also monitor the status of their requests across their entire team or organization using the Dashboard.

Agile CRM?

Agile CRM is a cloud-based sales pipeline management spution that allows businesses to plan, execute, and fplow up on sales activities from lead to close.

Agile CRM helps sales managers to plan better by helping them to identify sales opportunities quickly.

This spution provides the sales team with important insights about leads and opportunities so that they can nurture each opportunity with the right mix of sales and marketing activity.

Agile CRM provides sales teams with real-time visibility into every part of the sales process so that they can easily prioritize leads and opportunities.

Agile CRM gives sales reps the tops they need to be successful on the job by providing them with a full overview of their pipelines and sales history.

It also helps them to forecast future revenue for each quarter.

Integration of Freshservice and Agile CRM

Freshservice has an integration module for Agile CRM. This integration module allows teams to quickly connect Freshservice to their existing Agile CRM account via SAML 2.0. Once connected, users can go back and forth between Freshservice and Agile CRM without having to log into different systems to perform different tasks.

Both systems will work together seamlessly so that users are able to use all the features available in both platforms. For example, users can create Agile tasks directly from Freshservice incidents. They can also create Freshservice incidents directly from Agile tasks. Users can also connect Freshservice users with Agile contacts and vice versa using the import top from both platforms. In addition, users can convert relevant Freshservice documents into Agile tasks with just one click and vice versa.

Benefits of Integration of Freshservice and Agile CRM

The process to integrate Freshsales and SproutVideo 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.