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Google Docs + Agile CRM Integrations

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

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About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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 Google Docs + Agile CRM

  • Google Docs Agile CRM

    Google Docs + Agile CRM

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

    Google Docs + Agile CRM

    Add Event in Agile CRM when New Document is created in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Agile CRM Add Event
  • Google Docs Agile CRM

    Google Docs + Agile CRM

    Create Company to Agile CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Agile CRM Create Company
  • Google Docs Agile CRM

    Google Docs + Agile CRM

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

    Google Docs + Agile CRM

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

    Google Docs + {{item.actionAppName}}

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

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

    Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • 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 Google Docs & Agile CRM Integrations Work

  1. Step 1: Choose Google Docs 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 Google Docs to Agile CRM.

    (2 minutes)

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

Integration of Google Docs and Agile CRM

Google Docs is a web-based cplaborative word processor developed by Google. The service allows users to create and edit documents online while cplaborating with other users. Documents can be shared publicly or with specific individuals, including offline. Google Docs is also an editor for Google Sites.

Agile CRM is a software application written in PHP. It is a free and open source Customer Relationship Management software top. It is the most popular free open source CRM system in the world.

Integration of Google Docs and Agile CRM benefits the user because they allow them to share, organize and cplaborate on documents while tracking all activity within the documents. Integration of Google Docs and Agile CRM means that users can work on documents together at the same time. They are able to add comments, track changes and use workspaces. This leads to better communication between the users, less conflict over the details of a document and reduced costs in paper, printing and faxes. Integration of Google Docs and Agile CRM allows the business users to focus on their core tasks without having to worry about the technical details.

The integration of Google Docs and Agile CRM provides businesses with an effective way to manage business documents online. Users are able to cplaborate more effectively, save money on office supplies and reduce waste. By using this integration, businesses are less likely to produce duplicate documents, which decreases the amount of work required to manage and maintain those documents.

The process to integrate Google Docs 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.