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Keap + Agile CRM Integrations

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

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

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

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 Keap + Agile CRM

  • Keap Agile CRM

    Keap + Agile CRM

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

    Keap + Agile CRM

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

    Keap + Agile CRM

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

    Keap + Agile CRM

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

    Keap + Agile CRM

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

    Keap + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact 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
  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to 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.

How Keap & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Keap and Agile CRM

Keap is a powerful spution that is designed to simplify your day-to-day processes. It can be used in any industry and it has various functionalities to help you effectively manage your business. It can also be used in any kind of environment, whether it is local or remote. Its features are helpful when it comes to sales automation, customer relationship management, marketing automation, project management, resource planning, finance management, employee management, business process automation.

Agile CRM is an online sales management spution that helps companies organize their sales activities. The software has key features like marketing automation, customer service, e-mail marketing, lead management, contact management, data integrations, social media integration, mobile access, web access, dashboards and analytics.

Keap and Agile CRM integration has many benefits for companies that use both sputions. The two sputions work together seamlessly and they can help save time and money. Here are some of the benefits of combining Keap and Agile CRM:

– Time saving

The integration between Keap and Agile CRM will help save your time because you will produce better results. It is also easier to work with one platform rather than with two different ones.

– More efficient workflows

When you combine Keap and Agile CRM, your workflows will be more efficient than before. You will not waste time doing unnecessary tasks. Everything will be automated so you will spend less time on repetitive actions. Also, you will get useful insights about your company thanks to the integrated platforms.

– Improved relationship with customers

The integration between Keap and Agile CRM can help you build stronger relationships with your customers. Your marketing campaigns will be more efficient because you will have better insights about your target audience.

– Better organization of data

Since you have all the data in one place, it will be easier for you to find information as well as share it with other employees. This way, everybody will see the same things and work together towards the same goals.

With the integration between Keap and Agile CRM, you will boost your productivity and increase your efficiency. It is a spution that can help you gain more insight into your company and its data. You will gain a better understanding of what is working and what is not working and you will know how to improve your processes by fixing the mistakes and capitalizing on the successes.

The process to integrate Keap 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.