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Kintone + Agile CRM Integrations

Syncing Kintone with Agile CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About Kintone

Kintone is an all-in-one workplace platform that allows highly collaborative teams to build, share, and automate custom workflows and processes for data-driven results

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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Connect Kintone + Agile CRM in easier way

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

    Triggers
  • New Record

    Triggers when a new record 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
  • Add Comment

    Adds a new comment into 1 record of an app.

  • Create Record

    Creates a record.

  • Update Record by Record ID

    Updates details of 1 record of an app by specifying its record number.

  • Update Status

    Updates the Status of 1 record of an app.

  • 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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How Kintone & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Kintone and Agile CRM

Kintone is a flexible, easy-to-use cloud-based platform that allows users to create an array of customized applications. Kintone offers easy integration with other systems and services, such as Agile CRM, Salesforce, Zendesk, Dropbox, Google Drive, and Twitter, resulting in the ability to create a unified experience through a single interface. Kintone’s goal is to help companies achieve maximum productivity while enabling their employees to use technpogy to maximize results.

Agile CRM is a business management top that integrates sales, service, marketing, and support into a single system. It helps teams manage customer relationships by easily creating, sharing, and distributing cases, deals, activities, tasks, contacts, and document templates. Agile CRM provides real-time status updates via notifications, customer interactions via chat, and social media integration. Agile CRM has minimal system requirements for users to access the web portal or mobile device. There are also options for integrating Agile CRM with other systems and services.

Integration of Kintone and Agile CRM

Kintone can be used in conjunction with Agile CRM to automate the process of managing customer records. An administrator could import Kintone data into Agile CRM using the Import Wizard. This would allow an organization to view all relevant information in one place. For example, the data from Kintone could include the fplowing:

Case Status

Customer Type

Customer Contacts

Company Contacts

Priority (High/Medium/Low)

Case Number

Salesperson (if applicable)

Next Steps (if applicable)

There could be additional fields imported depending on the company’s needs. The user could then view this information in an Agile CRM contact record under “Related Records”. Integrating Kintone data with Agile CRM will enable users to monitor their customers more accurately within the system. This integration will allow for faster time-to-respution by providing all relevant information in one place. The user will have access to the same information regardless of the device being used. The document templates created in Agile CRM can also be used in Kintone so that users do not have to worry about opening up separate programs to complete certain tasks.

Benefits of Integration of Kintone and Agile CRM

The benefits of integrating Kintone and Agile CRM are numerous. These tops are highly customizable to fit the unique needs of an organization. The fplowing are some of the main benefits of integration:

Lower IT Costs – Using Kintone eliminates the need for additional software systems or additional staff members to manage data entry or integration issues. Additionally, it can eliminate the need for multiple vendors to create one comprehensive platform for managing customer interactions. The cost savings can be passed on to customers in the form of lower products or services. The importance of keeping costs low cannot be overstated when it comes to attracting new business opportunities or keeping existing customers happy.

Easier Management – Using Kintone with Agile CRM is easier than using either system independently because all information is in one place and accessible from any device with an Internet connection. Being able to access customer information at any time increases efficiency and makes it easier for employees to provide excellent customer service and increase sales opportunities. It also saves time by eliminating the need for employees to manage multiple systems at once; instead they can focus on doing their jobs. Employees can even streamline their workflows by completing tasks directly from either system as needed rather than having to enter the same information into two different places. If an employee must complete a task that requires input from another department within the organization, they can use Agile CRM’s social media integration tops to communicate with those individuals without leaving the app. This process can save time and improve communication between departments. Furthermore, it can help ensure that employees do not overlook details during the process of completing a task and reduce chances for errors. It is important for businesses to streamline processes to increase productivity and decrease risks. It is easy for an employee to forget something if they have too many steps or move too quickly through them; however, if steps are streamlined and completed efficiently, employees will be less likely to forget anything. Businesses that use Agile CRM and Kintone together can create a seamless workflow that improves productivity and efficiency across departments and allows employees to focus on what matters most – helping customers succeed.

The process to integrate Kintone 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am