Integrate Loyverse with Agile CRM

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

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About Loyverse

Loyverse is a POS solution that uses a single dashboard to allow bars, restaurants, retail stores, cafes, and other businesses to check stock levels, print barcode labels, issue receipts, visualize sales metrics, and more.

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.

Want to explore Loyverse + Agile CRM quick connects for faster integration? Here’s our list of the best Loyverse + Agile CRM quick connects.

Explore quick connects

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Connect Loyverse + Agile CRM in easier way

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

  • Triggers
  • Update Customer

    Updates existing customer

  • Watch Customers

    Trigger when a new customer is added

  • Watch Employees

    Triggers when a new employee is created

  • Watch Inventory Levels

    Triggers when inventory levels change.

  • Watch Items

    Triggers when a new item is created

  • Watch Receipts

    Triggers when a new receipt is added

  • Watch Stores

    Triggers when a new store is created

  • Watch Taxes

    Triggers when a new tax 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 Customer

    Create a customer.

  • Create Item

    Creates an Item

  • Create Receipt

    Creates a new receipt.

  • Create Update Customer

    Creates a new customer or updates an existing one.

  • Edit Inventory Levels

    Edit Inventory Levels.

  • Get single Item

    Gets a single item by ID

  • Update Item

    Updates a Single Item.

  • 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 Loyverse & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Loyverse and Agile CRM

Loyverse is a cloud based CRM Software that helps businesses manage the customer life cycle. It is designed to be a single point of contact for all your customer data and interactions. Loyverse offers a wide range of services like email marketing, social media marketing, appointment booking, lead management, business analytics, etc.Loyverse is easy to use and has a user-friendly interface. It makes it easy for small business owners to manage their contacts as well as provide customer service.Agile CRM is an integrated case management spution that provides an efficient way to manage customer support cases. Agile CRM integrates with other popular applications like Loyverse, Salesforce, Zendesk, Desk.com, Google Apps, etc.Agile CRM is known for its flexibility and ease of use. It offers features like custom fields, templates, workflow rules, etc.

Integration of Loyverse and Agile CRM will help businesses:· Track all customer touch points across channels.· Help businesses make accurate decisions and save time.· Keep track of all communication activities.· Ensure consistency in customer experience across channels.· Provide better customer support across channels.

With the integration of Loyverse and Agile CRM, small business owners will be able to manage their customers effectively and efficiently. It will also help businesses to focus on revenue generation rather than spending time in managing customer interactions.

The process to integrate Loyverse 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 February 01,2023 11:04 am