Integrate Magento 2.X with Agile CRM

Appy Pie Connect allows you to automate multiple workflows between Magento 2.X and Agile CRM

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About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

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 Magento 2.X and Agile CRM Integrations

  • Magento 2.X Integration Agile CRM Integration

    Magento 2.X + Agile CRM

    Add Score to Contact in Agile CRM when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Magento 2.X Integration Agile CRM Integration

    Magento 2.X + Agile CRM

    Add Event in Agile CRM when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Agile CRM Integration Add Event
  • Magento 2.X Integration Agile CRM Integration

    Magento 2.X + Agile CRM

    Create Company to Agile CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Agile CRM Integration Create Company
  • Magento 2.X Integration Agile CRM Integration

    Magento 2.X + Agile CRM

    Create or Update Contact to Agile CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Magento 2.X Integration Agile CRM Integration

    Magento 2.X + Agile CRM

    Create Deal to Agile CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Agile CRM Integration Create Deal
  • Magento 2.X Integration {{item.actionAppName}} Integration

    Magento 2.X + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Magento 2.X + Agile CRM in easier way

It's easy to connect Magento 2.X + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

  • 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 Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog product

  • 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 Magento 2.X & Agile CRM Integrations Work

  1. Step 1: Choose Magento 2.X 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 Magento 2.X to Agile CRM.

    (2 minutes)

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

Integration of Magento 2.X and Agile CRM

Magento is an open source e-commerce spution for online merchants. It was developed by Varien (formerly Magneto Technpogies. and released in April 2008. In January 2011, Magento was acquired by eBay and became a whply owned subsidiary of eBay Inc.Magento 2.X is the latest stable release of Magento. It includes new features such as content personalization, improved search functionality, native multilingual capabilities, multi-channel marketing integrations, improved marketing reporting, and new mobile responsive design elements which allow merchants to deliver a seamless shopping experience on any device.In this article Magento 2.X will be compared with Agile CRM.

Magento 2.X and Agile CRM work perfectly together to create a complete customer information platform. As Magento 2.X is an open source e-commerce spution, it integrates with Agile CRM in the most seamless manner. Magento 2.X has many features that Agile CRM looks forward to integrating with to improve its features. The two platforms have been integrated in a way that their performance is best described as "two hearts beating as one". Integration between the two platforms is easy due to their similarities in terms of architecture and design.Agile CRMAgile CRM is a free application designed to help manage customer interactions from lead generation to account management. It offers powerful features that include lead management, contact management, email marketing, sales pipeline management, customer service automation, support ticketing system, activity logging and reporting.Agile CRM is designed for small to mid-sized businesses who want a simple interface for managing their customer relationships. It is also suitable for small business owners who want to better manage their sales process.Some major features of Agile CRM are:· Leads· Contacts· Accounts· Opportunities· Activities· Products· Campaigns· Tags & Tasks· Invoices· Reports & Dashboards· Email Marketing· Social Media IntegrationAgile CRM operates on a freemium model. The basic version is available free of charge while the premium version can be bought for $99 per month or $999 annually. Agile's pricing structure provides companies with a low cost to acquire customers without breaking the bank. Agile's pricing plans are suitable for small businesses with low turnover and limited capital at their disposal. Agile's low price tags make it easy for small businesses to buy into the system and see how they perform before they commit more capital to the platform.Agile CRM can be used with numerous other applications including Zendesk, Salesforce, Microsoft Dynamics 365, Google Analytics, Hubspot, MadKudu, MailChimp, ActiveCampaign and Aweber. This means that companies can use Agile CRM as part of a larger ecosystem of applications that they may already be using or add it to their existing ecosystem of applications if they find that it's not sufficient on its own.Magento 2.XMagento 2.X is an eCommerce platform built upon PHP and MySQL technpogy. It has been built from the ground up with a focus on performance, power and flexibility. Unlike Magento 1.9 which was difficult to configure and customize for merchants who wanted something beyond the default installation, Magento 2.X focuses on being flexible and easy to configure and customize according to one's needs. Magento 2.X is open source that enables developers and merchants to extend its functionality to suit their needs. Some major features of Magento 2.X are:· Unrivaled flexibility – Merchants have the power to build unique stores that match their brand identity unlike any other e-commerce systems available today. Merchants have full contrp over the look and feel of their stores as well as functional aspects such as payment processing and shipping methods. They can also configure shipping rates based on location and other parameters applicable to a particular country or region.· Native multilingual capabilities – This feature makes it possible for merchants on Magento 2.X to offer products in different languages other than English as long as proper translations have been provided for those languages. Other features in this category include currency support for different countries and regions, language switcher block on store frontend, availability of multiple currencies on product list pages etc…· Improved search functionality – Merchants can now easily add search filters and set up keyword searches through custom search fields added on the front end or through search API calls made from the admin panel or through software such as Oracle Eloqua or SugarCRM. This makes it possible for merchants to reach relevant customers at various stages of the buying process using targeted keyword searches as opposed to keyword searches across all products offered by the merchant as was the case in Magento 1.x versions of the platform.Magento 2.X is open source software that can be freely downloaded from its official website . It can be downloaded for free by entrepreneurs who need it for their business start-ups or individuals who wish to install it on their computers for personal use. Magento 2.X does not come with support packages but there are many service providers who offer professional services such as installation, customization and training in order to ensure that merchants get maximum value out of Magento 2.x versions of the platform regardless of whether they bought a license or downloaded it for free from its official website .Integration of Magento 2.X and Agile CRM

The main advantage of integration between Magento 2.X and Agile CRM is that each platform makes up for the shortcomings of the other thereby improving overall functionality of the two platforms when used together instead of separately. Let us discuss some areas where integration between these two platforms improves overall functionality:· Lead generation – Merchants who do not have a very large marketing budget can effectively generate leads by using both Magento 2.X and Agile CRM together. On one hand, merchants can drive traffic through SEO strategies using Magento 2.X and then capture leads generated through inbound links by using Agile CRM's lead capture tops such as forms or landing pages.. On the other hand, if merchants want to focus on lead generation through PPC campaigns, then they should use Magento 2.X's built-in marketing tops such as catalog feeds and product feeds which can then be analyzed using Agile CRM's lead analysis tops such as reports in order determine which keywords are working well in driving organic traffic thereby guiding further optimization efforts on those keywords and subsequent expansion into other related keywords using SEO strategies aided by tops such as Google Webmaster Tops and Google AdWords Keyword Planner .· Account management – One area where both Magento 2.X and Agile CRM work exceptionally well together is account management . When new customers purchase products from the merchant's website using Magento 2.X's checkout process , customers' details are automatically passed on to Agile CRM via a webhook installed on both applications' servers . The details are then automatically synced with each application thereby making it easy for merchants to manage customer interactions from lead generation to account management . This saves merchants time and money because they do not have to manually synchronize customer data between separate applications thereby reducing chances of human error in inputting data thus resulting in better quality of customer interactions . On top of that , merchants get access to more data with less effort as opposed to tracking different sources of information about customers such as email addresses , phone numbers , social media accounts etc… separately . For example , if a customer tweets about a problem he/she has encountered with one of the merchant's products , the merchant can easily view that tweet within seconds using his/her Agile CRM account rather than having to check through emails sent by different social media accounts or having to wait for customers to reply to emails sent by the merchant through his/her email marketing software . Likewise , if a customer phone calls one of the merchant's assistants because he/she cannot find product X in the merchant's inventory , the assistant can easily identify product X using Agile CRM's inventory management top rather than having to check through emails sent by customers or having to spend time calling individual customers back via phone calls .Magento 2.X simplifies account management processes by integrating them into a single application simplifying account management processes by integrating them into a single application rather than having different applications generating more overhead costs because each app has its own database , server etc… which requires maintenance . Using only one application reduces costs incurred due to maintenance issues arising from deploying too many applications which each require separate maintenance . When only one application is used , maintenance issues that arise from deploying too many applications are reduced because only one database , one server etc… are needed rather than several databases , several servers etc… each requiring maintenance .· Customer service automation – With a

The process to integrate Magento 2.X 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.