Integrate Microsoft Exchange with Agile CRM

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

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About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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 Microsoft Exchange + Agile CRM quick connects for faster integration? Here’s our list of the best Microsoft Exchange + Agile CRM quick connects.

Explore quick connects

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Connect Microsoft Exchange + Agile CRM in easier way

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

  • Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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 Event

    Create Event

  • 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 Microsoft Exchange & Agile CRM Integrations Work

  1. Step 1: Choose Microsoft Exchange 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 Microsoft Exchange to Agile CRM.

    (2 minutes)

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

Integration of Microsoft Exchange and Agile CRM

Microsoft Exchange is a messaging server developed by Microsoft. It is an application that helps to manage and keep track of the mails sent or received by a user. Exchange stores all your mails in the database and also it keeps track of all the attachments with the mail. It also helps you to connect your mail accounts to Windows Live, Hotmail, Yahoo, Gmail and AOL. Exchange also has features like availability alerts, spam blocking, flexible storage options, offline access, free email forwarding etc.

Agile CRM is a Customer Relationship Management (CRM. and sales force automation (SFA. spution offered by Microsoft. CRM sputions are used for storing customer data and information in one place. Agile CRM provides a web interface to view the customer data easily. The customer data is stored in the database of Agile CRM and can be accessed through a web interface or Outlook integration. Agile CRM also has features like lead assignment, opportunity management, forecasting, pipeline management etc.

Integration of Microsoft Exchange and Agile CRM

There are several ways to integrate Exchange Server with Agile CRM. One way is to use Agile CRM Outlook add-in. The Outlook add-in allows you to synchronize the Exchange Server contacts directly to the Agile CRM contact list. You can use Agile CRM Outlook add-in to create new tasks from the emails received on your mailbox. It also allows you to send emails from within Agile CRM.There is another way of integrating Agile CRM and Exchange server. You can configure the webmail client in your Exchange server using the IIS (Internet Information Services. This will allow you to use Agile CRM web client for reading the mail on Exchange server. Using this method you can also configure multiple web mail clients for Exchange server and each web mail client can be used for accessing different mailboxes on Exchange server. The web mail clients can be configured with different security credentials like domain credentials, windows credentials etc.

Benefits of Integration of Microsoft Exchange and Agile CRM

  • With integration between Exchange server and Agile CRM there will be better integration between Outlook and Agile CRM . The benefit of this integration is that it will help in improving productivity as most of the users use Outlook as their primary mail client.
  • The other benefit of integration of Exchange server and Agile CRM is that it will help in increasing productivity as you can access both the application from one place i.e., your desktop instead of having two different applications on your desktop which will make it difficult to switch between them. Another benefit is that it will reduce the cost of training as users will not require separate training for both the applications.

Integration of Microsoft Exchange and Agile CRM will help organizations to improve productivity as they will have a single interface for managing their customer data. It also helps in reducing cost and provides better integration between Outlook and Agile CRM.

The process to integrate Microsoft Exchange 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 November 09,2022 06:11 pm