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Integrate monday.com with Agile CRM

Appy Pie Connect allows you to automate multiple workflows between monday.com and Agile CRM

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About monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

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.

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Best ways to Integrate monday.com + Agile CRM

  • monday.com Integration MailChimp Integration

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    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
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    What You Need
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  • monday.com Integration Gmail Integration

    Agile CRM + Gmail

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    Gmail Integration Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
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    What is Needed for This Integration
    • An Agile CRM Account
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  • monday.com Integration MailChimp Integration

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    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
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    • A new tag is added to an Agile CRM contact
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    • An Agile CRM account
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  • monday.com Integration Gmail Integration

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    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
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  • monday.com Integration Slack Integration

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    Slack Integration Send Channel Message
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  • monday.com Integration {{item.actionAppName}} Integration

    monday.com + {{item.actionAppName}}

    {{item.message}} Read More...
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Connect monday.com + Agile CRM in easier way

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

    Triggers
  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

  • 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
  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

  • 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 monday.com & Agile CRM Integrations Work

  1. Step 1: Choose monday.com 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 monday.com to Agile CRM.

    (2 minutes)

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

Integration of monday.com and Agile CRM

monday.com

monday.com is a SAAS (Software as a service. company that provides cloud based human resource management software and services to businesses of all sizes and industries. monday.com helps companies to manage and automate their business processes and operations, and allow them to focus on the core business.

Agile CRM

Agile CRM is a SAAS (Software as a service. that provides cloud based customer relationship management software and services to businesses of all sizes and industries. It enables businesses to increase customer engagement, generate more sales opportunities, and strengthen customer relationships using modern technpogy.

Integration of monday.com and Agile CRM

There are several ways to integrate monday.com with Agile CRM. One way is to set up an event in Agile CRM, which can be used as a trigger for certain actions in monday.com or another action in Agile CRM. For example, when the user creates an event in Agile CRM, she will receive an email notification, which she can then use to update her calendar. Another way to integrate the two platforms is for monday.com to integrate with Agile CRM. This integration allows users to view details about their customers right from monday.com dashboard so they can easily contact their customers by phone or email.

Benefits of Integration of monday.com and Agile CRM

The benefit of integrating monday.com with Agile CRM is that it gives the employees access to all the information they need to do their job effectively. It also enhances the productivity of employees by allowing them to access information quickly and easily without having to search multiple systems for that information. This integration allows employees to work faster because they can access information through one system rather than two different systems. Another benefit of this integration is that employees are able to respond to emails faster because they can read emails at their computer rather than having to go back and forth between various systems. The integration also helps reduce the amount of time spent on training because employees can easily learn how to use the integrated systems without much training required. This integration also improves employee morale because they are able to have more contrp over their work by being able to access information at their own pace rather than having timelines imposed on them by other systems. Employees enjoy being able to work more efficiently because they are able to access the information they need at their fingertips rather than having to search multiple systems for that information.

In conclusion, merging monday.com with Agile CRM has numerous benefits for both employees and employers. Employees are able to use one platform, rather than two separate platforms, which saves them time and effort since they are not required to switch between two different systems. Employees also like this integration because it allows them more freedom and less constraints, which increases their job satisfaction and adds value to their work. Employers like this integration because it allows them to save money on IT costs since they only pay for one platform instead of two separate platforms, and it also allows them to retain or attract better employees because it makes their jobs easier and more efficient. Finally, this integration also improves customer relations because employees are able to maintain better communication with their customers since they can access customer information from one platform rather than having to search multiple systems for that information.

The process to integrate monday.com 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.