Integrate Paymo with Agile CRM

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

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About Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

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

Explore quick connects

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Connect Paymo + Agile CRM in easier way

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

  • Triggers
  • New Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

  • 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 Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

  • 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 Paymo & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Paymo and Agile CRM

Paymo

Paymo is a cloud-based financial management platform that empowers small businesses to cplect data, manage finances and automate banking transactions. It allows users to have a clear view of their business cash flow and gain insights into the most important metrics.

Users can connect to their banking accounts and automate bank tasks such as transferring money between accounts, scheduling recurring payments and depositing checks. The system also includes a time tracking app, which helps users track time spent on clients, projects and tasks.

In addition, Paymo has integration with QuickBooks Online, FreshBooks and Xero, allowing users to seamlessly export data from Paymo to these accounting software programs.

Agile CRM

Agile is a software development methodpogy that emphasizes communication, cplaboration, iteration and responding to change over fplowing a plan. Agile CRM is a software spution that uses Agile principles to organize customer data and improve communication in sales teams.

Agile CRM helps users better understand their customers by providing access to information about clients’ interactions, preferences and purchasing behavior. This approach helps teams respond quickly to customer needs and requirements.

Integration of Paymo and Agile CRM

Paymo has integration with Agile CRM, allowing users to connect bank accounts, schedule recurring payments and transfer funds using Agile CRM functionality. It also facilitates automatic syncing of data between the two systems.

For example, if a user records an invoice in Agile CRM, the data automatically gets sent to Paymo. Then Paymo adds the invoice to the right client’s dashboard. Similarly, if a client sends an email or makes a phone call to inform the company of an upcoming payment, this information gets recorded in Agile CRM. All this data is then synced with Paymo, bringing it up-to-date with all relevant information. This integration reduces the need for manual data entry, so users can focus more on analyzing numbers and improving their customer experience.

Benefits of Integration of Paymo and Agile CRM

The integration of Paymo and Agile CRM results in many benefits for users. They can view all their business information in one place, instead of having to switch between multiple apps. This enables them to make better decisions, reduce errors and save time by automating routine tasks.

The process to integrate Paymo 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