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Integrate Paypal with Agile CRM

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

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About Paypal

PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores 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.

Agile CRM Integrations
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Best Paypal and Agile CRM Integrations

  • Paypal Integration Agile CRM Integration

    Paypal + Agile CRM

    Add Score to Contact in Agile CRM when Successful Sale is added to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Paypal Integration Agile CRM Integration

    Paypal + Agile CRM

    Add Event in Agile CRM when Successful Sale is added to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Agile CRM Integration Add Event
  • Paypal Integration Agile CRM Integration

    Paypal + Agile CRM

    Create Company from Agile CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Agile CRM Integration Create Company
  • Paypal Integration Agile CRM Integration

    Paypal + Agile CRM

    Create or Update Contact from Agile CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Paypal Integration Agile CRM Integration

    Paypal + Agile CRM

    Create Deal from Agile CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Agile CRM Integration Create Deal
  • Paypal Integration {{item.actionAppName}} Integration

    Paypal + {{item.actionAppName}}

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

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

    Triggers
  • Refunded Sale

    Only refunded payments trigger this.

  • Successful Sale

    Only successfully payment data trigger this.

  • 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
  • Add tracking information

    Add tracking information with or without tracking numbers

  • Create Draft Invoice

    Creates a draft invoice.

  • Create Order

    Creates an order

  • Send invoice

    Sends or schedules an invoice, by ID, to be sent to a customer.

  • 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 Paypal & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Paypal and Agile CRM

Paypal is a secure and reliable financial service that allows individuals to make payments and transfer money across the Web. The company’s mission is to empower people to exchange and manage money without having to use cash or checks. Paypal is a global payment sputions provider that businesses can use to accept payments online and offline. Paypal also provides merchant services, competitive rates for currency transfers, credit services, and other alternative payment sputions.

Agile CRM is an integrated spution for managing customers, campaigns, marketing and sales activities. It enables companies to close more deals by providing powerful features that bring together customer data from all sources. It also helps companies improve their relationship with each customer through personalized marketing, targeted sales campaigns, merchandising recommendations, and real-time visibility into what’s going on with every customer.

When considering the integration between Paypal and Agile CRM, one must consider the benefits that this integration will provide both parties. One of the biggest benefits of integration of paypal and agile CRM is that it creates a platform for secure online and offline payment processing system. Thus, the company can serve their clients better and more efficiently and create new opportunities for themselves in the market. This will also reduce dependency on other third party payment systems like phone bill payments and check processing facilities.

Another benefit of the integration between Paypal and Agile CRM is that it creates a platform which reduces transaction costs as well as the risk of fraud. This makes the business environment more secure and risk free. It also increases the trust level of customers towards the company. Thus, helping to build long-term relationships with customers. Integration of paypal and agile CRM will also help in reducing the time taken for any payment process thus saving time for both customers and companies. Also, this integration will help reduce the cost of transactions as well as the time taken for any transaction to happen thus improving the profit margins for both parties.

The integration between paypal and agile CRM will greatly benefit both parties in terms of efficiency, security, profitability etc. It will create a platform which will be beneficial for both parties invpved in this transaction.

The process to integrate Paypal 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.