Integrate Pipedrive with Agile CRM

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Explore quick connects

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Connect Pipedrive + Agile CRM in easier way

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

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Pipedrive and Agile CRM

Pipedrive

Pipedrive is a sales management top, it is used to track leads, contacts and opportunities. Pipedrive is a cloud based software, so it’s available on desktop and mobile devices. Pipedrive can be integrated with many other software, like Hubspot, Salesforce and more.

Agile CRM

Agile CRM is a customer relationship management (CRM. software that helps small businesses manage their clients and customers efficiently. This top can be integrated with other business software such as Quickbooks and Google Apps. Agile CRM has a free version and a paid version. The free version of this top includes all the features but has some limitations such as only 2 users and 10 contacts. The paid version of Agile CRM has no limitations. You can access your data from anywhere and you can also use it on mobile devices.

Integration of Pipedrive and Agile CRM

Pipedrive and Agile CRM are very similar since they are both customer relationship management tops. If you already have an Agile CRM account then integrating Pipedrive will be very easy for you. You can connect Pipedrive to your Agile CRM account via API or Appy Pie Connect. Which ever method you choose, you will be able to integrate the two tops very easily.

Benefits of Integration of Pipedrive and Agile CRM

With the integration of these two tops you will be able to do different things such as. copy data from one top to another, export data from one top to another, import contacts from one top to another and more. If you want to learn about how to do these things you should check out this tutorial.

In conclusion, integration of Pipedrive and Agile CRM will help you save time and money. It will also help you get more information in a shorter amount of time. With this integration you will increase your productivity.

The process to integrate Pipedrive 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 February 01,2023 11:04 am