Integrate pipelinedeals with Agile CRM

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

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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

Explore quick connects

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Connect pipelinedeals + Agile CRM in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of pipelinedeals and Agile CRM


Agile CRM?

Integration of pipelinedeals and Agile CRM

Benefits of Integration of pipelinedeals and Agile CRM

  • References
  • pipelinedeals?

    Pipelinedeals is an online platform that allows users to create, manage, and track their deals with a single overview. The deals are stored in the cloud, and can be accessed from any device. Users can also manage other business processes. Pipelinedeals’ aim is to help businesses manage all their processes in one place. Pipelinedeals also provides the possibility to connect your business accounts, so you can manage all your funds and bills from one place. You can export data from your bank account into Pipelinedeals, where it’s then available for budgeting.

    Agile CRM?

    Agile CRM is a cloud-based sales automation platform that helps sales reps win more deals faster. It provides features such as lead management, pipeline management, opportunity management, revenue forecasting, account profiling, contact management and many more. Most importantly, it enables sales reps to close more deals faster by providing them with all the information they need in real time. This includes activity streams, automated processes and dashboards, among others.

    Integration of pipelinedeals and Agile CRM

    Pipelinedeals offers many features that make it a good fit for Agile CRM. Pipelinedeals offers integration opportunities for business apps such as Google Apps, Salesforce, Zendesk, MailChimp, Salesforce and others. The API also makes it possible to use data from third-party sources. Pipelinedeals also makes it possible to integrate with other services such as Google Analytics, Google Drive, Dropbox, MailChimp and Stripe. It also enables the import of data from external sources. Pipelinedeals has a powerful connection with Agile CRM which means that the two platforms can be integrated easily. Business owners can log in to both systems simultaneously and edit information at any given time. This makes managing your business even easier. Additionally, you can manage your business from any location via mobile devices or desktop computers. Aggregation of data between both systems makes it possible to know exactly what is going on in your business at any given time.

    Benefits of Integration of pipelinedeals and Agile CRM

    The most important benefit of integrating pipelinedeals with Agile CRM is that business owners have access to all the information they need in one place. The integration of these two systems creates an efficient workflow for business owners, enabling them to save time and ultimately money. Business owners will not have to switch between different apps anymore because everything they need will be available in one place. Also, data can be accessed by sales reps instantly allowing them to win more deals fast. If integration is done well, there should not be any problems between both systems. The two platforms should be able to operate on their own without interference from one another. Business owners will be able to access all their information from any device without having to worry about whether or not they will be able to do so.

    The process to integrate pipelinedeals 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 March 14,2023 02:59 pm