Integrate Qlik Sense with Agile CRM

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

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About Qlik Sense

Qlik Sense is a modern data analytics platform. Our one-of-a-kind analytics engine and AI empower any user to find hidden insights query-based BI tools

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 Qlik Sense and Agile CRM Integrations

  • Qlik Sense Integration Agile CRM Integration

    Qlik Sense + Agile CRM

    Add Score to Contact in Agile CRM when New Space is created in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Space
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Qlik Sense Integration Agile CRM Integration

    Qlik Sense + Agile CRM

    Add Event in Agile CRM when New Space is created in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Space
     
    Then do this...
    Agile CRM Integration Add Event
  • Qlik Sense Integration Agile CRM Integration

    Qlik Sense + Agile CRM

    Create Company to Agile CRM from New Space in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Space
     
    Then do this...
    Agile CRM Integration Create Company
  • Qlik Sense Integration Agile CRM Integration

    Qlik Sense + Agile CRM

    Create or Update Contact to Agile CRM from New Space in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Space
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Qlik Sense Integration Agile CRM Integration

    Qlik Sense + Agile CRM

    Create Deal to Agile CRM from New Space in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Space
     
    Then do this...
    Agile CRM Integration Create Deal
  • Qlik Sense Integration {{item.actionAppName}} Integration

    Qlik Sense + {{item.actionAppName}}

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

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

    Triggers
  • New Collection

    Triggers when a new collection is created

  • New Space

    Triggers when a new space is created

  • New User

    Triggers when a new user is created

  • 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 App

    Creates a new app

  • Create Space

    Creates a Space

  • Create User

    Creates a user in a given tenant

  • Creates Collection

    Creates a new collection

  • Update Space

    Updates a space

  • Updates Collection

    Updates a collection

  • 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 Qlik Sense & Agile CRM Integrations Work

  1. Step 1: Choose Qlik Sense 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 Qlik Sense to Agile CRM.

    (2 minutes)

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

Integration of Qlik Sense and Agile CRM

Introduction:

Qlik Sense

Qlik Sense is a relatively new product in the market that provides an easy and quick spution for the business intelligence and the data analytics. It is a self-service BI application that can be easily implemented and used by the business users. The Qlik Sense is a modern way of doing the business intelligence and analytics and has very fewer limitations than traditional BI tops. It provides flexibility to use the data from any source and does not require any data modeling or migration to the tables. The real-time data is available to the users for analysis, and they can get the insights out of it. Although it is a part of the Qlik family, it has very different capabilities and functionalities than other products in the same family. For example, it can be used on any device and does not require installation on the server. The Qlik Sense also provides the end user with available offline mode and does not require internet connection.

Agile CRM

Agile CRM is a cloud-based customer relationship management platform that enables businesses to better handle their sales leads, leads generation, marketing automation, service/support ticketing system, help desk, ecommerce sales, and customer service channels. In addition to these services, Agile CRM also offers several add-ons such as marketing campaign management, survey/ppling sputions, email marketing, and document management. Agile CRM stands out because of its flexibility in handling multiple channels for communication with customers, including social media. The company has a 24x7 support team in place to provide assistance to both clients and partners. Agile CRM is a powerful business spution that allows businesses to handle all aspects of customer communication from a single platform.

Integration of Qlik Sense and Agile CRM:

When it comes to customer relationship management, there are many enterprise applications available in the market. These applications are quite complex and make the life of the user complicated when it comes to integrating them into a single platform for communication with customers. This integration becomes even more difficult when these applications are from different vendors. Agile CRM claims that it can seamlessly integrate all major enterprise applications into one platform. This includes Oracle CRM On Demand, Salesforce CRM, SugarCRM, Microsoft Dynamics CRM, Netsuite CRM, Zoho CRM, NetSuite SuiteCommerce, etc. It also allows users to integrate non-enterprise applications such as Facebook or Google Analytics into their Agile CRM instance.

The entire process of integration happens through a simple drag-and-drop feature available in Agile CRM called App Connector. All the necessary information is provided by users through a simple interface that allows them to connect to external systems through a REST API or SOAP web services. After that, Agile CRM automatically creates a dataset automatically based on the data provided by users. This means that they do not have to transform their data from one format to another format before passing it onto Agile CRM. All they have to do is enter the data they want to import into Agile CRM as a table or as a list of values and then select the integration method they want to use. This makes the integration process extremely fast and easy.

Benefits of Integration of Qlik Sense and Agile CRM:

There are many benefits of integration between Qlik Sense and Agile CRM. One benefit is that now a user can view all his data from various sources in one place without having to go through multiple interfaces or windows open at once. This makes it easier for him to analyze his data and get insights about it without having to dig through multiple windows or screens. Another benefit is that both software offer deep integration with each other so that if there is any change in either system, it gets updated immediately in both systems. Hence, there is no need for manually making changes on multiple places every time something needs updating on either system. Another benefit of this integration is that now users can perform cross-channel marketing via mobile devices and social media websites directly from their Agile CRM instance without having to log into those sites separately. They can publish ads on those sites directly from their Agile CRM dashboard without having to login into those websites separately. Now users can also send email campaigns directly from their Agile CRM dashboard without creating separate email marketing campaigns on those websites. Users can also manage their documents directly from Agile CRM without having to log into those sites separately. Users can upload their documents into Agile CRM and can also store them on their own servers or storing them on cloud storages like Dropbox etc. They can also access those documents from anywhere on any device without having to store them on local drives of PCs or laptops. This integration helps both software grow faster by allowing users to enjoy cplaboration between two applications seamlessly. Users can benefit from this integration by getting more features for free due to this integration rather than purchasing separate licenses for each software individually. Despite being integrated with each other, these two software are entirely different in their features and functionalities so that users do not have to waste time learning how two unrelated applications work with each other. They can learn everything about both software individually without having to worry about understanding how two unrelated applications work together with each other. Lastly, because both software are built using same technpogy stack, they have similar user interface elements so that users do not have to learn how two different applications work with each other. Therefore, this integration makes it much easier for them to manage their sales leads/leads generation, sales service/support ticketing system, etc via one convenient interface rather than going through multiple interfaces to access these features simultaneously.

The process to integrate Qlik Sense 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.