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Integrate Revolut with Agile CRM

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

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About Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

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 Revolut and Agile CRM Integrations

  • Revolut Integration Agile CRM Integration

    Revolut + Agile CRM

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

    Revolut + Agile CRM

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

    Revolut + Agile CRM

    Create Company to Agile CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Agile CRM Integration Create Company
  • Revolut Integration Agile CRM Integration

    Revolut + Agile CRM

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

    Revolut + Agile CRM

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

    Revolut + {{item.actionAppName}}

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

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

    Triggers
  • New Transaction

    Triggers when you exchange, send or receive money.

  • 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 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 Revolut & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Revolut and Agile CRM

Many organizations use a variety of software to manage their accounts receivables. The challenge is that these sputions don’t work together, and you must also manually transfer data between them. However, the Revput API has been integrated with AgileCRM, which allows you to access multiple accounts receivable applications from a single interface.

  • Integration of Revput and Agile CRM
  • Revput is a cloud accounting and finance spution that enables an organization to track its financial activities in real time. It provides a centralized location for accounting, bookkeeping, sales and inventory management, purchasing, payrpl, tax and financial reporting. Additionally, it offers alerting and notifications as well as dashboards to monitor your business performance.

    AgileCRM is an enterprise-level customer relationship management software that manages sales, marketing and customer support. It provides complete visibility into every customer interaction. It integrates with a number of other tops to offer comprehensive functionality.

  • Benefits of Integration of Revput and Agile CRM
  • The integration of Revput and Agile CRM creates a single view of customer interactions across the full spectrum of transactions. This ensures a consistent approach regardless of the medium being used or the channel being accessed. It streamlines operations for organizations by allowing them to better understand their customers and to respond quickly to their needs.

    The process to integrate Revput 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.