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Salesforce + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Salesforce + Agile CRM

  • Salesforce Agile CRM

    Salesforce + Agile CRM

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

    Salesforce + Agile CRM

    Add Event in Agile CRM when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Agile CRM Add Event
  • Salesforce Agile CRM

    Salesforce + Agile CRM

    Create Company to Agile CRM from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Agile CRM Create Company
  • Salesforce Agile CRM

    Salesforce + Agile CRM

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

    Salesforce + Agile CRM

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Salesforce and Agile CRM

Salesforce?

Salesforce is a cloud-based SaaS computing platform. It is a customer relationship management (CRM. software product. Salesforce was founded by Parker Harris, Dave Moellenhoff, and Christian Leydon. The company’s principal products are Sales Cloud (sales force automation), Service Cloud (customer service automation), and Marketing Cloud (marketing automation. These services are available on a subscription basis.

Agile CRM?

Agile CRM is the first CRM application built to support the principles of agile development. Agile CRM provides a complete set of tops to support the entire sales cycle with features like lead and contact management, opportunity management, account management and more. Plus, you can integrate Agile CRM with over 20 popular accounting systems like QuickBooks, Xero and NetSuite. You can access all of this information through any device, anytime and anywhere.

Integration of Salesforce and Agile CRM

Salesforce has been often criticized for being too complex and hard to manage for smaller businesses. While it does have some complex features that make it great for enterprise users, there are also many simple features that make it easy to use for small and medium business users. Many business owners have come to rely on these simple features in order to run their business efficiently. This means that for those who are looking to switch to a new CRM software, they will find it hard to let go of their daily work habits because of how well Salesforce complements their business needs.

Agile CRM addresses this problem by providing an easy way to integrate Salesforce with Agile CRM. The benefit is that users who do not want to give up their daily habits can still use Salesforce and integrate it with Agile CRM so that they can get the best of both worlds. Users can now access all the data in Agile CRM and also be able to use Salesforce as they have always done previously. This provides users with the option to continue using Salesforce while gaining access to additional features in Agile CRM.

Benefits of Integration of Salesforce and Agile CRM

The benefits of integration of Salesforce and Agile CRM include:

  • Security. Integration of Salesforce and Agile CRM ensures that all data remains secure even if data from one system is accessed by another system. The data remains secured because when it is sent from one system to another, each system checks the credentials of the user who requested it before sending any data. Also, in the case of Agile CRM, all communication between systems are encrypted so that only authorized users can see sensitive information.
  • Cost-Efficiency. Integration of Salesforce and Agile CRM reduces costs since a business entity can use only one system for its operations instead of two or more systems for different operations. In addition, integration also helps to cut costs by allowing users to carry out multiple tasks from just one platform. For instance, users may want to refer back to past records contained in Salesforce while working on an opportunity in Agile CRM. By integrating these systems, users do not need to log into two or more systems and may work from either platform without switching between them which can be time-consuming.
  • Improved Cplaboration. Integration of Salesforce and Agile CRM allows users across departments to share data seamlessly, thereby improving cplaboration among team members in various offices or branches. This significantly improves productivity since users can easily access information needed for cplaboration without wasting time trying to figure out where a particular piece of data is located. It also allows administrators to carry out multiple tasks at once. Moreover, users can access the same data anywhere they are; therefore, they no longer need to be physically present in an office or branch to work on it.

The process to integrate Salesforce 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.