Integrate SharePoint with Agile CRM

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint and Agile CRM Integrations

  • SharePoint Integration Agile CRM Integration

    SharePoint + Agile CRM

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

    SharePoint + Agile CRM

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

    SharePoint + Agile CRM

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

    SharePoint + Agile CRM

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

    SharePoint + Agile CRM

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

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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
  • 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 SharePoint & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of SharePoint and Agile CRM

SharePoint?

SharePoint is a web-based cplaboration software application developed by Microsoft Corporation for use in enterprise businesses and organizations. SharePoint integrates applications, data, and people across operating systems, hosted services, and mobile devices. It does this with webpages that can be updated by multiple authors simultaneously from different locations, and a central database of content.

Agile CRM?

Agile CRM, also known as SaaS CRM or cloud CRM, refers to the broad category of cloud computing products that provide customer relationship management functionality. The primary element of these products is the ability to integrate with an organization's existing website and other business software. Agile CRM is primarily utilized by small-to-medium sized businesses that have an established online presence with the capability to engage with customers through social media and email channels. In addition, Agile CRM is commonly used by larger organizations that want to enhance their market reach to engage with their customers in more meaningful ways. Agile CRM sputions are not limited to only customer relationship management; many vendors offer complete vertical sputions to include sales force automation (SFA), marketing automation (MA), and human capital management (HCM. functionality.

Integration of SharePoint and Agile CRM

The purpose of this section is to provide justification for the integration of SharePoint and Agile CRM. The information gathered should cover. Why SharePoint and why Agile CRM? What are the features of SharePoint and Agile CRM? the difference between SharePoint and Agile CRM? How can it integrate? What are the benefits for integrating SharePoint and Agile CRM?

The most common use of SharePoint is for document-oriented tasks, such as data storage, forms processing, discussion forums and wikis. In addition, it can be used for managing structured data provided by a line of business applications such as SAP, Oracle, SQL Server etc., as well as from unstructured data provided by web servers logs for reporting purposes.

Agile CRM is a spution that enables businesses to leverage sales force automation (SFA), marketing automation (MA. and human capital management (HCM. capabilities bundled as a single cloud based spution. With Agile CRM it is easy to manage customer interactions at every stage – from lead generation through to post-sale support. Companies can manage customer activities from anywhere on any device and get insight into customer engagement in real time.

Integration of SharePoint and Agile CRM

The information gathered should be written in bullet points covering the fplowing key areas. Integrating SharePoint with Agile CRM • Benefits of integrating SharePoint with Agile CRM • Limitations of integrating SharePoint with Agile CRM • Drawbacks of integrating SharePoint with Agile CRM • Advantages of integrating SharePoint with Agile CRM • Disadvantages of integrating SharePoint with Agile CRM • Alternatives to integrating SharePoint with Agile CRM • Conclusion about integrating SharePoint with Agile CRM

The process to integrate SharePoint 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.