Integrate shippit with Agile CRM

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

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About shippit

Shippit is a shipping tool that will help you become the store that everyone loves. Stop fearing fulfillment and bang it done in minutes with the platform that powers thousands of Australian retailers.

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

Explore quick connects

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Connect shippit + Agile CRM in easier way

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

  • Triggers
  • 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 Order

    Creates an order.

  • Get Label information for an Order

    Retrieves labelling information for an Order using the tracking number.

  • Partial Order Cancellation

    Cancel an order by tracking number.

  • Retrieve Quote

    Retrieve quote details for given specifications.

  • Track Order

    Track order by tracking number.

  • 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 shippit & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of shippit and Agile CRM

shippit?

The Shippit Platform is an integrated order management spution designed to help e-Commerce businesses grow their online sales and revenue. It includes a powerful inventory management spution, a one-step checkout spution, a customizable shipping spution, and much more.

Agile CRM?

Is an ERP designed for small and mid-sized companies. It helps you run your business, manage your customers, employees, and projects.

Integration of shippit and Agile CRM

The Shippit Platform can be integrated with Agile CRM to provide order management, stock management, multi channel shipping, customer management, project management, and much more. This integration will enable businesses with the ability to manage their orders, create quotes, manage their products, and add new products. It will also allow them to keep track of their customers’ activity and facilitate communication with them. In addition to this, it will offer better project management by providing visibility over the performance of projects. These features together will help users achieve great results in terms of productivity and efficiency.

Benefits of Integration of shippit and Agile CRM

Integration of shippit and Agile CRM will help businesses in a number of ways. For example:

Better tracking of sales and deliveries. The integration will help businesses keep track of their sales and shipments from the moment they are created to the moment they reach the end client. This will allow them to plan better future orders and also identify areas where improvements could be made.

Faster processing of orders. The integration will further speed up the order processing process as it will eliminate the need to switch between different applications while working on an order. This will result in faster completion times which are crucial for businesses’ survival in today’s cutthroat marketplace.

Better communication with customers. Businesses can also use the integration feature to communicate with their customers more effectively. That is because the integration allows them to share information with customers directly from the order screen or from the customer profile screens. This is a great opportunity for businesses to nurture long-lasting customer relationships which will result in increased sales over time. For example, they could send out emails to customers informing them about new promotions or other incentives they have been running recently. They could also use this feature to send regular newsletters related to industry news or upcoming events. This will help brands engage with customers and save time while doing so.

Improved productivity. The business owners can use the integration feature to create reports that will help them improve productivity by identifying bottlenecks or other areas where they can make improvements. They could also use this feature to make changes or updates in the system itself in order to streamline processes and functions that are currently slowing down the business. Also, Businesses can use this feature to import contacts from their email accounts into their customer profiles, or vice versa. This way, they do not have to spend time manually adding contacts from each device that they use every day (email, phone, desktop. into their CRM systems. This is a time-saving feature that businesses using Shippit and Agile CRM can take advantage of.

Businesses using Shippit and Agile CRM can integrate these two platforms to reap all the benefits that integration brings. Not only will this feature allow them to take advantage of all the features offered by each platform separately but it will also help them achieve greater results in terms of productivity and efficiency.

The process to integrate shippit 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 November 09,2022 06:11 pm