?>

Integrate Siteleaf with Agile CRM

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Siteleaf

Siteleaf is a content management system that allows non-technical users to create new pages, posts and insert media items seamlessly. It helps faster sites, less overhead, and less setting up.

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

Best ways to Integrate Siteleaf + Agile CRM

  • Siteleaf Integration Agile CRM Integration

    Siteleaf + Agile CRM

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

    Siteleaf + Agile CRM

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

    Siteleaf + Agile CRM

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

    Siteleaf + Agile CRM

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

    Siteleaf + Agile CRM

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

    Siteleaf + {{item.actionAppName}}

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

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

    Triggers
  • New Collection

    Triggered when a new collection is created.

  • New Document

    Triggered when a new document is created.

  • New Page

    Triggered when a new page is created.

  • New Site

    Triggered when a new site 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 Document

    Creates a new document.

  • Create Page

    Creates a new page.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Siteleaf & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Siteleaf and Agile CRM

Siteleaf is a cloud-based website design and management platform which enables team cplaboration. Siteleaf was established in 2013 by Sean Ahrens, who wanted to create a top that would enable designers to build websites with ease. He saw the need for making web publishing more accessible to people with little technical knowledge so created an intuitive interface with drag and drop features.

Agile CRM is a customer relationship management (CRM. system which was founded by Jeff Epstein in 2010. Epstein specializes in developing software for small businesses, having worked for LOHOME from 2008 to 2010. In 2011, he started Agile CRM to cater to the needs of small business owners who were looking for an effective way to manage their customers and sales.

Integration of Siteleaf and Agile CRM

The integration of Agile CRM and Siteleaf allows users to capture leads from a variety of sources. The integration also makes it easier for users to manage their contacts and leads, thereby improving the overall efficiency of the marketing process. Below are some of the ways in which Siteleaf and Agile CRM can be integrated:

  • Customer support

Siteleaf comes with a built-in help desk service which can be used to interact with clients and spve their problems via email or phone. This enables users to easily delegate tasks to other members of the team while tracking their progress. The integration of Siteleaf and Agile CRM allows users to access all relevant information about their customers from one place, thus enhancing the overall customer experience.

  • Contact lists

Siteleaf has a feature that allows users to create contact lists which can be linked to email accounts. This ensures that when someone sends an email, such as a newsletter, the contacts in the contact list will receive emails with links to download the newsletter. This integration can be achieved by exporting Siteleaf contacts into Agile CRM which will add the contacts in the Agile CRM straight into email accounts in one click. You can then add tags and fplow up on leads in Agile CRM.

  • Lead management

Agile CRM has a lead management function which allows users to track leads via email and phone calls. It also provides users with a dashboard which allows them to keep track of leads, including their conversion rates and revenue generation potentials. The integration of Siteleaf and Agile CRM provides increased efficiency in managing leads since historical data is readily available. Moreover, marketers can use Siteleaf’s lead tracking feature to identify leads based on form submissions and log them into Agile CRM for further processing and fplow-up.

  • Marketing automation

Agile CRM has an automated marketing functions which allows users to send automated messages to leads based on their profiles and activities within the system. Siteleaf’s automation features allow users to create “drip campaigns” that are sent at pre-determined intervals after a lead is captured. These two systems can be integrated so that leads are automatically added to drip campaigns once they have been captured within Agile CRM.

  • Account management

Agile CRM allows users to manage multiple accounts at once, including customers, vendors, employees, projects, tasks, notes etc. It also has features that allow users to create customer invoices, estimate customers, track expenses etc. Siteleaf’s accounting features allow users to manage finances for their customers on one platform. The integration of these two systems eliminates the need for double entry of data since both systems are updated simultaneously whenever there is an update on either of the systems. For example, if you update an estimate charge on Siteleaf, Agile CRM will automatically reflect this change within the account activity stream. Similarly, if you update an invoice on Siteleaf, this change will also be reflected on Agile CRM. This integration reduces time wastage as well as minimizes errors since only one system has to be updated instead of two different systems independently.

The process to integrate Siteleaf 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.