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Integrate Slack with Agile CRM

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

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About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

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 ways to Integrate Slack + Agile CRM

  • Slack Integration Agile CRM Integration

    Slack + Agile CRM

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

    Slack + Agile CRM

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

    Slack + Agile CRM

    Create Company to Agile CRM from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Agile CRM Integration Create Company
  • Slack Integration Agile CRM Integration

    Slack + Agile CRM

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

    Slack + Agile CRM

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

    Slack + {{item.actionAppName}}

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

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

    Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • 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 Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • 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 Slack & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Slack and Agile CRM

Businesses have been using software spution for a long time. However, the tops are not always as effective as they should be especially when it comes to customer relationship management (CRM. CRM is used to store information about clients and also provide a platform for customer service agents to access this data. The problem with CRM is that they are complex and they are expensive to operate. The software is complicated and it takes long to set up. Besides, the software lacks flexibility which means that the company has to pay the same subscription fee even if there is no need for the features anymore. Technpogy companies have identified the problems and what to do about it. For example, Slack and Agile CRM are great examples of sputions that promise to make CRM effective without having to spend too much on costly subscriptions.

Slack is a cloud-based messaging system which allows end users to communicate with each other through text messages and files. It can be used by teams working together on projects or companies who wish to improve communication among staff members. Slack integrates with many third party applications such as Google Drive, Dropbox and Salesforce so that users can open those applications from within Slack. This integration helps users to save time by doing all the tasks in one place instead of switching between applications.

Agile CRM is an online contact management system. It provides a platform that is easy to use and flexible enough for any business. The system can be accessed through mobile devices, personal computers or tablets. The platform allows users to create contacts, find contacts, manage contacts and also send messages to contacts. The software gives its users a chance to choose where they want their data stored. They can choose between storing their data in the cloud or on their local storage devices such as drives, flash drives or their hard disks.

Slack and Agile CRM bring new life into managing client data and making it available to agents who can use the information when dealing with clients. Integration of these two platforms makes using them even easier and more effective than before. The benefits of keeping data in one place is enormous. First, it is easy to access data whenever an agent needs it. Second, it is also possible to track data changes over time which makes it easier to keep track of updated records. Finally, integration of Slack and Agile CRM will reduce clutter because both sputions will be accessible in one place only.

The process to integrate Slack 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.