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WhatsApp Business Messenger + Agile CRM Integrations

Syncing WhatsApp Business Messenger with Agile CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About WhatsApp Business Messenger

WhatsApp Messenger is a freeware and cross-platform messaging service. The application allows the sending of text messages and voice calls, as well as video calls, images and other files.

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 WhatsApp Business Messenger + Agile CRM

  • WhatsApp Business Messenger Integration Slack Integration

    Agile CRM + Slack

    Receive message in a Slack channel for every changing deal milestone in Agile CRM Read More...
    Close
    When this happens...
    WhatsApp Business Messenger Integration Changing Any Deal Milestone
     
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    Slack Integration Send Channel Message
    Slack is one of the most recognized team communication platforms that bring all your communication together in one place. So, make better use of your Slack Channel by integrating it with Agile CRM. Once this integration has been set up, whenever a deal milestone is changed in Agile CRM, we will send a quick message in a slack channel of your choice. This integration keeps your team informed in real time for rapid action.
    How This Integration Works
    • Whenever a deal milestone is changed in Agile CRM
    • This Connect sends a quick message in a slack channel of your choice
    What Is Needed For Integration
    • An Agile CRM account
    • A Slack Account
  • WhatsApp Business Messenger Integration Gmail Integration

    Agile CRM + Gmail

    Receive Email on Gmail for Every Changing Deal in Agile CRM Read More...
    Close
    When this happens...
    WhatsApp Business Messenger Integration Changing Any Deal Milestone
     
    Then do this...
    Gmail Integration Send Email
    Share every new development within your Agile CRM with your team and keep them on the same page. After setting up this integration, Appy Pie Connect instantly sends an email to the Gmail account whenever a deal is changed in Agile CRM. You don’t need coding or programming skills, just follow our simple instructions and set-up this integration in minutes.
    How this Gmail-Agile CRM integration works
    • A deal is changed in Agile CRM
    • Appy Pie Connect sends Gmail email to everyone associated with Agile CRM
    What is Needed for This Integration
    • An Agile CRM account
    • A Gmail account
  • WhatsApp Business Messenger Integration {{item.actionAppName}} Integration

    WhatsApp Business Messenger + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
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    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect WhatsApp Business Messenger + Agile CRM in easier way

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

    Triggers
  • New Message

    Triggers when a new message received inn whatsapp.

  • 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
  • Send Message

    Send message in whatsapp account.

  • 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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How WhatsApp Business Messenger & Agile CRM Integrations Work

  1. Step 1: Choose WhatsApp Business Messenger 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 WhatsApp Business Messenger to Agile CRM.

    (2 minutes)

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

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