?>

WHMCS + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

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

Best ways to Integrate WHMCS + Agile CRM

  • WHMCS Agile CRM

    WHMCS + Agile CRM

    Add Score to Contact in Agile CRM when New Invoice is created in whmcs Read More...
    Close
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Agile CRM Add Score to Contact
  • WHMCS Agile CRM

    WHMCS + Agile CRM

    Add Event in Agile CRM when New Invoice is created in whmcs Read More...
    Close
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Agile CRM Add Event
  • WHMCS Agile CRM

    WHMCS + Agile CRM

    Create Company to Agile CRM from New Invoice in whmcs Read More...
    Close
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Agile CRM Create Company
  • WHMCS Agile CRM

    WHMCS + Agile CRM

    Create or Update Contact to Agile CRM from New Invoice in whmcs Read More...
    Close
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Agile CRM Create or Update Contact
  • WHMCS Agile CRM

    WHMCS + Agile CRM

    Create Deal to Agile CRM from New Invoice in whmcs Read More...
    Close
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Agile CRM Create Deal
  • WHMCS {{item.actionAppName}}

    WHMCS + {{item.actionAppName}}

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

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

    Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • 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 WHMCS & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of WHMCS and Agile CRM

WHMCS is a comprehensive billing application that provides a spution for the online billing needs of businesses. It can be used to create and send invoices, track payments, send reminders, and more. The platform is flexible enough to cater to the user's needs. It comes with pre-built templates and you can also create your own. The application is also integrated with multiple payment gateways.

Agile CRM is an all-in-one business software spution that can be used to manage customer data, sales, marketing, and support activities. It comes with pre-built modules that you can customize as per your needs. It also has powerful reporting features and a management dashboard that will let you track all your data from one place.

  • Integration of WHMCS and Agile CRM:
  • The two platforms integrate seamlessly with each other, allowing businesses to centralize their customer data in one place.

    WHMCS is a feature-rich billing application that comes with pre-built templates and integrations with many third-party applications. It can easily be integrated with Agile CRM, which is also a feature-rich customer relationship management spution. The integration allows users to access all information about their customers from one place. This includes information like past orders, current subscriptions, product details, payment history, and more.

    Integration between WHMCS and Agile CRM makes it easier for businesses to complete recurring tasks like sending reminders to customers who are due for renewals. With such integrations, businesses can focus more on improving their overall operations instead of wasting resources on repetitive tasks.

  • Benefits of Integration of WHMCS and Agile CRM:
  • Integration between WHMCS and Agile CRM helps businesses manage customer data efficiently. It also lets users leverage the strengths of both platforms. For example:

    With the integration of WHMCS and Agile CRM, businesses can avoid making spreadsheets that contain customer information like addresses, credit card details, and more. This ensures that customer data remains secure and is not accessible to unauthorized personnel.

    Integration between the two software platforms helps reduce errors in data entry. For example, if there are changes in the invoice number or price, it will automatically be reflected in Agile CRM. Therefore, you can avoid making duplicate entries in both platforms simultaneously.

    It is very easy to generate invoices using WHMCS on Agile CRM. This also saves time because you do not have to log into separate applications to generate an invoice or view details about your customers.

    In this article, we discussed how businesses can integrate WHMCS and Agile CRM to manage their billing and customer data efficiently. We also looked at the benefits of integrating the two platforms.

    The process to integrate WHMCS 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.