Integrating Agile CRM with Google Sheets by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Agile CRM and Google Sheets
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Step by Step Agile CRM + Google Sheets Integration Video Guide
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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.
About Google Sheets
Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.
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It's easy to connect Agile CRM + Google Sheets without coding knowledge. Start creating your own business flow.
- Triggers
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Changed Deal MilestoneTriggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New SpreadsheetTriggers once a new spreadsheet is created.
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New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
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New or Updated Spreadsheet Row
Trigger when a new row is added or modified in a spreadsheet.
- Actions
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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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.
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Update Company
Update a Company.
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Create Spreadsheet Row
Insert a new row in the specified spreadsheet.
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Create Update Spreadsheet Row
Create a new spreadsheet row or Update an existing row.
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Share Sheet
Share Google Sheet.
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Update Spreadsheet Row
Update a row in a specified spreadsheet.
How Agile CRM & Google Sheets Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Google Sheets as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to Google Sheets.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.