Podio Agile CRM Integration using AI Agents

Name: Appy Pie Automate
Rating: 4.9 (3802 reviews)

Appy Pie Automate allows you to Integrate Podio with Agile CRM using AI Agents

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Podio Integrations

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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
Salesforce
Pipedrive
HubSpot CRM
Zendesk
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Alore CRM
Freshsales
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SalesMachine
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Keap

Simplify Podio Agile CRM Integration with seamless setup

Easily set up Podio Agile CRM Integration without coding. Start automating your workflows and Integrate Podio with Agile CRM today.

Triggers
Application Updated

Triggers when the application is updated.
Comment Deleted

Triggers when a comment is deleted.
File Change

Triggers when an attachment on an item change.
Item Deleted

Triggers when you delete an item.
Item Updated

Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
New Application

Triggers when a new Application is created.
New Comment

Triggers when a new comment is created.
New Organizations

Triggers when a new organization is created.
New Task

Triggers when a new task is created.
New View

Triggers when a new view is created.
New Workspace

Triggers when a new workspace is created in the organization.
Task Delete

Triggers when a task is deleted.
Task Updated

Triggers when you update a task.
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 Status

Add a status update to a workspace stream.
Create Task

Create a new task.
Create a Item

Create a new item, record or entry inside an app (standard or custom).
Update Item

Update Item.
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 Podio and Agile CRM Integrations Work

Step 1: Choose Podio as a trigger app and authenticate it on Appy Pie Automate.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Agile CRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Podio to Agile CRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.