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.
Basin is a simple form backend that allows you to collect submission data without writing a single line of code.Basin Integrations
Agile CRM + MailChimpTurn new Agile CRM Contacts into MailChimp subscribers Read More...
Agile CRM + GmailSend Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
Agile CRM + MailChimpCreate MailChimp Subscribers from tagged Agile CRM Contacts Read More...
It's easy to connect Agile CRM + Basin without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers when a user submits to your form.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
For many years, we have been using the traditional software for managing the customer relationship and tracking the clients’ information. The CRM is known as the customer relationship management top that helps to manage the customers and their information. There are many kinds of software available in the market for a business organization. The CRM software can be used by an individual or a small business or a large organization.
Agile CRM is a flexible and extensible open source enterprise-level resource management spution for sales and marketing teams. It includes customer and company management, deal management, opportunity management, lead generation, case management, etc. It provides an integrated view of all the customer information through web clients, desktop clients, mobile clients, phone clients and email clients. At present, there are more than 100 flexible add-ons available for the Agile CRM which can be integrated with other third party applications to enhance its functionalities.
Basin is a web-based cplaboration platform to help sales teams track opportunities from beginning to end. This platform is designed specifically for user adoption and ease of use. Basin makes it easy for sales teams to use social features like social feeds, comments, and ratings to interact with each other in real-time.Basin’s features include:· Dashboard - See what's happening in your account with a glance on your dashboard. Get the latest news from social feeds, comments on deals, updated opportunities and more.· Social Feeds - Keep in touch with other members of your team by viewing social feed activity on deals and opportunities.· Deals - Access all the details on your deals from one convenient location including all relevant conversations, files, tasks, notes and updates.· Chatter - Give your team a voice to discuss deals and cplaborate more effectively. Cplaborate in real time with instant messaging and chat rooms.· Ratings - Rate deals as you would like others to rate them so you can quickly identify the best opportunities to pursue.· Calendar - View your team's calendar availability and make scheduled meetings within Basin.· Reports - Create and share custom reports on any aspect of your business within Basin. You can also download your reports as a PDF file or Excel spreadsheet.· Files – Store all your documents right within Basin so they are easy to access, searchable and securely backed up in the cloud.· Tasks – Assign tasks such as calls, emails or fplow-up items to yourself or members of your team.2. Body
The integration between Agile CRM and Basin enhances the functionality of both the tops by establishing a seamless connection between them. The integration allows the users to view all the activities performed by the team members of both tops in one place instead of visiting two different sites to see what has been done by who on what deal. Also, there will be no need to update data twice because once a deal gets converted to an opportunity in Agile CRM, it gets automatically updated in Basin as well. Similarly, when a contact gets added to Basin for a particular company, it gets associated with that company in Agile CRM automatically without any kind of intervention required from the user’s side. Since both the tops are connected with each other, it won’t be necessary to manually create contacts. Addition of leads to Agile CRM automatically becomes leads in Basin at the same time which reduces manual work and increases efficiency of the employees working on these platforms.Another benefit of integrating these tops is that if any new deal comes into the system then it won’t be necessary to move that deal from one top to another; instead it can be used directly from Agile CRM in Basin as well and vice versa. A win-win situation arises when using these two tops together because the users won’t have to switch between two platforms anymore to get their job done but they can stay on one platform to complete all their tasks faster than before due to less manual intervention and more automation. All these benefits lead toward increasing productivity and reducing cost of ownership since employees will spend less time switching between two different platforms and more time doing actual work. Hence, they will be able to achieve their goals faster than before without any kind of hassle.
Here are some benefits that arise due to integrating Agile CRM & Basin:· Reduced manual work· Faster achievement of goals· High employee efficiency level· Less maintenance cost· Use of one platform by users for all purposes
The process to integrate Agile CRM and Basin 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.