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Agile CRM + Basin Integrations

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

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.

About Basin

Basin is a simple form backend that allows you to collect submission data without writing a single line of code.

Basin Integrations

Best Agile CRM and Basin Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

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    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Agile CRM + Basin in easier way

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

    Triggers
  • 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.

  • New Submission

    Triggers when a user submits to your form.

    Actions
  • 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 Agile CRM & Basin Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agile CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Basin as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Basin with Appy Pie Connect.

    (2 minutes)

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

Integration of Agile CRM and Basin

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.

What is Agile CRM?

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.

What is Basin?

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

Integration of Agile CRM and Basin

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.

Benefits of Integration of Agile CRM and Basin

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.