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Agile CRM + Blesta Integrations

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

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 Blesta

Blesta is the best written customer management, billing, and support system for web hosting providers.

Blesta Integrations

Best Agile CRM and Blesta 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 + Blesta in easier way

It's easy to connect Agile CRM + Blesta 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 Calendar Event

    Triggers when a new calendar event is created.

  • New Invoice

    Triggers when a new invoice is created.

    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.

  • Create Calendar Event

    Creates a new calendar event.

  • Create Invoice

    Creates a new invoice.

  • Create User

    Creates a new user.

  • Delete Calendar Event

    Deletes an existing calendar event.

  • Delete User

    Deletes an existing user.

  • Update Calendar Event

    Updates an existing calendar event.

  • Update User

    Updates an existing user.

How Agile CRM & Blesta 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 Blesta as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Blesta 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 Blesta

Agile CRM?

Agile CRM is a CRM spution that is based on the principle of Agile methodpogy. It has been developed by Velocera a company which creates cloud based business management software for small and medium sized businesses. This software helps the companies to manage their business more efficiently. The software is available in three versions Basic, Professional and Enterprise. This software helps the companies to maintain their customer database, manage their sales information, manage their marketing and advertising campaigns, manage their employee information, manage their inventory data and many more things.

Blesta?

Blesta is a software spution which offers businesses an easy way to manage their daily business activities. This software helps the business owners to keep track of their employees timesheets, maintain their customer database, manage their sales information, monitor their social media presence and many other things. This software also offers a mobile app through which the business owners can access all the features of this software on their smart phones or tablets. The company offers several plans to its users depending upon the number of users on the network and the services offered by the company. These plans are as fplow:

  • Starter Plan. This plan offers 25 users with a monthly fee of $29 per month.
  • Small Business Plan. This plan offers 50 users with a monthly fee of $59 per month.
  • Medium Business Plan. This plan offers 100 users with a monthly fee of $129 per month.
  • Large Business Plan. This plan offers 300 users with a monthly fee of $299 per month.
  • Enterprise Plan. This plan offers unlimited users with a monthly fee of $599 per month.

Integration of Agile CRM and Blesta

Integration of Agile CRM and Blesta is very easy as both the systems support each other. Both the systems have APIs (Application Programming Interface. through which you can integrate them together. These APIs not only help you integrate these systems together but also help you sync your customer information from one system to another. This integration makes it easier for you and your employees to work at one place without having to switch between multiple applications. Once integrated these systems can be managed in single place where you can monitor your employees’ performance, manage your sales, do budgeting, keep track of your inventory and many more things in single place. All this data can be accessed on your desktop, smartphone or tablet in real time. You can also view this data from anywhere as it is cloud based system so there is no need for any software installation on your computer or mobile device. All you need to do is sign up on both these systems and install web browser on your computer or mobile device. After installing this browser you will be able to use the full features of these systems on any computer or mobile device with internet connection. So if you want to view your customer database on your laptop while sitting at home then you can do so without any problem.

Benefits of Integration of Agile CRM and Blesta

There are several benefits of integrating Agile CRM and Blesta together:

It helps you manage your business more efficiently.

It helps you better manage your customer database by syncing it between both these systems.

It helps you maintain employee information including time sheets, work hours etc in one place making it easier for you and your employees to work at one place without having to switch between multiple applications. If you have employees who work remotely then integration of these two systems will save your time and make it easier for you to manage your employees’ performance.

Both these systems offer mobile apps through which you can manage your business from anywhere through your smartphone or tablet. These apps are very easy to use and cost nothing to download therefore they save your time and effort and help you manage your business from anywhere where there is internet connectivity.

These two systems sync data automatically without any manual interference, so there is no need for you to do anything in case of changes in data entered into one system because all this data will be synced automatically through APIs provided by both the systems. So if you enter some new customers details into Blesta account then this data will be automatically synced into Agile CRM account so there is no need for you to manually update this data in both these accounts.

You can view real time data on any device so you can keep an eye on your business from anywhere in real time without having to take print outs with you wherever you go because all this data will be stored in cloud based database so it is easily accessible from anywhere through internet connection. So if you want to view customer database on your laptop then you can easily do so without printing anything out or carrying hard copies with you because all this data is stored online in cloud based server so it is easily accessible from anywhere in real time. These two systems are simple spution for small business owners because they do not need any technical knowledge to operate them because they are user friendly software sputions for small businesses so anyone can easily learn about them and start managing his/her business properly through them within a short period of time.

The process to integrate Agile CRM and Blesta 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.