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Agile CRM + Appy Pie Design Integrations

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

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 Appy Pie Design

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Appy Pie Design Integrations

Best Agile CRM and Appy Pie Design 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 + Appy Pie Design in easier way

It's easy to connect Agile CRM + Appy Pie Design 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.

  • UPLOAD PROJECT

    Upload your project on other Platforms using Integration.

  • UPLOAD PROJECT ON SAVE

    Trigger when new project photo saved.

    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 & Appy Pie Design 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 Appy Pie Design as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Appy Pie Design 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 Appy Pie Design

Agile CRM?

Agile CRM is a cloud-based Customer Relationship Management (CRM. system that can assist you in building strong, enduring relationships with your customers. This multi-functional software spution provides you the ability to manage all of your customer information, products and sales together. You can keep track of all your customers/products/sales across multiple channels including social media, email marketing, web, mobile, and phone. Moreover, you can use this platform to increase your sales, create new revenue streams and boost profits.

Appy Pie Design?

Appy Pie is an easy-to-use, powerful & affordable online app builder for small businesses. It helps entrepreneurs, startups & SMBs create mobile apps at affordable prices. Appy Pie’s simple drag-and-drop interface enables non-technical users to create mobile apps without writing even a single line of code. With Appy Pie, you can create an app within minutes. You can then publish it on the Apple Store and Google Play Store, share it with your audience and start generating revenue. Additionally, Appy Pie offers you 4 other free tops for growing your business – Online Shop (for creating eCommerce website), Online Store (for creating an eCommerce store), Online Chat (for creating an online chat service. and SMS Marketing (for sending bulk SMS.

Integration of Agile CRM and Appy Pie Design

The integration of Agile CRM and Appy Pie Design allows marketers to enhance their marketing strategy by bringing together the power of both platforms under one roof. It also helps you build a strong relationship with your customers by giving you access to their contact details over multiple channels.

Agile CRM + Appy Pie Design = Customer Relationship Management Spution for Small Businesses

You can integrate both platforms by fplowing the step-by-step guide below:

Step 1. Install Agile CRM through the Appy Pie Platform. Once installed, you will be redirected to Agile CRM’s installation page to configure settings. Click “Continue” button to proceed.

Step 2. Provide your company details to create an account. Afterwards, fill up all fields under “General Settings” tab. Finally, click “Save Changes” button to proceed to “Manage Accounts” tab to manage your accounts.

Step 3. Create a new account by providing the required information. Afterwards, enter your login credentials & click “Next” button to proceed.

Step 4. After the creation of the account is completed successfully, you will be automatically redirected to http://appypie.com/manage/accountsew/agilecrm where Agile CRM appears on the left sidebar while Appy Pie on the right. From here onwards, you can integrate both platforms using the steps below:

Integrate Agile CRM with Appy Pie Design. Step 1. On the left sidebar, select “Manage Agile CRM” from the dropdown menu on top of the screen. Afterwards, log into your Agile CRM account and select “Data Import” option from the left sidebar of the dashboard.

Integrate Agile CRM with Appy Pie Design. Step 2. On the next screen, click on “Import Data” option from the top menu bar of the screen. Afterwards click on “Import from CSV File” button to import CSV files into your Agile CRM account from the “Appy Pie window” that appears on the bottom portion of the screen. Then fplow the instructions on screen to import your CSV file into your Agile CRM account. After successful importation, click on “Next” button in the bottom right corner of the screen to proceed to next step.

Integrate Agile CRM with Appy Pie Design. Step 3. On the next screen, specify your API Key & API Secret Key in “Appy Pie Settings” section in order to authorize access between Appy Pie and Agile CRM accounts. For more details about API Keys, go here.

Integrate Agile CRM with Appy Pie Design. Step 4. In this step, you need to import all your contacts into your Agile CRM account from Appy Pie account by entering your API Key & API Secret Key in “Appy Pie Settings” section. If you have a large number of contacts in your database, we suggest you import them in batches instead of individually so that there won’t be any error in importing data from Appy Pie account into Agile CRM account. After successful importation of contacts from Appy Pie account into Agile CRM account, click on “Done” button in the bottom right corner of the screen to proceed to next step.

Integrate Agile CRM with Appy Pie Design. Step 5. In this step, you have to import all your contacts into Appy Pie account from Agile CRM account by entering your API Key & API Secret Key in “Appy Pie Settings” section. If you have a large number of contacts in your database, we suggest you import them in batches instead of individually so that there won’t be any error in importing data from Agile CRM account into Appy Pie account. After successful importation of contacts from Agile CRM account into Appy Pie account, click on “Next” button in the bottom right corner of the screen to proceed to next step.

The process to integrate Agile CRM and Appy Pie Design 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.