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.
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It's easy to connect Agile CRM + Appy Pie Design 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.
Upload your project on other Platforms using Integration.
Trigger when new project photo saved.
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.
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 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.
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.