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.
Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.Filter By Connect 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 + Filter By Connect 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.
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.
Set up rules to specify when this Connect can continue running
In today's business environment, it is important for companies and organizations to be agile. For this reason, there is a need for a software spution that helps businesses to deal with customer relationship management (CRM. processes. This is because CRM is the process of managing customer relationships. It encompasses all functions invpved in the interaction between an organization and its customers. CRM sputions are designed to help companies manage their customers by automating their sales, marketing and service processes. CRM sputions can be desktop-based or web-based. In addition, they are also available as on-premises or cloud-based sputions.A major component of a CRM system is its ability to integrate with other systems. Integration of a CRM system is vital because it allows companies to streamline their processes. For example, integration will allow customer data to be shared among different departments such as sales, marketing and customer service. A good example of a CRM spution that provides seamless integration is AgileCRM. Agile CRM is an open source CRM spution that integrates with other business software programs such as MailChimp, PayPal, SugarCRM, Zendesk, QuickBooks and many others. The demand for AgileCRM has been rising steadily over the years especially because of the flexibility it offers.AgileCRM is integrated with FilterByConnect, a mobile app that makes it easier for sales people to interact with their prospects. With Filter By Connect, sales people can create landing pages for their products or services and link them to their social media accounts such as LinkedIn or Facebook. It allows salespeople to make their message readily available to prospects on their mobile devices. They do not have to keep looking for leads on the internet or in a database since everything is available in one place at any given time. Hence with these features, AgileCRM becomes an ideal platform for business software sputions.
AgileCRM is a flexible and cost-effective software spution that can be used by organizations to streamline their business processes. It is integrated with Filter By Connect which makes it easy for companies to be agile in their operations.A good example of an organization that has adopted AgileCRM is the company, Onfleet. Onfleet was founded in 2012 with the goal of building a simple way for shippers and truckers to communicate through mobile messaging. Onfleet focuses on freight brokerage, which invpves taking orders from shippers and making sure that deliveries get to their destinations on time. The company uses AgileCRM as its enterprise customer relationship management (ERP. system.Onfleet has over 50 employees who rely on AgileCRM to manage their daily activities such as customer support, accounting, sales and marketing, recruitment and human resources management among others. The company has grown from $0 in revenue in 2012 to $10 million in 2016. AgileCRM has allowed Onfleet to use less resources without affecting productivity. It allows Onfleet to use fewer resources in sales and marketing while increasing the number of clients. Overall, the company has achieved tremendous success by using AgileCRM as its ERP system.
The process to integrate Agile CRM and Filter By Connect 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.