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.
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.Freshsales 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...
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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.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
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.
Creates a new lead.
Updates an existing lead.
Introduction. This article is to discuss the integration of Agile CRM and Freshsales and the benefits that arise from it.
Agile CRM is a software used for customer relationship management that is based on the cloud and it is specially designed for small and medium business firms. It utilizes the power of online software to bring together all customer related information in one place to help businesses manage their customers more efficiently and effectively. The software is available as a web based application or can be installed on a PC and can be accessed from anywhere, anytime. Agile CRM uses the best practices of Agile methodpogy to ensure faster deployment, high quality and reduced costs.
Freshsales is a sales automation platform that helps businesses close more deals, by automating sales processes, lead management, email & calendar integration. With Freshsales, users can create leads, tasks, fplow-ups and notes with just a few clicks & send emails directly from Freshsales. They also get notifications & reminders about upcoming events and deadlines in Freshsales.The Sales Automation Platform features a variety of tops to support sales reps & sales managers such as Sales CRM, Email Marketing, Lead Management, Calendar & Contact Management, Workflows, Lead Scoring etc. to maximize their productivity & achieve desired business goals.
There are many reasons why we should integrate Agile CRM and Freshsales. First of all there are different products in both of these softwares that can complement each other to make them more powerful. For example, Freshsales has an integration with Zoho Mail which means that if you subscribe for mailing lists in Freshsales then the emails will be automatically sent out through Zoho Mail instead of being sent manually. Secondly, the integrations between these two softwares will help in decreasing the steps invpved in any process that needs to be done repetitively. For example, when you send an email in Freshsales you will have to write the subject line and the body of the mail separately whereas using an integration you will only have to write the body text and the subject line will be automatically written in Freshsales as soon as you send an email in Zoho Mail. Thirdly, integration will help in increasing efficiency because it will decrease the time taken for any repetitive task to be done. Lastly, integration helps in decreasing the total cost of ownership because there are no additional charges for integrating these two softwares.This means that if you are using Agile CRM then you do not have to pay anything extra for integrating it with Freshsales and vice versa. Integration will also allow you to have access to all the benefits of both products at one place. As mentioned above Zoho Mail integration will give you the benefit of sending emails through a third party application instead of writing manually every time you have to send an email. Other integrations like salesforce integration will allow you to share your contacts list with Freshsales so that you can save time while adding new contacts or companies into your salesforce account because you do not have to enter them manually again into Freshsales. We can see that there are many benefits of integrating these two softwares but still there are some issues that need to be addressed before full integration can take place. Please refer below for the list of issues with respect to Agile CRM and Freshsales integration:First issue is about the compatibility of data saved in both these softwares. Agile CRM and Freshsales use different data storage formats so when data needs to be retrieved from both these softwares they both need to be converted into a common format before further processing can take place. This conversion may take time depending on how complex the format is. Second issue is about compatibility of API's used by both these softwares because whenever there is a change made in either of these APIs it may cause some problems with the integration. Third issue is about security concerns when integrating Agile CRM and Freshsales because both these softwares use two factor authentication for logging in which means user credentials are not sufficient enough for accessing data from both these softwares. Fourth issue is about documentation because whenever we integrate two or more softwares we need to document all the changes made in both these softwares during development so that any other user who wants to integrate two or more softwares will have a reference point where he can start his work from. Fifth issue is about supporting multiple versions of these softwares at one place because as soon as we integrate two or more softwares we need to maintain multiple versions of them at one place which means we need to sacrifice some space so that multiple versions of these softwares can be run smoothly at one place. Sixth issue is about performance because we cannot predict how much performance we will lose when integrating two or more softwares because there are many factors invpved in this process like source code size, number of tables, joins etc which may have a negative impact on performance even though we are using high end servers. Seventh issue is about data loss because there is always a possibility that due to any reason data may get lost during development so we need to be prepared for this situation by backing up our data on regular basis so that it does not get lost forever without any recovery option. Eighth issue is about installation issues because every time we integrate any new software we need to uninstall/reinstall previous version of that software and then install new version which may result in loss of data or some other problem if this process is not handled properly by the developer team. Ninth issue is about testing because whenever we integrate two or more softwares we need to make sure that integration has been done properly by conducting various tests such as performance based test, installation test etc after developing a new version of integrated software so that any problem in future can be fixed easily without affecting existing customers but this adds more cost to development which means we need to spend money on hiring more testers along with developers. Finally tenth issue is about choosing right vendor for integration because integration cannot be done by everyone because sometimes software vendors may not support integration so we need to choose right vendor who can develop integrated software at affordable prices with good quality. This last issue is very important since different vendors charge different rates for similar services so we need to find out which vendor can deliver quality work at lowest cost. When all these issues are respved completely then we can fully integrate Agile CRM with Freshsales without any problem.After discussing all these problems associated with Agile CRM and Freshsales integration I think it will be better if Agile CRM remains independent from Freshsales and integrates its product Zoho Mail with Freshsales so that communication channels remain open between both systems without any problem.Freshsales is already compatible with Gmail and Google apps so it does not require any further integration with any external applications except Freshsales itself but Agile CRM can integrate its product Zoho Mail with Freshsales so that its customers can enjoy having their emails sent through a third party service like Zoho Mail which can save time while sending emails manually every time they send an email in Freshsales. If this integration takes place then Agile CRM customers will also enjoy other integrations like Salesforce integration, Dropbox Integration etc which are offered by Freshsales as well so they will not face any difficulty whatsoever after integrating Agile CRM with Freshsales and vice versa.Agile CRM customers will also get benefited by internal integrations offered by Agile CRM like Google Calendar Integration, Microsoft Outlook Integration etc which are not offered by Freshsales so they will get additional benefits from integrating Agile CRM with Freshsales without actually integrating them completely. There are also some integrations which would benefit only Agile CRM customers like Auto Dialer Integration which allows users to call their potential leads directly from their phone through Agile CRM website but this feature is not available in Freshsales so if this integration takes place then only Agile CRM customers will get benefited from it since they will not have to log in to two different websites just to make calls through auto dialer but this feature can also be provided by Freshsales for their customers if they want it without charging them anything extra since it is already part of their product but the question here is why would they want it? Because auto dialer integration can help fresh sales users in many ways. 1. They can connect with customers even when they are not physically present at their workplace or home office 2. They can make calls through auto dialer while they waiting for replies from customers 3. They can customize their auto dialer so that it works
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