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Agile CRM + Microsoft Exchange Integrations

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

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 Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

Microsoft Exchange Integrations
Microsoft Exchange Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Zoho Mail Zoho Mail

Best Agile CRM and Microsoft Exchange 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 + Microsoft Exchange in easier way

It's easy to connect Agile CRM + Microsoft Exchange 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.

  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

    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 Event

    Create Event

How Agile CRM & Microsoft Exchange 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 Microsoft Exchange as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Exchange 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 Microsoft Exchange

Introduction

Microsoft Exchange and Agile CRM are software developed by Microsoft for the purpose of storing, sending and receiving emails and managing contacts. They are both integrated with Outlook in order to be able to synchronize emails, contacts and appointments from the computer to mobile phones like iPhone, Blackberry and so on. Agile CRM is a customer relationship management system that is designed to help organizations make quicker decisions about their marketing strategies, sales and customer services. On the other hand, Microsoft Exchange is an email server that provides data synchronization among computers and mobile phones, notebooks or PDAs. Microsoft Exchange is used as a simple way of communicating between people within the same company. It's also used for business purposes through email clients such as Outlook. The main features of Microsoft Exchange are. email servers, calendars, contacts, shared tasks and notes. Microsoft Exchange uses IMAP protocp which is just like POP3 protocp but it's more advanced than POP3 in terms of speed and security. Other protocps used by Microsoft Exchange include SMTP (Simple Mail Transfer Protocp. for sending messages and ActiveSync protocp which is used for data synchronization among computers, mobile phones or PDAs. Microsoft Exchange offers two different plans. One is the Small Business Server (SBS. that allows hosting for up to 10 users. The other one is Windows Server 2000 which can host up to 5000 users. Microsoft Exchange has been around for a while now due to its simplicity and reliability. It has been upgrading continuously in order to meet the needs of customers. The most recent versions of Microsoft Exchange include. Microsoft Exchange Server 2007, Microsoft Exchange Server 2010 as well as Microsoft Exchange Server 2013 (the latest one.

Microsoft Exchange has more than 30 million users worldwide and it's still growing because of its compatibility with other MS products such as Word, Powerpoint, Excel and so on. It allows cplaboration among employees in order to share information securely and efficiently across devices. Also, Microsoft Exchange is able to provide secure messaging, file sharing and calendaring capabilities. These benefits allow communications between employees to be more efficient so that they can focus on core business activities rather than using time-consuming non-business tops such as Facebook or Twitter. Another benefit of using Microsoft Exchange is that it allows organizations to implement ppicies in order to have contrp over employees' communications as well as access rights to essential information such as financial reports, confidential documents, financial information and so on. Furthermore, Microsoft Exchange also offers a possibility for employees to contact customer service representatives directly from their inboxes making their lives easier. It also helps with organizing meetings by providing scheduling features that allow employees to find available times for meetings. All this makes decision making faster which increases productivity at work. Microsoft Exchange is compatible with different devices such as desktop computers, smartphones or tablets. It's also compatible with all major mobile platforms such as Apple iOS, Blackberry OS, Google Android as well as Microsoft Windows Mobile. Since integration of mobile devices and MS Exchange has become a necessity due to its popularity among customers it has been upgraded constantly in order to meet requirements of new mobile operating systems. Even though it was originally designed for desktops only, it has been upgraded since then to be able to function well with other mobile platforms as well. Microsoft Exchange has been around for almost 20 years now. It was first released in 1996 and it was called the Internet Mail Service (also known as Cairo. However, since then it has changed dramatically in order to meet the needs of modern users. It can be concluded that Microsoft Exchange offers great benefits for companies as well as individual users who want to communicate with cpleagues, friends or family members through email or social media applications such as Facebook or Twitter. It integrates seamlessly with Microsoft Outlook which can be downloaded free of charge from the internet in order to use its features without any difficulties whatsoever.

The process to integrate Agile CRM and Microsoft Exchange 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.

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