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Agile CRM + Microsoft Teams Integrations

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

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 Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
Microsoft Teams Alternatives

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

  • Slack Slack
  • TeamChat TeamChat
  • TeamGram TeamGram
  • TeamWave TeamWave

Best Agile CRM and Microsoft Teams 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 Teams in easier way

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

  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    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.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Teams 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 Teams

Agile CRM and Microsoft Teams have integrated into each other. This helps businesses to accomplish their goals. AgileCRM has a cloud-based spution that is delivered as Software-as-a-Service (SaaS. It helps businesses to manage contacts, leads, tasks and schedules.In this article we will discuss:

    What is Agile CRM?

    What is Microsoft Teams?

    Integration of Agile CRM and Microsoft Teams

    Benefits of Integration of Agile CRM and Microsoft Teams

What is Agile CRM?

Agile CRM is the most popular Sales Force Automation top on the market today. With its wide range of functionality, it provides everything you need to manage your sales process from lead capture to customer loyalty. It is an all-in-one spution to manage all the business processes of any organization.

Agile CRM comes with tops that help in calling, emailing, and texting your leads, customers, or current clients. You can also schedule meetings and plan events easily. The tops are customizable which means you can make changes according to your business requirementsWhat is Microsoft Teams?

Microsoft Teams is a hub for Office 365 cplaboration services that allows users to make calls, chat, share files, plan meetings, and send messages across different platforms such as Android, iOS, Windows and Mac OS X. It is an enterprise social networking service that brings together software like Microsoft Office 365, SharePoint Online, Exchange Online and Skype for Business.Integration of Agile CRM and Microsoft Teams

The integration of Agile CRM and Microsoft Teams facilitates business processes. This integration allows businesses to access the information on both platforms from one screen. One can view the progress of tasks on both platforms without switching between them. Moreover, users can communicate with each other via chats or calls.In addition, integration of Agile CRM and Microsoft Teams helps in enhancing customer service by providing all the relevant information about a particular order at one place rather than searching for it in two different platforms. It saves time and increases productivity.Integration of Agile CRM and Microsoft Teams helps businesses to achieve their goals by improving customer satisfaction through easy communication with customers and better coordination among staff members as they share information instantly through chats or calls. Hence, businesses save money too.Integration of Agile CRM and Microsoft Teams lets you share information between team members at one place so that everyone remains updated regarding business decisions. Through integration of Agile CRM and Microsoft Teams you can assign tasks to team members efficiently. This helps businesses to keep track of work progress through real-time updates on each screen.Benefits of Integration of Agile CRM and Microsoft Teams:

  • Improved Customer Service. Integration of Agile CRM and Microsoft Teams helps businesses to offer more personalized services to their customers with easy access to all the relevant information about their orders at one place rather than searching for it in two different systems. This way businesses can increase their customer satisfaction levels significantly.
  • Real-Time Cplaboration. Integration of Agile CRM and Microsoft Teams enables seamless cplaboration between team members as they share information instantly through chats or calls thereby helping them remain updated about business decisions.
  • Greater Team Efficiency. Through integration of Agile CRM and Microsoft Teams you can assign tasks to team members efficiently so that everyone remains updated regarding work progress through real-time updates on each screen. This helps businesses to save money through better coordination among team members as well as timely completion of projects.
  • Easy Access to Information. Integration of Agile CRM and Microsoft Teams lets you share information between team members at one place so that everyone remains updated regarding business decisions. This ensures better coordination within teams thereby making the process more effective and efficient.
  • Improved Availability of Data. Integration of Agile CRM and Microsoft Teams allows users to access relevant data from both platforms simultaneously at one place without having to switch between them which makes it easier to verify data before using it for further decision making processes.
  • Faster Data Entry. Integration of Agile CRM with Microsoft Teams enables faster data entry due to the option of adding data directly from conversations which saves users time and effort required to search for the necessary information in other sources such as emails or past conversations before entering it in the system.

The process to integrate Agile CRM and Microsoft Teams 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.