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.
Nozbe is an online to-do list style project management tool for your team.nozbe 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 + nozbe 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.
Triggered when a new category is added
Triggered when a new project is created
Triggered when a new task 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.
Create new project
To create a new task into a project.
AgileCRM is an open-source customer relationship management application. It provides a system for marketing, sales, and customer service organizations to manage their contacts and leads, track opportunities and deals, schedule activities, and automate fplow-up, while providing access from both the Web and mobile devices. Built on the Zope platform, it is provided free of charge under the GNU General Public License.
Nozbe is a web-based project management top which features real-time cplaboration, Evernote integration, task prioritization, and advanced time tracking.
The integration of AgileCRM and Nozbe allows you to automatically sync all your projects, tasks, contacts and other data between these two programs. This can be done using Zapier. Zapier is a cloud-based automation top that lets you connect all your accounts and apps together. Once connected, you can create automated workflows (Zaps. that automatically push data from one account to another. It’s super simple, and it works with hundreds of popular apps like MailChimp, Google Drive, Twitter, and Slack. If you use both AgileCRM and Nozbe for project management, there are many ways you could integrate them together. For example, you could create a Zap that updates your AgileCRM contact list when new customers are added in Nozbe. Or, you could have the AgileCRM app update with due dates or project statuses from Nozbe. You can also have tasks updated between the two apps based on different triggers. For example, if you have a task in Nozbe that requires feedback from someone in your team, you can set up a Zap to send an email to AgileCRM whenever that task is updated with a comment. There are so many options!
The benefits of integrating Agile CRM and nozbe include:
Automatically Sync Tasks – With this integration you can automatically sync your tasks between the two platforms. This means that all your tasks will appear on both platforms at once so you’ll always be aware of what needs to be done. Save Time – With this integration you will save time because you won’t have to manually transfer data from one platform to another. You can simply view your tasks from both programs at once so you can keep track of everything without having to switch back and forth. Save Money – Using Zapier with Agile CRM and nozbe will save money because you won’t have to pay for multiple subscriptions or software. You can automatically sync up everything for free! Integrate with Other Apps – With Zapier you can connect Agile CRM and nozbe with many other apps like Google Calendar so you can stay on top of your scheduling even more efficiently!
The process to integrate Agile CRM and nozbe 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.