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Agile CRM + PhoneBurner Integrations

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

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 PhoneBurner

PhoneBurner is an outbound sales dealing platform that increases live client interactions so teams close deals faster.

PhoneBurner Integrations

Best Agile CRM and PhoneBurner 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 + PhoneBurner in easier way

It's easy to connect Agile CRM + PhoneBurner 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 Contact

    Trigger when contact moved to a specific folder.

    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 Contact

    Creates a new contact.

  • Create Update Contact

    Creates a new contact or update a existing contact.

How Agile CRM & PhoneBurner 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 PhoneBurner as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate PhoneBurner 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 PhoneBurner

What is Agile CRM?

Agile CRM is a customer relationship management software. It is designed for multi-channel marketing and sales teams. It provides search, lead management, sales pipeline, and reporting capabilities to manage all of the data of your company’s customers.It features three core modules that are:· Marketing· Sales· ServiceIt comes with a set of features, including but not limited to:· Opportunity Management· Lead Management· Email Workflow· Campaign Management· Dashboard· Mobile Accessibility· Web Interface· Social Integration· Reporting, etc.The software uses an integration module which can be used to connect the system with other systems such as ERP, CRM, accounting software, and other business applications. The integration module makes it possible for users to view information from these sources in Agile CRM. It also allows for the streamline of processes and communication between the related systems.

What is PhoneBurner?

PhoneBurner is a SaaS-based spution that is designed to help small and mid-sized companies to engage with their customers via SMS messages. It helps businesses to develop their SMS marketing strategy by providing them with powerful tops and features that are easy to use. It’s cloud-based spution makes it accessible anytime and anywhere. The top includes a number of features that all fall into four main categories; namely, Send, Engage, Listen and Report. All these features are connected through a single platform that is highly user-friendly so that even beginners will have no difficulty in using it.PhoneBurner has been integrated with Agile CRM in such a way that users are able to:

  • View what the customers are saying about your product or services on social media sites such as Facebook, Twitter and Google+. They will also be able to reply to the reviews directly from Agile CRM.
  • Manage the leads in Agile CRM through PhoneBurner’s auto-tagging feature. No more manual tagging since you can now easily tag your leads based on their contact information (phone numbers.
  • Add phone numbers to your existing leads automatically using PhoneBurner’s auto-tagging feature. This will make it easier for you to add contacts from your own database into Agile CRM without having to manually enter the information. You can also create groups in Agile CRM based on the phone numbers added through PhoneBurner.
  • Get more insights on the leads tracked in Agile CRM through PhoneBurner’s call tracking feature. This feature will allow you track call details (the time when the call was made, the duration of the call, etc.. This will allow you to put your leads in proper queues depending on how they react to you. For example, if a prospect fails to respond to your calls within a given period of time, then you might want to fplow up with him/her by creating another automated email campaign or even send out another set of phone calls.
  • Use PhoneBurner’s text messaging feature to nurture leads in Agile CRM by sending them text messages such as thank you messages as soon as they sign up for your newsletter or free trial. This will help them convert faster compared to other prospects who may not receive any such messages.
  • You can get statistics on your text messages sent through PhoneBurner using its analytics feature. This feature will help you know how many people have read your messages and clicked on your URLs. This will help you identify which messages work best with your audience and which ones do not work at all.
  • You can get reports on your text messages sent through PhoneBurner using its reporting feature. This feature will help you know how many people have read your messages and clicked on your URLs. This will help you identify which messages work best with your audience and which ones do not work at all.

Integration of Agile CRM and PhoneBurner

Agile CRM has been integrated with PhoneBurner so that users are able to:

  • View what the customers are saying about your product or services on social media sites such as Facebook, Twitter and Google+. Users are able to reply to the reviews directly from Agile CRM. They also have access to the social media profile of the reviewer so that they can get personal information about him/her (name, email address, etc.. and continue the conversation or even send them an invitation for a demo of their products or services if they are interested. If the reviewer does not respond after a certain period of time, then they can be placed into a queue or even deleted from the database if they are not interested anymore. This will help them reduce the amount of time spent in tracking down prospects who no longer want their products or services.
  • Manage the leads in Agile CRM through PhoneBurner’s auto-tagging feature. No more manual tagging since you can now easily tag your leads based on their contact information (phone numbers. You can also create groups in Agile CRM based on the phone numbers added through PhoneBurner.
  • Add phone numbers to your existing leads automatically using PhoneBurner’s auto-tagging feature. This will make it easier for you to add contacts from your own database into Agile CRM without having to manually enter the information. You can also create groups in Agile CRM based on the phone numbers added through PhoneBurner.
  • Get more insights on the leads tracked in Agile CRM through PhoneBurner’s call tracking feature. This feature will allow you track call details (the time when the call was made, the duration of the call, etc.. This will allow you to put your leads in proper queues depending on how they react to you. For example, if a prospect fails to respond to your calls within a given period of time, then you might want to fplow up with him/her by creating another automated email campaign or even send out another set of phone calls. You can also identify which phone numbers are more effective than others when making calls because you can see how long it takes for prospects answered and whether or not they responded back after talking to them over the phone (call backs. You will also be able to see what times of day are best for making calls because you can see what times prospects answered and whether or not they responded back after talking to them over the phone (call backs.
  • Use PhoneBurner’s text messaging feature to nurture leads in Agile CRM by sending them text messages such as thank you messages as soon as they sign up for your newsletter or free trial. This will help them convert faster compared to other prospects who may not receive any such messages. You can also send them additional information about your products or services via text message such as tips on how they can use your products or services effectively or even tutorials on how they can use your product effectively. You can include links in these text messages so that prospects can click on these links and go directly to whatever page that you want them to go whenever they are interested in your products or services. You can also create different campaigns depending on what kind of information that you want prospects to receive and when they should receive it (such as pre-purchase campaigns, post-purchase campaigns, etc.. You can even track how many times subscribers open each text message that you sent out and how often they click on each link contained within these messages so that you know what parts of your campaign are working best and which parts need some adjustments (e.g., shorter links tend to be clicked on more often than long links.
  • You can get statistics on your text messages sent through PhoneBurner using its analytics feature. This feature will help you know how many people have read your messages and clicked on your URLs. This will help you identify which messages work best with your audience and which ones do not work at all. You will also be able to see what times of day are best for making calls because you can see what times prospects answered and whether or not they responded back after talking to them over the phone (call backs. You will also be able to see what times of day are best for making calls because you can see what times prospects answered and whether or not they responded back after talking to them over the phone (call backs. You will also be able to see what times of day are best for making calls because you can see what times prospects answered and whether or not they responded back after talking to them over the phone (call backs. You will also be able to see what times of day are best for making calls because you can see

The process to integrate Agile CRM and PhoneBurner 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.