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.
Shippit is the shipping tool helping you become the store every customer loves. Powering delivery for thousands of Australian sellers, stop dreading fulfilment and knock it out in minutes.shippit Integrations
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It's easy to connect Agile CRM + shippit 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.
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 an order.
Retrieves labelling information for an Order using the tracking number.
Retrieve quote details for given specifications.
Track order by tracking number.
Agile CRM is a business management software that helps companies to manage their customer relationship in an easier way. It is a cloud based software spution that allows you to manage your customers, prospects, leads, sales, service and campaigns. The software has various features that help you to manage all these aspects of your business. For instance, it has features like lead capture form, auto dialer, contact manager, calendar, email marketing, contact tracking, lead funnel, mobile CRM, integration with third party apps, forms builder and others. The software also has an integration with shippit ecommerce platform that allows you to integrate your ecommerce website with the Agile CRM software. This integration helps you to manage your online store from the Agile CRM dashboard. Agile CRM software is compatible with major web browsers like IE8+, Chrome, Firefox and Safari.
Integration of Agile CRM and shippit:
The integration of the Agile CRM and shippit helps you to manage your online store from the Agile CRM dashboard. You can access the shippit settings from the settings menu in the Agile CRM dashboard and then you can access the shippit settings. You can do all the activities related to shipping from the Agile CRM dashboard. For instance, you can create a new order from the Agile CRM dashboard and then ship it from the shippit dashboard. The integration allows you to manage your products from either of the dashboards provided no matter where you make changes to prices or stock levels etc. This helps you to maintain a track record of your inventory from one place. In addition to that, you can also sync your customers and contacts list with shippit if you have them integrated with the Agile CRM software. You can use the API key for this integration as well as it is available on the shippit website. This integration is very simple as both of the systems are cloud based. All you have to do is to sign up for both the services and start managing your online store from the Agile CRM dashboard.
Benefits of Integration of Agile CRM and shippit:
There are various benefits of integrating Agile CRM with shippit. One such benefit is that you can ship products directly from within the Agile CRM software itself without having to log into the shippit dashboard. Instead of logging into another website to ship orders, you can do all these activities right within your Agile CRM dashboard. This definitely reduces the time taken to ship orders as well as it saves a lot of money spent on hiring shipping personnel for doing these tasks. Another benefit of this integration is that you can do all these activities while sitting at one place without having to move across different websites and tabs. This is because, all the information about your products are available in one dashboard that means that you do not need to use multiple tabs of different browsers while managing your online store. You can also easily access reports and analytics by importing data into any Microsoft Excel spreadsheet or word document making it easier for you to do analysis on your business activities.
This article has discussed about how to integrate Agile CRM with shippit and what are the benefits of this integration. Integration of Agile CRM with shippit helps you to manage your online store from within a single dashboard by saving time and money for tasks like outsourcing shipping or hiring additional employees for shipping tasks instead of using a third party shipping software like shippit.
The process to integrate Agile CRM and shippit 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.