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.
Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.Smartsheet 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 + Smartsheet 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.
Triggers whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row is updated.
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.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
Agile CRM is a software that is used to automate the customer relationship processes. The tool handles sales, marketing and service functions related to customer relationships. It is also used to manage and track the activities of the customers and vendors. It is designed in such a way that it can be used as a single software or can be integrated with other business software.Agile CRM has many custom fields available in it for managing tasks, contacts, leads, accounts etc. The tool saves the data in a relational database (MySQL or PostgreSQL. and generates reports in HTML, PDF, Excel formats. Agile CRM is developed on an open source framework called Ruby on Rails.Agile CRM is a cloud based application which means that it is hosted on servers and can be accessed from anywhere using internet connection.Smartsheet is a web based application that is used for building project management work flow. Smartsheet connects project managers with team members, helps in storing and accessing critical information, automates routine tasks and allows them to collaborate effectively.They plan resources, tasks, schedule meetings and track progress all through one application. It is very flexible and easy to use. Hence it is gaining popularity day by day.Smartsheet uses Google Apps Script to communicate with Google drive. It uses JSON data format to transfer data from Google Apps Script to sheet data as well as from sheet data to Google Apps Script.Agile CRM integrates with Smartsheet that helps automate various tasks like updating CRM data into Smartsheet automatically, sharing data between CRM and Smartsheet etc. This helps businesses to save time and money.
Integration of Agile CRM with Smartsheet add-on allows you to integrate data from Agile CRM into Smartsheet and vice versa without wasting much time or money.Data integration supports two ways of synchronization between Agile CRM and Smartsheet. One is real time synchronization where the changes happen immediately when there is any change in Agile CRM or Smartsheet. The other one is scheduled synchronization where the changes are carried out at specified intervals like daily, monthly etc.
The integration of Agile CRM and Smartsheet makes customer relationship management easier than ever before. Data synchronization between the two applications takes care of all the changes automatically so that companies do not have to worry about updating their records manually.
The process to integrate Agile CRM and Smartsheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.