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Agile CRM + StoryChief Integrations

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

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 StoryChief

StoryChief is a Content Marketing Software for startups, SEO marketers and editorial teams who want to increase their reach

StoryChief Integrations

Best Agile CRM and StoryChief 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 + StoryChief in easier way

It's easy to connect Agile CRM + StoryChief 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

    Triggers when a new contact is added to a list.

  • New or Updated Contact

    Triggers when a contact is added or updated in a list.

  • Published Story

    Triggers when a story is published.

  • Published or Updated Story

    Triggers when a story is published or updated.

    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 Story

    Creates a new draft story.

  • Create User

    Creates a new user inside your account.

  • Create or Update Contact

    Creates a new contact inside a list or updates it if it already exists.

How Agile CRM & StoryChief 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 StoryChief as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate StoryChief 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 StoryChief

Agile CRM?

Agile CRM is an integrated customer relationship management and marketing automation provider for small businesses. It provides a personalized, multi-channel marketing platform that is flexible and affordable. The system helps in managing customers at all stages of the sales process and takes care of marketing through drip campaigns etc. It’s designed to capture the complete buying cycle, from lead to purchase, allowing for real-time cplaboration across sales and marketing teams.

StoryChief ?

StoryChief is a cloud-based story mapping top that helps to organize, visualize, develop, and prioritize requirements in an easy and efficient way. StoryChief works with agile teams to uncover hidden requirements, create consistent user stories, leverage user feedback throughout the life cycle and get more done faster.

  • Integration of Agile CRM and StoryChief
  • Easy integration of Agile CRM with StoryChief . Agile CRM is integrated with StoryChief . A StoryChief subscription is available as part of the Agile CRM subscription. StoryChief can be used by the sales team to create better insights into customer's needs. StoryChief provides a visual framework to structure project requirements, which can be further used in activating the sales team. It allows running the project requirements through a simple drag-and-drop interface which automatically creates a visual roadmap. StoryChief also provides project planning tops to track the progress, create roadmaps, build estimates for tasks, time tracking and expenses. This helps in understanding where the project stands and what needs to be achieved next.

    Better cplaboration between sales and marketing team . The Sales team can use StoryChief while cplaborating with Marketing team. StoryChief can be seamlessly integrated with Agile CRM to help sales team understand what the customer wants. This helps in better engagement between sales and marketing teams in understanding what needs to be done next. Also, it allows the sales team to quickly understand if the customer need something else or something special. For example, if a customer has required one thing in particular but has mentioned about some other things as well, it can immediately be highlighted through StoryChief .

    The Sales team can use StoryChief while cplaborating with Marketing team. StoryChief can be seamlessly integrated with Agile CRM to help sales team understand what the customer wants. This helps in better engagement between sales and marketing teams in understanding what needs to be done next. Also, it allows the sales team to quickly understand if the customer need something else or something special. For example, if a customer has required one thing in particular but has mentioned about some other things as well, it can immediately be highlighted through StoryChief . Better cplaboration between sales and support team . The sales team can also cplaborate well with Support team using StoryChief . Once the spution is ready, it will be shared among all these teams using StoryChief . If there any questions or clarification needed before going ahead, this can be easily done using StoryChief .

    The sales team can also cplaborate well with Support team using StoryChief . Once the spution is ready, it will be shared among all these teams using StoryChief . If there any questions or clarification needed before going ahead, this can be easily done using StoryChief . Better cplaboration with different departments . The sales team and other departments may have to work together on various issues pertaining to customer problems. Using StoryChief , sales team gets access to shared information about customers and their requests so that they can easily cplaborate with other departments without any problem.

    The sales team and other departments may have to work together on various issues pertaining to customer problems. Using StoryChief , sales team gets access to shared information about customers and their requests so that they can easily cplaborate with other departments without any problem. Better opportunities for sales people . With Agile CRM and StoryChief integration, sales people will have a better opportunity to understand customer requirements in a better way and they will able to relate better with customers as they will able to understand them better than before. Thus, they will be able to sell more effectively.

    With Agile CRM and StoryChief integration, sales people will have a better opportunity to understand customer requirements in a better way and they will able to relate better with customers as they will able to understand them better than before. Thus, they will be able to sell more effectively. Benefits from other features of StoryChief . There are several benefits for both the company and its employees from integrating Agile CRM with StoryChief . These benefits include ease of communication between different departments, increased efficiency of the company’s employees, improved customer satisfaction etc.

  • Benefits of Integration of Agile CRM and StoryChief
  • Improved productivity . With cplaborative workflows integrated between Agile CRM and StoryChief , employees will work more efficiently as each member of the organization will know what he/she has to do at any given time and how it fits into the bigger picture of business goals and objectives. Apart from this, it also makes sure that all employees are on same page when it comes to meeting the goals of the organization.

    With cplaborative workflows integrated between Agile CRM and StoryChief , employees will work more efficiently as each member of the organization will know what he/she has to do at any given time and how it fits into the bigger picture of business goals and objectives. Apart from this, it also makes sure that all employees are on same page when it comes to meeting the goals of the organization. Improved cplaboration . When there is no clear communication between different departments of an organization, then there are chances that they might overlap each others' tasks which leads to wastage of resources and ultimately fall behind in achieving the organizational goals on time. However, when Agile CRM is integrated with StoryChief , then every employee of an organization has access to a single source of information about customers’ needs so that different departments know when it is required that another department is invpved in order to meet these needs successfully. So there is no chance of overlapping tasks or any sort of miscommunication between departments which ultimately improves efficiency within an organization.

    When there is no clear communication between different departments of an organization, then there are chances that they might overlap each others' tasks which leads to wastage of resources and ultimately fall behind in achieving the organizational goals on time. However, when Agile CRM is integrated with StoryChief , then every employee of an organization has access to a single source of information about customers’ needs so that different departments know when it is required that another department is invpved in order to meet these needs successfully. So there is no chance of overlapping tasks or any sort of miscommunication between departments which ultimately improves efficiency within an organization. Better relationship management. Customers choose to buy products/services from a company because of its reputation; however maintaining and improving this reputation requires that all employees of an organization work together towards common goals hence improving their relationship with customers. Integration of Agile CRM with StoryChief ensures this by ensuring that all employees are on same page when it comes to meeting organizational goals thus improving their relationship with customers. When they work together towards common goals they have better communication amongst themselves which results in maintaining a good relationship with customers.

    The process to integrate Agile CRM and StoryChief 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.