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Agile CRM + WHMCS Integrations

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

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 WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best Agile CRM and WHMCS 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

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Agile CRM + WHMCS in easier way

It's easy to connect Agile CRM + WHMCS 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 Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

    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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Agile CRM & WHMCS 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 WHMCS as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate WHMCS 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 WHMCS

Agile CRM is a software solution for businesses to manage customer relationships. It is a web-based, cloud-based application used to streamline and automate the sales, marketing, support, and customer service functions of a business. As Agile CRM is a cloud-based solution, it scales easily and provides data from anywhere in real time.Agile CRM is integrated with WHMCS, which is a billing system for hosting providers. It offers features like online payments, credit card processing, recurring billing, and more. WHMCS helps companies to increase their revenue by providing functionality to sell hosting packages.WHMCS was founded in 2004 by Tjerk Van Der Knijff and currently has offices in the US and Europe. The software has been translated into more than 20 languages.WHMCS recently launched version 10 of its software. It features a new user interface and dashboard and first integration of Agile CRM with WHMCS.I. Features of Agile CRM:

  • Agile CRM allows you to keep track of all your customer information such as contact details, purchases, invoices and much more at one place. It also keeps track of leads, opportunities, and quotes.
  • Agile CRM helps you to view reports about sales of different products, amount of money spent on advertisement, top customers, and much more.
  • Agile CRM can integrate with third party payment gateway like PayPal, Authorize.net, Payza, Stripe, 2Checkout and much more.
  • Agile CRM helps you to create workflows of your business processes and then you can automate them to save your time and energy.
  • Agile CRM allows you to connect social networking sites like Facebook, Twitter, LinkedIn and other sites to your website so that you can easily receive feedback from customers or leads.
  • Agile CRM allows you to send automated emails with links to help you drive traffic to your website or generate leads.
  • Agile CRM allows you to do self-service customer support by creating knowledge base articles and FAQs easily. You can also set up email ticketing for customer support.
  • Agile CRM allows you to create a free trial for your services or products before charging the customer. This will help you to promote your business without spending any money on advertisement.
  • Agile CRM allows you to accept payments online through PayPal, Credit Cards and other payment gateways without any hassle of setting up merchant accounts or credit card terminals.
  • Agile CRM allows you to send customized newsletters and email campaigns to your clients or customers so that they can stay updated with your new products or services.
  • Agile CRM allows you to track the performance of different channels like social media, affiliate marketing, email marketing etc by tracking conversation rate, conversion rate, sales etc.
  • Agile CRM allows you to define different roles in your company such as Sales Representatives, Marketing Executive, Product Manager etc. You can assign tasks to these roles so that each person in the company can work on their tasks efficiently.

M. Agile CRM allows you to add custom fields of different types like textbox, dropdown, checkbox etc for each entity like account, contact, lead etc. You can also add custom fields for different modules like Opportunities, Products etc. This feature enables you to keep track of all information about an entity at one place rather than going through different modules like Leads, Accounts etc.II. Features of WHMCS:

  • WHMCS offers automatic backups of every single change done by the customer using WHMCS. This backup feature is available for the following modules. Client Area (includes Customer Portal), Billing/CMS (includes Control Panel), Subscriptions (includes Domain Manager), Reseller Center (includes WHMCS API. These automatic backups are stored in the WHMCS Cloud Storage facility which is secured by 256 bit encryption keys. This feature protects all data from any kind of loss due to any issues or technical errors.
  • WHMCS offers a fully customizable dashboard which includes widgets for eCommerce, Payment Gateways, support tickets, financial reports etc which displays information about the company's performance. The dashboard can be modified according to the business structure or needs of each company or business organization.
  • WHMCS offers online chat feature so that customers can easily communicate with support representatives without having to call on phone or send emails. This feature helps customers get solutions quickly and saves a lot of time for both companies and customers.
  • WHMCS offers ticketing system which allows businesses to resolve issues of their customers through various channels like phone calls, emails and messages on social media websites such as Facebook and Twitter etc. Customers can also log in to their accounts and view ticket history/details and monitor status of their tickets through this feature.
  • WHMCS offers a flexible pricing plan where companies can choose any plan according to their needs like Monthly Subscription Plan (costs $19 per month), Annual Subscription Plan ($159 per year. or Lifetime Subscription Plan ($400. There is also a custom pricing plan available for clients where they can choose any price range as per their requirements from $19 – $5999 per month depending upon their needs. This feature allows businesses to pay only for what they really need unlike many other software companies where they have to pay huge amounts even when they don't use full functionality provided by the software company. This feature makes it affordable for small businesses as well as big organizations where they can choose the right plan according to their budget rather than paying huge amount just because they choose the wrong plan initially which they were not aware of at that time.
  • WHMCS offers a feature called "WHMCS Connect" which allows companies to integrate with third party services like PayPal, Stripe etc so that customers can pay bills easily using those services instead of paying by credit cards or PayPal account balance which might result in cancellation of orders due to insufficient funds in such cases. So this feature enables businesses to accept payments through multiple sources hence increasing the number of buyers which also increases revenue for businesses in long run due to increased customer loyalty..

G. WHMCS offers an extensive knowledge base which contains articles related to hosting industry written by experienced people working in this industry along with articles related to WHMCS software features written by experts working for the software company itself. This knowledge base also includes articles written by clients using the software which helps other clients as well who are facing similar problems or trying to achieve similar goals through this software solution provided by the company itself saving them from searching extensively on internet for answers or solutions regarding their problems or questions related to this software solution offered by this company.WHMCS also has a forum where clients can ask questions related to WHMCS software or hosting industry in general so that experts working for the company or other users who already know how things work in hosting industry can help them solve their problems or doubts regarding hosting industry easily without having to waste their time searching extensively on internet for answers related to their questions. This forum also helps experts working for the company themselves because if they get more queries related to any particular topic while helping clients on forum then they can post articles related to that particular topic on knowledge base so that other clients can read those articles while searching about that particular topic on knowledge base rather than asking same question repeatedly hence saving time of both clients and experts working for this company improving customer experience while using this software solution offered by this company itself.III. How Integration between Agile CRM and WHMCS will Benefit both Companies?Agile CRM will benefit from integration with WHMCS because it will give them an option of integrating their cloud-based application with WHMCS billing system which will allow them to take payments from customers through various payment gateways rather than just credit cards or PayPal balance which might not be sufficient especially when orders are placed from far away countries where cost of transactions would result in insufficient amount in PayPal account hence resulting in cancellation of order/order being placed again by customer at later date when sufficient amount is added in his PayPal account due to which customer might lose trust on company's services/products offered thereby resulting in loss of revenue for company offering services/products due to decreased customer loyalty towards it's services/products..WHMCS will also benefit from integration between Agile CRM and WHMCS because it will allow them to sell hosting packages through Agile CRM having all features available in Agile CRM combined with features offered by WHMCS including integration with payment gateways so that payment gateway integration is not required separately thus reducing cost associated with it..WHMCS will also benefit from this integration because it will help

The process to integrate Agile CRM and WHMCS 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.