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Agile CRM + Xendit Integrations

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

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 Xendit

Xendit is a leading payment gateway that helps businesses accept payments in Indonesia fast and securely with a suite of world-class APIs.

Xendit Integrations
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Connect the apps you use everyday and find your productivity super-powers.

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Best Agile CRM and Xendit 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 + Xendit in easier way

It's easy to connect Agile CRM + Xendit 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 Invoice

    Trigger when new invoice 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 Account

    Creates an account.

  • Create Customer

    Create a new customer.

  • Create Disbursement

    Creates a disbursement.

  • Create Invoice

    Creates an Invoice.

  • Create Payout

    Creates a payout.

  • Create QR Code

    Creates QR Code.

How Agile CRM & Xendit 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 Xendit as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Xendit 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 Xendit

Agile CRM and Xendit are two of the most popular cloud-based solutions that provide a platform for managing customer interaction. The following article on Agile CRM and Xendit will discuss how they benefit each other by taking advantage of their integration.

    What is Agile CRM?

Agile CRM (AKA Workday. is a cloud-based solution that helps companies to manage customer interaction such as sales, marketing, customer service, and human resources.

It provides a single platform to store data that can be accessed from anywhere at any time. It is a cost-effective option compared to traditional solutions.

    What is Xendit?

Xendit is another cloud-based solution that offers a platform for managing sales activities and customer relationship. It allows companies to streamline sales activities such as lead management, pipeline management, forecasting, quote generation, and product catalog management.

It also provides an integrated solution for social media engagement to interact with customers in a convenient way. It allows companies to react quickly to changing market conditions and take advantage of opportunity before the competition does.

In this section, we’ll look at how Agile CRM and Xendit benefit each other through their integration.

Integration of Agile CRM and Xendit means that the two applications can share data stored in them. This helps in generating accurate reports on performance. Data can be shared between these two applications through APIs. APIs are interfaces that allow different applications to share data with one another. They help in building relationships between applications through information sharing.

Benefits of Integration of Agile CRM and Xendit

The following are some of the benefits of integration of Agile CRM and Xendit:

  • Reduction in maintenance cost

Maintenance cost can be reduced by integrating Agile CRM and Xendit because the number of systems that need to be maintained goes down. It also reduces the cost of installing and upgrading software as well as the cost of hiring system administrators.

  • Quicker detection of trends and patterns

Data on the past sales performance can be used to generate predictions about the future sales. An analysis of these predictions can help in identifying patterns and trends in sales performance. These patterns and trends can help in improving sales performance.

  • Faster response to changing market conditions

Analyzing data from previous sales performance makes it easier to identify changes in market conditions that can have a negative impact on the outcome of sales performance. Companies can take measures to counter these changes and improve sales before the competition does so. A simple example would be an increase in production costs due to an increase in commodity prices then companies can raise the price of their products to offset increased production costs resulting from higher commodity prices. Another example would be detection of early signs of a slowdown in the economy that may result in fewer sales which could be addressed by reducing spending on sales promotion or advertising resulting in lower operating costs. Facing competition from online retailers who offer free shipping may prompt a company to offer free shipping as well.

The process to integrate Agile CRM and Xendit 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.