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Airtable + Agile CRM Integrations

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

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

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.

Agile CRM Integrations
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Best Airtable and Agile CRM Integrations

  • Airtable PDFMonkey

    Airtable + PDFMonkey

    Create a PDF document in PDFMonkey for every new Airtable record Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    PDFMonkey Generate Document
    Use Appy Pie Connect and integrate your PDFMonkey with Airtable. After setting this integration up, whenever a new record is added to your Airtable database, PDFMonkey will automatically generate a new PDF document. This PDFMonkey-Airtable integration will help you efficiently organize all your Airtable records. You can also apply a term for the Airtable record that you want to send to PDFMonkey.
    How This PDFMonkey- Airtable Integration Works
    • A new record added to your Airtable database
    • Appy Pie Connect automatically generates a PDF file.
    What You Need
    • A PDFMonkey account
    • An Airtable account
  • Airtable Trello

    Airtable + Trello

    Create Trello cards for new records in Airtable Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    Trello Create Card
    Airtable is the fastest way to create and manage spreadsheets and Trello is the easiest way to manage just about anything. Put them together and you have a powerful combo that makes it easy to conduct your business, grow your sales team, and reduce your repetitive work. After setting this Agendor-Trello integration up, Appy Pie Connect will automatically create a new card whenever you win a deal on Agendor.
    How It Works
    • A new record is found in Airtable
    • Appy Pie Connect automatically creates a new card in Trello
    Apps Involved
    • Airtable
    • Trello
  • Airtable Google Calendar

    Airtable + Google Calendar

    Create a detailed event in Google Calendar from new Airtable records Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    Google Calendar Create Detailed Event
    You can now create Google calendar events from within Airtable. Simply connect your Airtable and Google Calendar accounts, and you'll be able to schedule new events directly from records. Set this Airtable-Google Calendar integration, and Appy Pie Connect will automatically create a detailed event for every Airtable record. Try out this Connect today to save time on event management and let Appy Pie Connect do the heavy lifting for you.
    How This Integration Works
    • A new record is found in Airtable
    • Appy Pie Connect automatically creates a detailed event in Google Calendar
    Apps Involved
    • Airtable
    • Google Calendar
  • Airtable Todoist

    Airtable + Todoist

    Add a task in Todoist on a new record in Airtable Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    Todoist Create Task
    if you’re using Airtable and Todoist together, this integration can streamline your workflow in two powerful ways: It automatically creates a task in Todoist for each new record in Airtable. This can save you hours of work as you don’t have to manually add tasks to your Todoist project. After setting this Airtable-Todoist integration up, Appy Pie Connect will automatically create tasks in Todoist whenever new records are added to Airtable.
    How This Airtable-Todoist Integration Works
    • A new record is added in Airtable
    • Appy Pie Connect automatically creates a task in Todoist
    What You Need
    • Airtable
    • Todoist
  • Airtable Airtable

    Canny + Airtable

    Create a new record in Airtable for new Canny comment Read More...
    When this happens...
    Airtable New Comment
     
    Then do this...
    Airtable Create Record
    Everyone knows that customer feedback is crucial. But it’s hard for teams to collect and process it all, especially from multiple channels. With this Appy Pie Connect integration, adding new comments as records in Airtable helps your company track and respond to any customer interaction in one central place.
    How This Canny-Airable Integration Works
    • A user comments on a post in Canny
    • Appy Pie Connect creates a record in Airtable
    What You Need
    • Canny account
    • Airtable account
  • Airtable Airtable

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

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

It's easy to connect Airtable + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • 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.

    Actions
  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

  • 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.

How Airtable & Agile CRM Integrations Work

  1. Step 1: Choose Airtable as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Airtable with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Agile CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Agile CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Airtable and Agile CRM

Airtable is a web-based spreadsheet and database system designed for business, engineering, and other enterprises. Airtable allows you to create and manage relationships between related records stored in separate tables. It also allows you to specify how your data is displayed and updated.Airtable is not just a spreadsheet, it is a platform that allows you to build applications on top of the platform. With Airtable’s API you can create powerful integrations with third party applications. It works with nearly all programming languages, so you can build apps using any technology stack. Node.js, Ruby, Python, Java, PHP, or in the browser with either AngularJS or ReactJS. Many apps built by Airtable users are available on the Airtable App Store.Airtable also has an app for iPhone and iPad. You can also access it from a web browser on any phone, tablet or computer.Airtable was founded in 2013 by CTO and co-founder, CEO Christian Deissler, who previously established the first version of Salesforce CRM, which went public in 2004 and is now one of the most successful SaaS businesses in the world.Airtable provides two different types of accounts. Basic and Professional. The Basic account is free and the Professional account costs $10 per month.Agile CRM is a cloud-based CRM solution that addresses the needs of small and medium-sized businesses with up to 10 employees. Agile CRM is designed to allow you to track contacts, leads, opportunities, products, sales pipelines, marketing campaigns, appointments and much more using an intuitive interface.Agile CRM is accessible from any device via their mobile app or website. It can be installed on your own servers, but if you choose this option you will need to pay for each user at $15 per month (or $150 per year.

    Integration of Airtable and Agile CRM

One of the most exciting things that can be done with Airtable and Agile CRM is the integration of these two platforms into one system. This integration allows you to combine the power of a cloud based database with the ease and flexibility of spreadsheets. When integrating these two platforms it is important to remember that spreadsheets have a very simple data structure. rows and columns whereas databases generally have a more complex structure. Data coming from a spreadsheet will always have to be treated differently than the way data coming from a database would be treated. The two systems also have different ways of storing data. So how do we get data from Agile CRM into Airtable? One of the best ways to do this is to use Zapier.An example of an integration between these two platforms would be creating a spreadsheet in Airtable that displays all of your leads. For each lead in the spreadsheet, there will be a new row added in Agile CRM with some important information about the lead already populated into the row.Another example would be creating a spreadsheet in Airtable that contains notes about each contact including phone numbers, emails, company names etc. This could then be integrated with Agile CRM by creating one row for every contact that includes some basic information about the contact as well as notes entered into the row from Airtable.The integration possibilities are endless! B. Benefits of Integration of Airtable and Agile CRM There are many benefits to integrating these two platforms. Some of these benefits include. • Improved productivity • Enhanced communication • Enhanced customer service • Improved visibility • Increased sales • Faster reporting • Better forecasting There are many more benefits associated with this integration but I think that these should give you an idea of what is possible when integrating these two platforms. Agile CRM and Airtable are both fantastic products that can help any business succeed when used together properly. By integrating them together you can create powerful applications that allow you to communicate better and more efficiently with your customers while improving your internal communication as well.

The process to integrate Airtable and Agile CRM 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.