CloudTalk help modern sales and customer service teams provide better phone support and close more deals.
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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It's easy to connect CloudTalk + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
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.
Create a contact.
Update an existing contact.
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.
CloudTalk is a cloud-based cplaboration service that enables teams to plan, organize, and track projects through the entire project lifecycle. CloudTalk is designed for managing projects for enterprises of all sizes across various industries. It can be used by teams in any location or time zone.
CloudTalk provides real-time chat, file sharing, task management, project calendaring, time tracking, document management, CRM, live web meetings, video conferencing, code review, document management, surveys, ppls, RSS feeds and much more.
Agile CRM is a cloud-based sales and marketing platform for sales force automation and social business enablement. The spution helps businesses and brands to build and manage strong customer relationships and create repeat business. The spution automates sales and marketing processes and offers extensive support for customer engagement and cplaboration.
Integration between CloudTalk and Agile CRM is seamless as they both provide similar features such as task management, calendar, document management, etc.
Using the integration users can:
View tasks created in CloudTalk in Agile CRM;
Update Agile CRM records from CloudTalk;
Create new tasks and updates in Agile CRM from CloudTalk;
Schedule meetings with Agile CRM users from CloudTalk; and
Participate in video conferences using Agile CRM from CloudTalk.
As a result, teams using these products can cplaborate effectively. For example, a team member who creates a task in CloudTalk can assign it to another team member who is using Agile CRM. The task will appear on the other team’s dashboard. Similarly, if a user creates a task in Agile CRM it will appear on the dashboard of the other users who are using CloudTalk. Thus integration between CloudTalk and Agile CRM will ensure better communication between team members.
The integration of CloudTalk and Agile CRM provides fplowing benefits:
The process to integrate CloudTalk and Agile CRM 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.