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CloudTalk + Agile CRM Integrations

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

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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
Agile CRM Alternatives

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

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Best CloudTalk and Agile CRM Integrations

  • CloudTalk Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls Read More...
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • CloudTalk Slack

    CloudTalk + Slack

    Send Slack messages when CloudTalk calls are missed Read More...
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Slack Send Channel Message
    Do you ever miss out on a CloudTalk call because you are not at your desk? Appy Pie Connect can make sure you never miss out again! With this integration, as soon as someone on your CloudTalk team misses a call Appy Pie Connect will send a Slack message to let them know. All they have to do is click the message and join the call from their computer or smartphone.
    How This CloudTalk-Slack Integration Works
    • When you missed a call in CloudTalk
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • CloudTalk account
    • Slack account
  • CloudTalk MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    CloudTalk 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
  • CloudTalk Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    CloudTalk 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
  • CloudTalk MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    CloudTalk 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
  • CloudTalk MailChimp

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

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

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

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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 Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate CloudTalk 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 CloudTalk and Agile CRM

CloudTalk

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

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 of CloudTalk and Agile CRM

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.

Benefits of Integration of CloudTalk and Agile CRM

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.