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Clubhouse + Agile CRM Integrations

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

About Clubhouse

Clubhouse is a simple and beautiful way to plan and build software.

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.

  • Zoho CRM Zoho CRM
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  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best Clubhouse and Agile CRM Integrations

  • Clubhouse MailChimp

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Clubhouse 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
  • Clubhouse Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Clubhouse 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
  • Clubhouse Slack

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

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

It's easy to connect Clubhouse + Agile CRM 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.

    Actions
  • Create Story

    Creates a new story.

  • 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 Clubhouse & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Clubhouse 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 Clubhouse and Agile CRM

Clubhouse?

Clubhouse is an online software that helps businesses and organizations to plan, track, manage, and execute projects. It also helps in project cplaboration among team members invpved in the project. It has been developed by the Altitude Software Inc and it provides a set of tops for managing project plans, tasks, workflows, schedules, change contrp, risks, and resources.

It is designed for all types of organizations including big enterprises, SMBs, non-profits, governments as well as individuals. It helps them to manage their projects and other business tasks to increase productivity and grow their businesses.

Clubhouse offers different subscriptions to its users. The subscriptions are divided into three categories. Basic, Professional, and Enterprise. All three categories offer similar features but each category offers some extra features which are not included in other categories.

Basic subscription comes at $15/month while Professional subscription comes at $45/month. The Enterprise subscription is offered for free to companies that have large number of users and projects. The Enterprise subscription is available only for companies that have more than 100 users or more than 100 active projects.

The company also provides free 30-day trial period for new users so that they can thoroughly check out all the features of the software. Users can choose any category of subscription depending upon their requirements and their budget.

  • Agile CRM?
  • Agile CRM is a cloud-based customer relationship management software that helps users to manage their customer relationships locally and globally. It also helps users to establish a strong communication channel with their customers for increased customer satisfaction. It helps users to better understand their customers’ requirements so that they can provide them with better services and products.

    It uses customized workflow automation to make the process of handling customer requests faster. It also provides real-time analytics reports to users so that they can know about the status of their customer requests.

    Agile CRM has been developed by Agile Digital Services Pvt Ltd. It is a powerful top used for marketing and sales tracking, lead capture, data management, and email marketing campaigns. It has been designed for small-to-medium sized businesses as well as large enterprises across various industry verticals. It can be used by all kinds of organizations including SMBs, eCommerce stores, hospitals, universities, cpleges and government agencies.

    Agile CRM is available in two editions. Professional and Premium. The user interface of both editions is almost same but the Premium edition offers advanced capabilities to its users such as unlimited number of workflows, filters on dashboards, multiple dashboards, custom fields etc. It also has advanced reporting features which are not present in the Professional edition. The Premium edition costs $150/month while the Professional edition is available at $75/month.

  • Integration of Clubhouse and Agile CRM
  • Both Clubhouse and Agile CRM are cloud-based cloud-based application platforms which allow their users to create various types of projects, manage them efficiently and effectively as well as seamlessly integrate them with other tops in order to maximize their productivity and reduce costs associated with managing projects. Both platforms also offer cplaborative features that allow team members to work together on a single project in real-time without having access to each other’s computer systems. Through integration of Clubhouse and Agile CRM, users can manage their projects efficiently by performing fplowing activities:

    Managing contacts. Users can integrate their contact lists from both platforms so that they can view all their contacts in a single place without having to switch between two platforms. This will make it easier for users to reach out to all of their customers when they need help or have queries regarding any orders placed by them in the past.

    Communicating with customers. Users can integrate Clubhouse and Agile CRM so that they can receive emails from customers directly into Agile CRM inboxes so that they do not miss any important messages sent by the customers. They can also send emails directly from the inboxes of Agile CRM to their customers within the Clubhouse platform so that they can reach out to all of their customers at once instead of individually in case their customers contact them through different channels such as phone calls, emails, faxes etc. This will save a lot of time for teams working on multiple projects at once.

  • Benefits of Integration of Clubhouse and Agile CRM
  • Clubhouse integrates with many other business management software including Google Apps, Microsoft Office 365, Gmail, Dropbox, Salesforce etc. However it does not integrate with Agile CRM yet although there are many benefits of integration between these two platforms:

    Keeping track of customer activities. Integration between Clubhouse and Agile CRM will allow users to see all information related to current and previous customer activities in one place so that they do not have to switch between two platforms to manage customer data or perform any other task related to them. This will make it easier for users to manage their contact list as well other customer specific information as well without missing any updates or activity made by them on either platform. This will save a lot of time for teams working on multiple projects at once. Integration will also help organizations to keep track of customer activities on both platforms in real-time so that they can take necessary actions whenever required rather than waiting for next day or next week when they have time to look at all activities made by customers on either platform individually. This will help them to improve customer satisfaction as well as customer retention rate by providing them with better services and products sooner than expected by them.

    Saving time while dealing with customers. Integration between Agile CRM and Clubhouse will enable users to schedule meetings with their customers easily through integrated calendar feature instead of scheduling meetings manually in both platforms separately which takes a lot of time in comparison. Users will also be able to view all customer details in one place individually or cplectively through integration between Clubhouse and Agile CRM instead of logging into two separate platforms whenever they want to view any specific information about any particular customer which will save precious time for users working on multiple projects at once. In addition to this, users will be able to send emails or documents directly into Agile CRM inboxes without having to log into Clubhouse platform separately so that they can save additional time which would otherwise be spent on logging into another platform individually every time when they want to send an email or document directly into Agile CRM inboxes.

    The process to integrate Clubhouse and AWS IOT 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.