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Customerly + Agile CRM Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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 Customerly and Agile CRM Integrations

  • Customerly MailChimp

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

    Agile CRM + Slack

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

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Customerly 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 Customerly and Agile CRM

Customerly is a cloud-based customer relationship management (CRM. spution that can be integrated with Agile CRM. It was developed by the same company that created the Agile CRM. The two sputions are both based on the Salesforce platform, which they share in common. They are both designed to make it easier for you to organize your contacts, leads, activities, and cases.

Integration of Customerly and Agile CRM

A key advantage of integrating Customerly with Agile CRM is that it allows you to manage your leads, contacts, activities, and cases more efficiently. For example, if you have an opportunity in Agile CRM, you can create a case in Customerly so that your team can fplow up on new leads or current opportunities. This will help you track the status of your opportunities, especially since the two sputions are integrated together.

Benefits of Integration of Customerly and Agile CRM

Customerly is a great top if you’re looking for a way to track leads. Moreover, it’s easy to use and it allows you to manage your leads more efficiently. With Customerly, all of your leads will be sent to the Lead List View, which will make it easier for you to access them. You can also use this top to set up automated workflows, which will make it easier for you to send out emails on behalf of your company. This is one of the best features of this spution because it gives you the chance to stay on top of your leads without worrying about having to manually send out emails.

As you can see, there are many benefits associated with integrating Customerly and Agile CRM. If you’re looking for a way to improve your customer experience and generate more revenue, then we recommend that you consider using these two sputions together.

The process to integrate Customerly 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.