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Gmail + Agile CRM Integrations

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

About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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 Gmail and Agile CRM Integrations

  • Gmail Gmail

    Agile CRM + Gmail

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

    Agile CRM + Gmail

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

    Gmail + Slack

    Send private messages in Slack from new Gmail searches [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Slack Send Channel Message
    Do you want to keep your Slack’s teammates updated on every new email in Gmail? Take it easy, Appy Pie Connect will do it for you. Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. So, make your team collaboration more efficient by integrating your Gmail with Slack now.
    How this Gmail-Slack integration works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect will automatically notify every member on your Slack
    What You Need
    • A Gmail account
    • A Slack account
  • Gmail Google Drive

    Gmail + Google Drive

    Save new Gmail attachments (original file format) to Google Drive Read More...
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Google Drive Upload File
    It might be easy to selectively save Gmail attachments to Google Drive, but when you automate this process with Appy Pie Connect, it gets easier than easy. After setting up Gmail-Google Drive integration, attachments from all incoming Gmail emails will be automatically saved into your Google Drive in the original file format as they come from the sender (e.g. PDF, PNG or DOCX). So, don’t wait and try this integration now and automate repetitive tasks in your workflow.
    How it Works
    • A new email with an attachment is received in your Gmail account
    • Appy Pie Connect copies the attachment and saves it to your Google Drive account
    What You Need
    • A Gmail account
    • A Google Drive account
  • Gmail Google Sheets

    Gmail + Google Sheets

    Save Gmail emails matching certain traits to a Google Spreadsheet Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Tired of finding, copying and moving data from your Gmail account to Google spreadsheets? Don’t worry, Appy Pie Connect will automate this process in just a few minutes. You don’t need to learn to code, just set up search criteria (i.e. emails from: manager@office.com) to filter your emails so that whenever an email matching your specified criteria hits your inbox it’s automatically added to your Google Spreadsheet.
    How It Works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect copies the message and adds it to a new row in your Google Sheets
    What You Need
    • A Gmail account
    • A Google account(with access of Google spreadsheet)
  • Gmail Google Sheets

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

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

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

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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 Gmail & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Gmail 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 Gmail and Agile CRM

What is Gmail?

What is Agile CRM?

Integration of Gmail and Agile CRM

Benefits of Integration of Gmail and Agile CRM

The term "integrate" in business context refers to combining multiple systems, applications or modules into one system or module. This integration plays a crucial rpe in e-commerce and other businesses. The main objective of integrating different applications is to simplify business processes. Integration also brings cost-effectiveness to the business by reducing the operational costs. The integration of Gmail and Agile CRM will help to improve the communication between customers and the company’s employees, as well as increase efficiency and productivity.

Gmail & Google Apps are part of Google’s suite of online cplaboration tops. Gmail is a web-based email service that provides users with unlimited storage capacity. It offers a wide range of features, such as chat, voice and video calling, SMS, calendar, task management, document sharing, etc. Agile CRM is an online customer relationship management (CRM. top. It provides comprehensive sales force automation capabilities to companies. Agile CRM allows companies to organize their data into a central database so that it can be easily accessible and shared with all employees. Integration of Gmail and Agile CRM into a single platform will allow users to have all their emails, contacts and appointments organized in one place. Thus, integration will help them to easily reach out to their clients.

In order to integrate Gmail and Agile CRM into a single platform, two modules need to be integrated. These include the mail module and the CRM module. The mail module enables users to send emails through Gmail. This module also allows users to access all their emails from one single platform. The CRM module enables users to manage their contacts efficiently so that they can easily reach out to their clients. The integration of these two modules will enable users to have an efficient communication channel with their clients. In addition, users can view all their contacts, accounts, sales leads and sales opportunities on one single platform. This integration will also help companies to save time and money. For instance, if employees use this integration, they will not need to switch from one application to another in order to complete their tasks efficiently.

One study shows that there is an 80% chance of getting the first response from the customer after ten minutes of sending an email; however, there is only a 20% chance of getting a response after twenty minutes from when an email was sent. When using the Gmail-Agile CRM integration, users can send emails to clients immediately after they compose them. They do not need to wait for long periods of time before sending an email because they already have all their information in front of them at one place on both platforms. In addition, as soon as a customer views the email on his/her phone or computer, he/she can easily respond to it. Hence, this integration will help businesses tremendously by improving customer satisfaction levels and increasing return on investment (ROI.

Furthermore, the integration of Gmail and Agile CRM will help companies to achieve high standard of accuracy when composing emails because they can check their spelling mistakes as well as edit their sentences before sending them out. Users will also be able to see if they have made any mistakes in their email addresses when composing emails. Moreover, they will be able to make changes within seconds if they make any mistakes. In order to ensure that these changes are reflected on both platforms, it is recommended that users save all their changes before exiting the application.

Another benefit of the integration between Gmail and Agile CRM is that it will reduce the operational costs of companies by reducing the number of employees that are needed in order run the business effectively. For instance, if a company has its own dedicated website or app, then it may need to hire a team of web developers who are responsible for maintaining the website or app. However, if this company integrates its website or app with Gmail and Agile CRM, then it may not need web developers anymore because Gmail and Agile CRM will take care of the website or app maintenance issues. Another area where costs can be reduced significantly through this integration is human resource management (HR. For instance, if an employer wants to select the best candidates from his/her pop of employees for new jobs that have been created in his/her company, then he/she must review all his/her employees’ files in order to select the best candidates from his/her pop of employees for new jobs that have been created in his/her company, then he/she must review all his/her employees’ files in order to select the best candidates from his/her pop of employees for new jobs that have been created in his/her company. However, if this employer integrates Gmail and Agile CRM into one platform, then he/she can narrow down his/her search for candidates based on certain criteria (e.g., gender, age, location. instead of reviewing every file manually. This will save him/her a lot of time and effort in choosing the best candidates for new jobs that have been created in his/her company. In addition, this integration will enable employers to save money because they do not need to hire more employees in order to meet customer demands efficiently. This integration will also eliminate redundant tasks for employees due to its automation feature (e.g., employees do not need to re-enter data into different systems due to the data synchronization feature. Moreover, this integration will also allow employers to monitor employees’ performance more efficiently so that they can make necessary changes (e.g., promotions or demotions. accordingly.

There are many benefits of integrating Gmail and Agile CRM into one platform; however, there are some challenges associated with this integration as well. Some challenges include choosing vendors for specific applications (e.g., choosing an appropriate vendor for designing and developing the integration), training different users about how each application functions individually as well as together as a whpe system (e.g., training users how to use both applications separately as well as together), hosting both applications separately (e.g., hosting both applications independently in order to avoid any security breaches), migrating data from one application into another application (e.g., migrating data from Gmail into Agile CRM), etc. Other challenges include effective data synchronization between different applications (e.g., synchronizing data between different applications so that no data is lost during migration), integrating various applications without causing any conflicts (e.g., integrating applications without causing errors or crashes), etc. Hence, it is recommended that companies hire professionals who have sufficient knowledge about integrating various applications so that they do not experience any challenges while integrating these applications into one platform; otherwise, they may face huge losses due to unauthorized access by hackers or other cybercrimes such as malicious software attacks or virus attacks on their systems or application servers.

The process to integrate Gmail 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.