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Microsoft Exchange + Agile CRM Integrations

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

About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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 Microsoft Exchange and Agile CRM Integrations

  • Microsoft Exchange Microsoft Exchange

    BambooHR + Microsoft Exchange

    Add new BambooHR contacts to Microsoft Exchange as contacts Read More...
    When this happens...
    Microsoft Exchange New Employee
     
    Then do this...
    Microsoft Exchange Create Contact
    Integrate BambooHR with Microsoft Exchange and make your business process more efficient. This connect flow allows you to seamlessly sync up your employees in Microsoft Exchange with your employees in BambooHR, without any coding. After setting this integration up, whenever you add a new BambooHR user, Appy pie Connect will automatically create a matching user in Microsoft Exchange.
    How This BambooHR - Microsoft Exchange Integration Works
    • An employee is added to BambooHR
    • Appy Pie Connect adds that contact to Microsoft Exchange
    What You Need
    • BambooHR account
    • Microsoft Exchange account
  • Microsoft Exchange MailChimp

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

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

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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 Event

    Create Event

  • 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 Microsoft Exchange & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Exchange 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 Microsoft Exchange and Agile CRM

Microsoft Exchange is a messaging server developed by Microsoft. It is an application that helps to manage and keep track of the mails sent or received by a user. Exchange stores all your mails in the database and also it keeps track of all the attachments with the mail. It also helps you to connect your mail accounts to Windows Live, Hotmail, Yahoo, Gmail and AOL. Exchange also has features like availability alerts, spam blocking, flexible storage options, offline access, free email forwarding etc.

Agile CRM is a Customer Relationship Management (CRM. and sales force automation (SFA. spution offered by Microsoft. CRM sputions are used for storing customer data and information in one place. Agile CRM provides a web interface to view the customer data easily. The customer data is stored in the database of Agile CRM and can be accessed through a web interface or Outlook integration. Agile CRM also has features like lead assignment, opportunity management, forecasting, pipeline management etc.

Integration of Microsoft Exchange and Agile CRM

There are several ways to integrate Exchange Server with Agile CRM. One way is to use Agile CRM Outlook add-in. The Outlook add-in allows you to synchronize the Exchange Server contacts directly to the Agile CRM contact list. You can use Agile CRM Outlook add-in to create new tasks from the emails received on your mailbox. It also allows you to send emails from within Agile CRM.There is another way of integrating Agile CRM and Exchange server. You can configure the webmail client in your Exchange server using the IIS (Internet Information Services. This will allow you to use Agile CRM web client for reading the mail on Exchange server. Using this method you can also configure multiple web mail clients for Exchange server and each web mail client can be used for accessing different mailboxes on Exchange server. The web mail clients can be configured with different security credentials like domain credentials, windows credentials etc.

Benefits of Integration of Microsoft Exchange and Agile CRM

  • With integration between Exchange server and Agile CRM there will be better integration between Outlook and Agile CRM . The benefit of this integration is that it will help in improving productivity as most of the users use Outlook as their primary mail client.
  • The other benefit of integration of Exchange server and Agile CRM is that it will help in increasing productivity as you can access both the application from one place i.e., your desktop instead of having two different applications on your desktop which will make it difficult to switch between them. Another benefit is that it will reduce the cost of training as users will not require separate training for both the applications.

Integration of Microsoft Exchange and Agile CRM will help organizations to improve productivity as they will have a single interface for managing their customer data. It also helps in reducing cost and provides better integration between Outlook and Agile CRM.

The process to integrate Microsoft Exchange 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.