Nozbe is an online to-do list style project management tool for your team.
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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It's easy to connect nozbe + Agile CRM without coding knowledge. Start creating your own business flow.
Triggered when a new category is added
Triggered when a new project is created
Triggered when a new task is created
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create new project
To create a new task into a project.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Nozbe is a cloud-based task manager and project management system that allows users to keep track of tasks, share ideas, and stay on top of projects. It provides an overview of projects, upcoming tasks, and due dates. Users can create different projects for different groups and subgroups. They can also set reminders and due dates for tasks.
Nozbe allows users to track and organize tasks using the fplowing tops:
Tasks (time-based or recurring)
Projects (with subgroups)
Quick notes (unlimited)
Calendar (sharing only, not time-based)
Task lists (can be shared with others)
Comments (on specific tasks)
Nozbe requires that users sign up for a free account at http://www.nozbe.com/signup.html after which they can cplaborate on projects through an online calendar, task list, or through quick notes.
Agile CRM is an application for sales professionals that provides them with a way to keep track of prospects and leads, as well as manage customer relationships. It allows users to create individual profiles for prospects and leads. Through these profiles, they can view activities such as phone calls, emails, meetings, etc. Full contact details are available in case users want to reach out to customers directly. Users can also create opportunities that they can then attach to a customer profile. These opportunities enable users to monitor the progress of sales campaigns. Users can also create tasks for themselves related to activities with a specific customer or prospect. They can create call logs that include meetings and phone calls, as well as emails between them and their customers. Agile CRM also allows users to view reports about their performance over time. In addition, it offers dashboards that allow users to see all their data in one place. Users can download historical data from previous years and months so they can better analyze their performance over time. Other features include:
Data import/export capabilities
Contact importer top
Data cleansing tops
Task boards for team cplaboration
The process to integrate nozbe 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.