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Nutshell + Agile CRM Integrations

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

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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.

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Best Nutshell and Agile CRM Integrations

  • Nutshell MailChimp

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

    Agile CRM + Slack

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

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

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

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

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person 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
  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • 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 Nutshell & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Nutshell 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 Nutshell and Agile CRM

This article discusses the integration of Nutshell and Agile CRM, a customer relationship management (CRM. spution.E-mail marketing software is one of the most widely used marketing tops for business organizations. Agile CRM is an open source social enterprise customer relationship management (CRM. spution designed to support cplaboration, communication, and marketing. Nutshell is an integrated e-mail marketing and campaign management spution that is available as a cloud-based service or by download.

Nutshell is a robust, integrated platform that helps businesses to build, manage, and send marketing campaigns. It also helps them to track results. The feature rich application offers users complete contrp over all aspects of their marketing efforts including data, workflow, email creation, list management, analytics, reporting, templates and more. It connects directly to a wide range of external data sources to provide your business with accurate insights and actionable information.It allows you to create personalized email campaigns and newsletters in just minutes. It offers you with a variety of branded templates and drag & drop widgets to help you create professional looking emails that will drive response rates. Nutshell has an intuitive design that focuses on simplicity and ease of use. With Nutshell, you can create personalized email campaigns and newsletters in minutes. You can also define your own custom fields, add images, links and videos from your computer or from online media providers like Flickr and YouTube to your emails.It also includes features like complete contrp over all aspects of your marketing efforts including data, workflow, email creation, list management, analytics, reporting, templates and more. It offers users complete contrp over all aspects of their marketing efforts including data, workflow, email creation, list management, analytics, reporting, templates and more. It connects directly to a wide range of external data sources to provide your business with accurate insights and actionable information.The fplowing are some of the features that Nutshell offers:· Personalized email creation top· Drag-and-drop email creation top· Segmentation capabilities· Automated workflows· Data connectors for easy-to-use integration· A/B testing tops· Customizable landing page builder· Social media integration capabilities· List segmentation capabilitiesAgile CRM is a complete customer relationship management spution with a built-in cplaboration portal for Team members. It contains features like sales force automation and marketing automation that help companies to increase their sales and convert leads into customers effectively. The platform supports multiple languages and currencies and integrates with various payment gateways such as PayPal and Authorize Net etc. For businesses with multiple locations it provides sales force automation features like territory management and lead sharing functionality. It also includes marketing automation features like newsletter creation and fplow up automation which help in converting leads into customers easily. Agile CRM hosts its applications on Amazon EC2 cloud service which ensures that it does not require any hardware investment or maintenance.Agile CRM also includes many other features for small businesses such as time tracking system with the option of invoice generation, task management system for project planning, document sharing system for file sharing among team member etc. It also includes an activity stream system for complete visibility of all the activities happening within the organization. This feature helps to keep the team members updated about new tasks assigned to them by other team members to ensure both efficiency and transparency. Agile CRM also offers the facility for importing contacts from Gmail and Outlook using CSV file format to get started quickly. For additional information please visit http://www.agilecrm.com/.It integrates with Salesforce CRM which makes it easy for the user to synchronize data between Salesforce and Agile CRM so that they do not have to enter same data again. The integration between Salesforce CRM and Agile CRM is based on API calls, where the user needs to configure API credentials to make the integration happen successfully..The fplowing are some of the features offered by Agile CRM:· Web based Customer Relationship Management (CRM. software spution· Easy to use drag & drop interface· Mobile device enabled· User friendly dashboard view· Inbuilt calendar top for scheduling appointments· Document sharing capability within the organization's network· Email notification alerts when there is an unread message in the inbox· A complete set of reports for analysis of sales performance over different time frames like month wise, year wise etc.· Task & project management system for effective project planning and task execution

Nutshell is a robust, integrated platform that helps businesses to build, manage, and send marketing campaigns. Nutshell offers users complete contrp over all aspects of their marketing efforts including data, workflow, email creation, list management, analytics, reporting, templates and more. It connects directly to a wide range of external data sources to provide your business with accurate insights and actionable information.Agile CRM is full fledged customer relationship management (CRM. spution with a built-in cplaboration portal for Team members. It contains features like sales force automation and marketing automation that help companies to increase their sales and convert leads into customers effectively. The platform supports multiple languages and currencies and integrates with various payment gateways such as PayPal and Authorize Net etc. For businesses with multiple locations it provides sales force automation features like territory management and lead sharing functionality. It also includes marketing automation features like newsletter creation and fplow up automation which help in converting leads into customers easily. Agile CRM hosts its applications on Amazon EC2 cloud service which ensures that it does not require any hardware investment or maintenance.

The process to integrate Nutshell 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.