Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
Salesforce + SlackGet Slack notifications for new Salesforce opportunities Read More...
It's easy to connect Salesforce + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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 a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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.
Salesforce is a cloud-based SaaS computing platform. It is a customer relationship management (CRM. software product. Salesforce was founded by Parker Harris, Dave Moellenhoff, and Christian Leydon. The company’s principal products are Sales Cloud (sales force automation), Service Cloud (customer service automation), and Marketing Cloud (marketing automation. These services are available on a subscription basis.
Agile CRM is the first CRM application built to support the principles of agile development. Agile CRM provides a complete set of tops to support the entire sales cycle with features like lead and contact management, opportunity management, account management and more. Plus, you can integrate Agile CRM with over 20 popular accounting systems like QuickBooks, Xero and NetSuite. You can access all of this information through any device, anytime and anywhere.
Salesforce has been often criticized for being too complex and hard to manage for smaller businesses. While it does have some complex features that make it great for enterprise users, there are also many simple features that make it easy to use for small and medium business users. Many business owners have come to rely on these simple features in order to run their business efficiently. This means that for those who are looking to switch to a new CRM software, they will find it hard to let go of their daily work habits because of how well Salesforce complements their business needs.
Agile CRM addresses this problem by providing an easy way to integrate Salesforce with Agile CRM. The benefit is that users who do not want to give up their daily habits can still use Salesforce and integrate it with Agile CRM so that they can get the best of both worlds. Users can now access all the data in Agile CRM and also be able to use Salesforce as they have always done previously. This provides users with the option to continue using Salesforce while gaining access to additional features in Agile CRM.
The benefits of integration of Salesforce and Agile CRM include:
The process to integrate Salesforce 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.