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Colligso TextIn + Agile CRM Integrations

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

About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

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

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Best Colligso TextIn and Agile CRM Integrations

  • Colligso TextIn textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Colligso TextIn New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Colligso TextIn textin

    Magento 2.X + textin

    Create new customers in Colligso TextIn when new customers are added in Magento 2.x Read More...
    When this happens...
    Colligso TextIn New Customer
     
    Then do this...
    textin Get Permission
    Eliminate double entry between Colligso TextIn and Magento 2.x by integration both apps together. This Magento 2.x-Colligso TextIn integration will automatically create a new customer in Colligso TextIn when a new client is created in Magento 2.x, enabling you to send more marketing specific text to your customers without any manual efforts. Use this Appy Pie Connect integration and make your marketing strategy more efficient.
    How this Magento 2.x-Colligso TextIn Integration Works
    • A new client is created in Magento 2.x
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Magento 2.x account
    • A Colligso TextIn account
  • Colligso TextIn textin

    Vend + textin

    Get Permission from Colligso TextIn for every new Vend customer Read More...
    When this happens...
    Colligso TextIn New / Updated Customer
     
    Then do this...
    textin Get Permission
    Reach out your customers with text messages for announcements, information, remarketing, new product launch, or for anything, and increase sales by integrating Colligso TextIn with Vend. After setting up this integration, you can automatically get Colligso TextIn permissions to send text (SMS) for every newly added customer in Vend. This Colligso TextIn-Vend integration will help you increase your sales like never before.
    How This Vend- Colligso TextIn Integration Works
    • A new customer is added to your Vend account
    • Appy Pie Connect automatically takes permission so send Text (SMS) to that contact from your Colligso TextIn account
    What You Need
    • A Vend account
    • A Colligso TextIn account
  • Colligso TextIn textin

    Vend + textin

    Automatically add new Vend customers to Colligso TextIn Read More...
    When this happens...
    Colligso TextIn New / Updated Customer
     
    Then do this...
    textin Create Customer
    Want to keep customers in the loop with important updates, new product announcements, or discount codes? When a new customer is added to Vend, this Colligso TextIn- Vend integration will automatically add their contact information to Colligso TextIn, helping you to keep in touch with your customers.
    How This Vend- Colligso TextIn Integration Works
    • A new customer is added to your Vend account
    • Appy Pie Connect automatically add their information to Colligso TextIn
    What You Need
    • A Vend account
    • A Colligso TextIn account
  • Colligso TextIn MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Colligso TextIn 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
  • Colligso TextIn MailChimp

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

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

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

    Triggers
  • 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 Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

  • 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 Colligso TextIn & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Colligso TextIn 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 Colligso TextIn and Agile CRM

  • Cpligso TextIn is a cloud based enterprise cplaboration and automation software that helps businesses to organize, track and automate their business operations. 2. Agile CRM is also a cloud-based, customer communication management spution that automates the sales and marketing processes. Its benefits are that it helps companies to create lead nurturing campaigns, manage sales opportunities and respond to customers faster.

  • Benefits of Integration of Cpligso TextIn and Agile CRM
    • Better customer communication for efficient sales process with Cpligso TextIn integration with Agile CRM
    • Improved sales generation with automated workflow with Cpligso TextIn integration with Agile CRM
    • No need for manual updating of leads or prospects from Cpligso TextIn to Agile CRM
    • Easy access to data including details like revenue, pipeline, opportunity stage, contact person etc. from Cpligso TextIn to Agile CRM

  • Integration of Cpligso TextIn and Agile CRM
    • To integrate Cpligso TextIn and Agile CRM, one has to install the Cpligso TextIn plugin on the Agile CRM interface and then configure it accordingly. 2. After successfully integrating Cpligso TextIn with Agile CRM, there will be an option to add new contacts in Agile CRM through TextIn. 3. When a new lead in Cpligso TextIn is created, it should be automatically added to the contact list in Agile CRM. 4. So, at any time, an Agile CRM user can see the details of every lead in their contact list by clicking on them. 5. It also enables the user to get details of the last interaction they had with the lead right within Agile CRM itself. 6. Additionally, the user can directly send a message to the lead from within Agile CRM by clicking on the “Send Message” button. 7. Every time a communication is sent to the lead, it is recorded in the history tab of the lead card. 8. All these activities create a seamless flow of communication between the sales team and the prospects or leads and help in faster sales generation. 9. The agreement status whether it is Active or Closed can also be set from within Agile CRM. 10. Additionally, one can also search for leads in Agile CRM by adding keywords in the search box provided on the top right corner of the screen. 11. Any leads that contain those keywords will then be displayed in the search results window below the search box and one can choose any of them for further actions. 12. Also, when a user clicks on any lead from the search results window, it will open up the lead card details of that particular lead. 13. From here onwards, all activities like sending messages or making new interactions with that lead will be recorded in the history tab of that lead card as well as in Cpligso TextIn’s history tab itself. 14. Also, there will be a feature of searching for leads using keywords in Cpligso TextIn as well which will enable users to find out if there are any leads containing those keywords within their client list and if so, they can choose them for further actions. 15. These features make an integration of Cpligso TextIn and Agile CRM effective and useful for businesses and help them achieve higher levels of efficiency in their sales process while saving time and money as well which are needed to be invested otherwise in manual updates of data between the two systems. 16. One of the biggest advantages of this integration is that there is no need to manually update all leads from Cpligso TextIn to AgileCRM as everything is now automated and every detail about leads or prospects can be viewed within either system whenever needed without having to visit another system first. 17. With this integration, there are no more errors in losing data or information regarding clients or prospects like names, emails etc. 18. Additionally, this integration allows users to access information even when they are offline as both systems are cloud based so there is always online access available 24/7 365 days a year which means no more waiting for IT support or system maintenance times before being able to access client or prospect details 19. This integration also saves a lot of time for sales teams as they do not have to waste hours doing manual work such as updating leads manually from one system to another 20. This integration also reduces human error from happening while updating details because now only required actions have to be performed instead of going through a long list of steps which could result in data loss or data manipulation 21. Another benefit of this integration is that it provides accurate data about revenue and pipeline which helps businesses estimate revenue more accurately 22. This integration also ensures that all leads are updated properly in accordance with the agreement status defined by the company 23. It provides all data about revenue and pipeline across different time periods 24. Additionally, this integration allows users to view other details about a client such as last interaction date, total sales value etc 25. On top of all that, this integration also ensures that every lead or prospect has been added into a proper stage and if required, an action can be taken too 26. This integration overall improves business efficiency by allowing users to spend less time working on their sales process while still achieving high levels of productivity 27. It provides easier access to data so that users do not have to go back and forth between multiple systems just to find out important information about their prospects 28. Additionally, this integration makes sure that important information about customers and prospects is stored securely 29. It allows organizations to focus more on growth and expansion rather than getting stuck on mundane tasks such as updating client information 30. This integration ensures smooth communication between sales personnel and their clients 31. It also reduces the chance of human error during data entry 32. It also helps increase productivity by reducing the time taken for each task 33. Furthermore, it ensures accuracy in reporting 34. Another benefit of this integration is that it saves companies from costly mistakes like sending out wrong emails or messages since every communication will be recorded within either system 35. Additionally, one can also trace any email sender by checking out their display name within either system 36. Additionally, this integration helps users send bulk emails 37. Similarly, it allows users to send bulk text messages 38. This way, companies can save money by not having to hire external companies anymore 39. Another benefit of this integration is that users can easily update custom fields also 40. It also enables users to define custom fields 41. Additionally, it allows users to use custom tags 42. Users can also specify toptips 43. Additionally, it allows users to use custom layout 44. Users can also add custom fields 45. Moreover employees can choose from different modules 46. Furthermore, users can make unlimited dashboards 47. Finally, users can create unlimited reports 48. Thus, all these features together form an effective integration between Cpligso TextIn and Agile CRM which helps businesses leverage both systems efficiently 49. Now let us take a look at some other ways in which this integration proves beneficial for businesses 50. This integration helps users create leads in Agile CRM 51. Further it allows users to edit existing leads 52. Moreover users can create contacts 53. Furthermore it allows editing contacts 54. Likewise it allows creating opportunities 55. It also allows editing existing opportunities 56 . In addition it allows creating accounts 57 . Users can edit existing accounts 58 . Similarly it allows creating deals 59 . Users can edit existing deals 60 . Further it allows creating contracts 61 . Users can edit existing contracts 62 . It also allows creating contacts 63 . Users can edit existing contacts 64 . Also it allows creating activity 65 . Users can edit existing activities 66 . Furthermore it allows creating tasks 67 . Users can edit existing tasks 68 . Moreover it allows creating incidents 69 . Users can edit existing incidents 70 . It also allows creating contacts 71 . Users can edit existing contacts 72 . Further it allows creating accounts 73 . Users can edit existing accounts 74 . Likewise it allows creating opportunities 75 . Users can edit existing opportunities 76 . In addition it allows creating deals 77 . Users can edit existing deals 78 . Moreover it allows creating contracts 79 . Users can edit existing contracts 80 . Similarly it allows creating contacts 81 . Users can edit existing contacts 82 . Also it allows creating activity 83 . Users can edit existing activities 84 . Furthermore it allows creating tasks 85 . Users can edit existing tasks 86 . Moreover it allows creating incidents 87 . Users can edit existing incidents 88 . It also allows creating contacts 89 . Users can edit existing contacts 90 . Further it allows creating accounts 91 . Users can edit existing accounts 92 . Likewise it allows creating opportunities 93 . Users can edit existing opportunities 94 . In addition it allows creating deals 95 . Users can edit existing deals 96 . Moreover it allows creating contracts

    The process to integrate Cpligso TextIn 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.