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WHMCS + Agile CRM Integrations

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

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

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 WHMCS and Agile CRM Integrations

  • WHMCS MailChimp

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

    Agile CRM + MailChimp

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

    Agile CRM + Gmail

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

    Agile CRM + Slack

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

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

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

    Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • 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 WHMCS & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate WHMCS 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 WHMCS and Agile CRM

WHMCS is a comprehensive billing application that provides a spution for the online billing needs of businesses. It can be used to create and send invoices, track payments, send reminders, and more. The platform is flexible enough to cater to the user's needs. It comes with pre-built templates and you can also create your own. The application is also integrated with multiple payment gateways.

Agile CRM is an all-in-one business software spution that can be used to manage customer data, sales, marketing, and support activities. It comes with pre-built modules that you can customize as per your needs. It also has powerful reporting features and a management dashboard that will let you track all your data from one place.

  • Integration of WHMCS and Agile CRM:
  • The two platforms integrate seamlessly with each other, allowing businesses to centralize their customer data in one place.

    WHMCS is a feature-rich billing application that comes with pre-built templates and integrations with many third-party applications. It can easily be integrated with Agile CRM, which is also a feature-rich customer relationship management spution. The integration allows users to access all information about their customers from one place. This includes information like past orders, current subscriptions, product details, payment history, and more.

    Integration between WHMCS and Agile CRM makes it easier for businesses to complete recurring tasks like sending reminders to customers who are due for renewals. With such integrations, businesses can focus more on improving their overall operations instead of wasting resources on repetitive tasks.

  • Benefits of Integration of WHMCS and Agile CRM:
  • Integration between WHMCS and Agile CRM helps businesses manage customer data efficiently. It also lets users leverage the strengths of both platforms. For example:

    With the integration of WHMCS and Agile CRM, businesses can avoid making spreadsheets that contain customer information like addresses, credit card details, and more. This ensures that customer data remains secure and is not accessible to unauthorized personnel.

    Integration between the two software platforms helps reduce errors in data entry. For example, if there are changes in the invoice number or price, it will automatically be reflected in Agile CRM. Therefore, you can avoid making duplicate entries in both platforms simultaneously.

    It is very easy to generate invoices using WHMCS on Agile CRM. This also saves time because you do not have to log into separate applications to generate an invoice or view details about your customers.

    In this article, we discussed how businesses can integrate WHMCS and Agile CRM to manage their billing and customer data efficiently. We also looked at the benefits of integrating the two platforms.

    The process to integrate WHMCS 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.