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Agile CRM

Agile CRM

Create integrations between Agile CRM and your favorite App

Create effective Agile CRM automations in minutes by using pre-made templates that are customized for your needs

Actions and Triggers

When this happensTriggers

Agile CRM

New Contact

Triggers when a new contact is created in agile crm

Agile CRM

New Deal

Triggers when a new deal is created

Agile CRM

New Task

Triggers when a task is created

Do thisActions

Agile CRM

List All Companies

Retrieves the list of all companies

Agile CRM

List All Events

Retrieves the list of all events

Agile CRM

List All Deals

Retrieves the list of all deals

Agile CRM

List All Campaigns

Retrieves the list of all campaigns

Agile CRM

List All Tracks

Retrieves the list of al tracks

Agile CRM

List All Tickets Filter

Retrieves the list of all tickets filter.

Real-World Use Cases of Agile CRM Integrations

See how Agile CRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate agilecrm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and agilecrm databases.
  • Integrate agilecrm with MySQL to automatically sync records, facilitating seamless data exchange between agilecrm and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Agile CRM

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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