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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

Select Any App to connect with Agile CRM

Agile CRM

Agile CRM

Docsumo

Docsumo

Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.

docsify

docsify

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

DNA Behavior

DNA Behavior

DNA Behavior is a behavioral science technology used to uncover how each individual approaches work, life, decisions, and money.

Digimind Social

Digimind Social

Digimind is a web and social media listening platform that helps you track consumer insights, competitors, and market trends.

devicemagic

devicemagic

Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.

databox

databox

Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.

cufinder

cufinder

CUFinder is an all-in-one B2B sales intelligence platform with tools to help you prospect, enrich, and drive more revenue.

Cube USA

Cube USA

Cube is comprehensive business management software for the building automation controls (BAC) industry. Developed by controls contractors for controls contractors, Cube reduces paperwork and costs while streamlining efficiency and boosting revenue.

CSG Forte Payments

CSG Forte Payments

CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.

craftboxx

craftboxx

Craftboxx is a tool that brings together planning and documentation, time tracking, and real-time problem solving for construction sites.

Corpay One

Corpay One

Corpay One is the leading bill pay solution for small-and-medium-sized businesses. Automate your accounts payable tasks like payments, approvals, document scanning and reconciliation with one easy to use solution.

copperx

copperx

Copperx is a blockchain payment gateway to accept crypto payments, recurring billing, invoices, and more to streamline payments.

Actions and Triggers

When this happensTriggers

New Contact

New Contact

Triggers when a new contact is created in agile crm

New Deal

New Deal

Triggers when a new deal is created

New Task

New Task

Triggers when a task is created.

Request a new trigger

Do thisActions

List All  Contacts

List All Contacts

Retrieves the list of all contacts

List All  Companies

List All Companies

Retrieves the list of all companies

List All Events

List All Events

Retrieves the list of all events

List All Deals

List All Deals

Retrieves the list of all deals

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Tracks

List All Tracks

Retrieves the list of al tracks

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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