Connect ShopBase and Agile CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
new product is added
Choose an Action
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
Ready to use ShopBase and Agile CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new product is added
runs when new product is added
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
Do thisActions
Action is the task that follows automatically within your ShopBase integrations.
Create Product
Create a new product with title, images, options, and variants.
Create Product Variant
Create a product variant with option values, price, SKU, and image.
Add Product Image
Upload an image to a product and optionally set it as the main image.
Update Product
Update a product's title and add one or more images.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
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Frequently Asked Questions
To start, connect both your ShopBase and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how ShopBase data is recorded in Agile CRM. This includes choosing which data fields go into which fields of Agile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ShopBase and Agile CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ShopBase and Agile CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
Learn MoreAbout 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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