Agile CRM

Agile CRM integration

Agile CRM is a Customer Relationship Management (CRM) software used worldwide by many companies. It’s used for automation, sales, marketing while storing customer data that can be used for various campaigns. Agile CRM provides business intelligence and helps sales reps with processes.

What is Agile CRM?

Agile CRM is a comprehensive Customer Relationship Management platform that enables businesses to store important data and automate sales and marketing processes. With its powerful features, Agile CRM helps companies streamline their operations and improve customer relationships across the board.

How can you use it?

There are many actions and triggers available in this integration. Get notifications in your dashboard whenever a new case, deal, ticket, event, task, contact or customer is created in Agile CRM. You can also keep track of tags and deal milestones.

Besides keeping track of these actions, you can perform them manually within LiveAgent. Create new contacts, add to campaigns, add notes, create companies, add customers to groups, add tags or create conversations.

Available actions and triggers:

• Get notified about new cases in Agile CRM
• Get notified about new deals in Agile CRM
• Get notified about new tickets in Agile CRM
• Get notified about new events in Agile CRM
• Get notified about new tasks in Agile CRM
• Get notified about new contacts in Agile CRM
• Get notified about new customers in Agile CRM
• Create new contacts in Agile CRM
• Add contacts to campaigns
• Add notes to contacts
• Create companies
• Add customers to groups
• Add tags to contacts
• Create conversations

Benefits

• Get notified about Agile CRM in your LiveAgent dashboard - Receive instant notifications whenever important events occur in Agile CRM
• Get tasks and work done without switching software - Manage your Agile CRM tasks directly from LiveAgent
• Increase your workflow - Streamline your processes and boost productivity by integrating both platforms