Agile CRM + Agendor Integration

Connect Agile CRM to Agendor - Automate your workflows in 1-click

Make use of Agile CRM and Agendor automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Agile CRM & Agendor using Integrately.
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Agile CRM + Agendor Integration

Create Agendor contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Agendor integration, anytime a new Agile CRM contact is created, an Agendor contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Agile CRM + Agendor Integration

Create Agendor task for new Agile CRM contact

In Agile CRM, when you create a contact, it automatically creates a task in Agendor for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Agile CRM + Agendor Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation whenever a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation whenever a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation whenever a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation whenever a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation whenever a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation whenever a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation whenever a new case is created

  • Agendor
    Person is created in Agendor

    Triggers the automation whenever a new person is created

    Instant
  • Agendor
    Person is updated in Agendor

    Triggers the automation whenever a person's profile is updated

    Instant
  • Agendor
    Deal is won in Agendor

    Triggers the automation whenever a deal is won

    Instant
  • Agendor
    Deal stage is changed in Agendor

    Triggers the automation whenever a deal stage is changed

    Instant
  • Agendor
    Deal is updated in Agendor

    Triggers the automation whenever a deal is updated

    Instant
  • Agendor
    Deal is created in Agendor

    Triggers the automation whenever a deal is created

    Instant
  • Agendor
    Deal is lost in Agendor

    Triggers the automation whenever a deal is lost

    Instant
  • Agendor
    Task is created in Agendor

    Triggers the automation whenever a new task is created

    Instant
  • Agendor
    Organization is created in Agendor

    Triggers the automation whenever a new organization is created

    Instant
  • Agendor
    Organization is updated in Agendor

    Triggers the automation whenever any organization's profile is modified

    Instant
2.
  • Agile CRM
    Create contact in Agile CRM

    Automatically adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Automatically updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Automatically assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Automatically assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Automatically generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Automatically creates a new task

  • Agile CRM
    Add note in Agile CRM

    Automatically adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Automatically finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Automatically find information about a company

  • Agile CRM
    Create company in Agile CRM

    Automatically generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Automatically subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Automatically schedule an event

  • Agendor
    Create person in Agendor

    Automatically generates a new person

  • Agendor
    Update person in Agendor

    Automatically updates the information of a person

  • Agendor
    Get person by id in Agendor

    Automatically retrieves a person's information by their ID

  • Agendor
    Search person in Agendor

    Automatically retrieves information about a person

  • Agendor
    Update deal status in Agendor

    Automatically updates the status of a deal

  • Agendor
    Update deal stage in Agendor

    Automatically updates deal to next stage based on predefined criteria

  • Agendor
    Update deal in Agendor

    Automatically updates deal information based on new criteria or changes

  • Agendor
    Get deal by id in Agendor

    Automatically retrieves a deal by its ID

  • Agendor
    Search deal in Agendor

    Automatically retrieves and find a deal

  • Agendor
    Create task in Agendor

    Automatically creates a new task

  • Agendor
    Update organization in Agendor

    Automatically updates organization information

  • Agendor
    Create organization in Agendor

    Automatically generates a new invoice

  • Agendor
    Get organization by id in Agendor

    Automatically retrieves organization information based on its ID

  • Agendor
    Search organization in Agendor

    Automatically finds and retrieves information about a organization

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You Can Also Connect Agile CRM or Agendor With 1200+ Other Apps

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Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

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Agendor is a sales improvement platform designed for Brazilian companies with long sales cycles, where you can monitor and manage all your contacts, proposals, deals and activities at one place.

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