Agile CRM + Alegra Integration

Connect Agile CRM to Alegra in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Alegra Integration

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Most popular automationsmost-popular-automations
Agile CRM + Alegra Integration

Create Alegra contact for new Agile CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Agile CRM, this automation will automatically create a contact in Alegra.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Agile CRM and Alegra!
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Agile CRM + Alegra Integration

Create Alegra invoice from new Agile CRM deal

Do you use Agile CRM to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in Alegra?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
Agile CRM + Alegra Integration

Create Alegra order for new Agile CRM deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Agile CRM and Alegra work together to make accounting and bookkeeping simple.

When you create a deal in Agile CRM, it will automatically create an order in Alegra. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Agile CRM and Alegra.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Alegra Automations from
Integrately Community

Most popularmost-popular-automations
01
Alegra logo
PerfexCRM logo
Create PerfexCRM customer from new Alegra invoice
02
WooCommerce logo
Alegra logo
Create Alegra contact for new WooCommerce customer
03
Alegra logo
Google Calendar logo
Create Google Calendar event for new Alegra order
04
Chatbot logo
Alegra logo
Create Alegra contact for new Chatbot response
05
Alegra logo
WooCommerce logo
Create WooCommerce customer for new Alegra contact
cloud
Alegra
app integration
06
Gift Up!  logo
Alegra logo
Create Alegra invoice for new Gift Up! order
07
Convertu logo
Alegra logo
Create Alegra invoice for new Convertu order
08
Zoho Inventory logo
Alegra logo
Create Alegra invoice for new Zoho Inventory order
09
Peak Funnels logo
Alegra logo
Create Alegra invoice for new Peak Funnels order
10
DNA Super Systems logo
Alegra logo
Create Alegra invoice for new DNA Super Systems order
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1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Alegra With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Alegra
Alegra
Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.