Agile CRM + Chatrace Integration

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

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Chatrace automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Agile CRM & Chatrace using Integrately.

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Ready Workflows For Agile CRM + Chatrace Integration

Just click on the workflow you want to automate

Create Chatrace contact for new Agile CRM contact

Creating a new Chatrace contact for every new Agile CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Agile CRM - Chatrace integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Chatrace and Agile CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.

Activate

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Create Your Own Agile CRM & Chatrace Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation whenever a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation whenever a tag is added
Deal is created in Agile CRM
Triggers the automation whenever a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation whenever a deal milestone is changed
Task is created in Agile CRM
Triggers the automation whenever a new task is created
Event is created in Agile CRM
Triggers the automation whenever a new event is created
Case is created in Agile CRM
Triggers the automation whenever a new case is created
Order is created in Chatrace
Triggers the automation whenever a new order is created
Instant
Order is concluded in Chatrace
Triggers the automation whenever an order is concluded
Instant
Order is canceled in Chatrace
Triggers the automation whenever an order is canceled
Instant
Tag is applied in Chatrace
Triggers the automation whenever a tag is added
Instant
Tag is removed in Chatrace
Triggers the automation whenever a tag is added
Instant
Subscriber is created in Chatrace
Triggers the automation whenever a new subscriber is added
Instant
User is unsubscribed from bot in Chatrace
Triggers the automation whenever user unsubscribes from the bot
Instant
Custom field value is changed in Chatrace
Triggers the automation whenever the value of a custom field changes
Instant
User is subscribed to sequence in Chatrace
Triggers the automation whenever a user is subscribed to a sequence
Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation whenever a user is unsubscribed from a sequence
Instant
Cart is abandoned in Chatrace
Triggers the automation whenever a user abandons their cart
Instant

Create contact in Agile CRM
Automatically adds a new contact to the database
Update contact in Agile CRM
Automatically updates contact information with new details
Add score to contact in Agile CRM
Automatically assigns a score to a contact
Add tag to contact in Agile CRM
Automatically assigns a tag to a contact
Create deal in Agile CRM
Automatically generates a new deal with
Create task in Agile CRM
Automatically creates a new task
Add note in Agile CRM
Automatically adds a note to the selected item
Search contact in Agile CRM
Automatically finds and retrieves contact information
Search company in Agile CRM
Automatically find information about a company
Create company in Agile CRM
Automatically generates a new company profile with given details
Subscribe to campaign in Agile CRM
Automatically subscribes to a campaign
Add event in Agile CRM
Automatically schedule an event
Create SMS contact in Chatrace
Automatically adds a new SMS contact
Create tag in Chatrace
Automatically generates a new tag
Seach user in Chatrace
Automatically searches for a user
Set contact custom field in Chatrace
Automatically sets a custom field for a contact

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Integrate Agile CRM & Chatrace In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

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

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

See Agile CRM Integrations

Chatrace is a Facebook Messenger bot which allows you to sell goods, automate sales and marketing through chat. It supports Facebook Ads and all the tools that help you manage your business on Facebook.

See Chatrace Integrations