Agile CRM + Freshservice Integration

Connect Agile CRM to Freshservice 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
  • Freshservice
    Ticket is created in Freshservice
  • Freshservice
    Ticket is updated in Freshservice
  • Freshservice
    Requester is created in Freshservice
  • Freshservice
    Requester is updated in Freshservice
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Freshservice Integration

Just click on the workflow you want to automate

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

Create Freshservice ticket for new Agile CRM deal

Agile CRM is a great tool for managing customer relationships. However, when an deal is created in Agile CRM, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Freshservice whenever an deal is created in Agile CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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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 Freshservice Automations from
Integrately Community

Most popularmost-popular-automations
01
Freshservice logo
Aha! logo
Create Aha! feature for new Freshservice ticket
02
Freshservice logo
Microsoft Excel logo
Create Microsoft Excel row for new Freshservice ticket
03
Freshservice logo
Telegram logo
Send Telegram message for new Freshservice ticket
04
Freshservice logo
ClickSend SMS logo
Create ClickSend SMS contact for new Freshservice ticket
05
Freshservice logo
Slack logo
Send Slack message for new Freshservice ticket
cloud
Freshservice
app integration
06
Freshservice logo
Online Live Support logo
Send Online Live Support message for new Freshservice ticket
07
Freshservice logo
Microsoft Teams logo
Send Microsoft Teams message for new Freshservice ticket
08
Freshservice logo
Google Sheets logo
Create Google Sheets row for new Freshservice ticket
09
Freshservice logo
Google Sheets logo
Create Google Sheets row for new Freshservice requester
10
Chatbot logo
Freshservice logo
Create Freshservice ticket for new Chatbot response
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
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You Can Also Connect Agile CRM or Freshservice 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.
Freshservice
Freshservice
Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.