Agile CRM + Nifty Integration

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Agile CRM + Nifty Integration

Create Nifty task for new Agile CRM contact

Agile CRM and Nifty are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Agile CRM, do you also create a task in Nifty? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Agile CRM + Nifty Integration

Create Nifty task for new Agile CRM task

Agile CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agile CRM. Nifty is a great tool for this.

All you need to do is - integrate Nifty with Agile CRM to create task in Nifty automatically when certain task occur in Agile CRM. This can save you time by not having to manually create tasks in both systems.
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Agile CRM + Nifty Integration

Create Nifty task for new Agile CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Nifty to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agile CRM? Well now there is!

With our integration between Agile CRM and Nifty, creating task in Nifty is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in Nifty to keep your team up-to-date.
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Agile CRM + Nifty Integration
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
  • Nifty
    Task is created in Nifty
  • Nifty
    Task is Completed in Nifty
  • Nifty
    Project is created in Nifty
  • Nifty
    Task list is created in Nifty
  • Nifty
    Portfolio is created in Nifty
  • Nifty
    Subtask is created in Nifty
  • Nifty
    Document is created in Nifty
  • Nifty
    Tag is created in Nifty
  • Nifty
    New message is sent in Nifty
  • Nifty
    File is created in Nifty
  • Nifty
    Milestone is created in Nifty
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Nifty
    Create task in Nifty
  • Nifty
    Get task by ID in Nifty
  • Nifty
    Update task in Nifty
  • Nifty
    Create project in Nifty
  • Nifty
    Create subtask in Nifty
  • Nifty
    Create portfolio in Nifty
  • Nifty
    Create task list/group in Nifty
  • Nifty
    Send message in Nifty
  • Nifty
    Create milestone in Nifty
  • Nifty
    Create tag in Nifty
  • Nifty
    Create document in Nifty
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