Agile CRM + Order Desk Integration

Connect Agile CRM to Order Desk - 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. Order Desk automations help you streamline order processing, manage inventory levels, and improve customer communication. Get the best of both with Integrately’s Agile CRM + Order Desk integration.
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Agile CRM + Order Desk Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation when a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation when a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation when a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation when a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation when a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation when a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation when a new case is created

  • Order Desk
    Order is created in Order Desk

    Triggers the automation when a new order is created

  • Order Desk
    Order folder is changed in Order Desk

    Triggers the automation when an order is moved to a different folder

2.
  • Agile CRM
    Create contact in Agile CRM

    Adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Creates a new task

  • Agile CRM
    Add note in Agile CRM

    Adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Finds information about a company

  • Agile CRM
    Create company in Agile CRM

    Generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Schedule an event

  • Order Desk
    Create order in Order Desk

    Creates a new order

  • Order Desk
    Add note to order in Order Desk

    Adds a note to the order

  • Order Desk
    Set the checkout data or metadata of an order in Order Desk

    Sets the checkout data or metadata for an order

  • Order Desk
    Add shipment to order in Order Desk

    Adds shipment details to an existing order

  • Order Desk
    Change order folder in Order Desk

    Move order to a different folder

  • Order Desk
    Change order tag in Order Desk

    Updates the order tag

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

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