Agile CRM + PulpoChat Integration

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Agile CRM + PulpoChat Integration

Create PulpoChat contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - PulpoChat integration, anytime a new Agile CRM contact is created, an PulpoChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Agile CRM + PulpoChat Integration

Send PulpoChat message for new Agile CRM contact

Anytime a new contact is added to your Agile CRM, automatically send them a message through PulpoChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Agile CRM - PulpoChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Agile CRM + PulpoChat Integration

Send PulpoChat message for new Agile CRM task

With this Agile CRM - PulpoChat integration, whenever a new task is created in Agile CRM, message will be sent via PulpoChat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Agile CRM + PulpoChat Integration

Send PulpoChat message for new Agile CRM deal

Whenever a new deal is created in your Agile CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending PulpoChat message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Agile CRM - PulpoChat integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Agile CRM + PulpoChat 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
  • PulpoChat
    Message received from WhatsApp in PulpoChat Instant
  • PulpoChat
    Message sent to WhatsApp in PulpoChat Instant
  • PulpoChat
    Message is read from WhatsApp in PulpoChat Instant
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
  • PulpoChat
    Create user in PulpoChat
  • PulpoChat
    Create new internal contact (chat only) in PulpoChat
  • PulpoChat
    Search contact in PulpoChat
  • PulpoChat
    Update internal contact (chat only) in PulpoChat
  • PulpoChat
    Send WhatsApp message in PulpoChat
  • PulpoChat
    Send WhatsApp group message in PulpoChat
  • PulpoChat
    Search WhatsApp message in PulpoChat
  • PulpoChat
    Update WhatsApp message in PulpoChat
  • PulpoChat
    Send WhatsApp image message in PulpoChat
  • PulpoChat
    Send WhatsApp video message in PulpoChat
  • PulpoChat
    Send WhatsApp documents/audios message in PulpoChat
  • PulpoChat
    Send WhatsApp scheduled message in PulpoChat
  • PulpoChat
    Send WhatsApp scheduled message to group in PulpoChat
  • PulpoChat
    Send WhatsApp location message using coordinates in PulpoChat
  • PulpoChat
    Send WhatsApp location message using an address in PulpoChat
  • PulpoChat
    Create WhatsApp new group chat in PulpoChat
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