Agile CRM + VivifyScrum Integration

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Popular Agile CRM + VivifyScrum Workflows

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Agile CRM + VivifyScrum Integration

Create VivifyScrum item for new Agile CRM contact

Agile CRM and VivifyScrum 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 item in VivifyScrum? 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 + VivifyScrum Integration

Create VivifyScrum item 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. VivifyScrum is a great tool for this.

All you need to do is - integrate VivifyScrum with Agile CRM to create item in VivifyScrum 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 + VivifyScrum Integration

Create VivifyScrum item 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 item in VivifyScrum 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 VivifyScrum, creating item in VivifyScrum is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding item in VivifyScrum to keep your team up-to-date.
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Agile CRM + VivifyScrum 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
  • VivifyScrum
    Comment is created in VivifyScrum Instant
  • VivifyScrum
    Comment is edited in VivifyScrum Instant
  • VivifyScrum
    Comment is deleted in VivifyScrum Instant
  • VivifyScrum
    All event trigger in VivifyScrum Instant
  • VivifyScrum
    Item is unassigned in VivifyScrum Instant
  • VivifyScrum
    Item reviewer is assigned in VivifyScrum Instant
  • VivifyScrum
    Item reviewer is unassigned in VivifyScrum Instant
  • VivifyScrum
    Item is moved in VivifyScrum Instant
  • VivifyScrum
    Item is created in VivifyScrum Instant
  • VivifyScrum
    Item is assigned in VivifyScrum Instant
  • VivifyScrum
    Label is added to an Item in VivifyScrum Instant
  • VivifyScrum
    Label is removed from an Item in VivifyScrum Instant
  • VivifyScrum
    Sub-item is added in VivifyScrum Instant
  • VivifyScrum
    Sub-item is deleted in VivifyScrum Instant
  • VivifyScrum
    File is added in VivifyScrum Instant
  • VivifyScrum
    File is deleted in VivifyScrum Instant
  • VivifyScrum
    Sprint is created in VivifyScrum Instant
  • VivifyScrum
    Sprint is started in VivifyScrum Instant
  • VivifyScrum
    Sprint is reordered in VivifyScrum Instant
  • VivifyScrum
    Sprint is finished in VivifyScrum Instant
  • VivifyScrum
    Checklist is created in VivifyScrum Instant
  • VivifyScrum
    Checklist is deleted in VivifyScrum Instant
  • VivifyScrum
    Checklist is edited in VivifyScrum 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
  • VivifyScrum
    Create item in VivifyScrum
  • VivifyScrum
    Delete item in VivifyScrum
  • VivifyScrum
    Get item by id in VivifyScrum
  • VivifyScrum
    Update item in VivifyScrum
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