Agiled + Apex27 Integration

Connect Agiled to Apex27 - Automate your workflows in 1-click

Make use of Agiled and Apex27 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Agiled + Apex27 integration.
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Apex27 + Agiled Integration

Create Agiled contact for new Apex27 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 Apex27 - Agiled integration, anytime a new Apex27 contact is created, an Agiled 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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Apex27 + Agiled Integration

Create Agiled task for new Apex27 contact

Apex27 and Agiled are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apex27, do you also create a task in Agiled? 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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Agiled + Apex27 Integration
1.
  • Agiled
    Employee is created in Agiled

    Triggers the automation when an engagement action is created or modified

    Instant
  • Agiled
    Task is created in Agiled

    Triggers the automation when a new task is created

    Instant
  • Agiled
    Contact is created in Agiled

    Triggers the automation when a new contact is created

    Instant
  • Agiled
    Invoice is created in Agiled

    Triggers the automation when any invoice is added or modified

    Instant
  • Agiled
    Project is created in Agiled

    Triggers the automation when a new project is created

    Instant
  • Agiled
    Product is created in Agiled

    Triggers the automation when a new product is created

    Instant
  • Agiled
    Ticket is created in Agiled

    Triggers the automation when a new ticket is created

    Instant
  • Agiled
    Contract is created in Agiled

    Triggers the automation when a new contract is created

    Instant
  • Agiled
    Estimate is created in Agiled

    Triggers the automation when a new estimate is created

    Instant
  • Agiled
    Account is created in Agiled

    Triggers the automation when a new account is created

  • Agiled
    CRM source is created in Agiled

    Triggers the automation when a CRM source is created

  • Agiled
    CRM status is created in Agiled

    Triggers the automation when a CRM status is created

  • Agiled
    Sales agent is created in Agiled

    Triggers the automation when a new sales agent is created

  • Apex27
    Contact is created in Apex27

    Triggers the automation when a new contact is created

  • Apex27
    Lead is created in Apex27

    Triggers the automation when a new lead is created

  • Apex27
    Listing is created in Apex27

    Triggers the automation when a new listing is created

2.
  • Agiled
    Create contact in Agiled

    Adds a new contact to the database

  • Agiled
    Update contact in Agiled

    Updates contact information with new details

  • Agiled
    Delete contact in Agiled

    Removes a contact from the address book

  • Agiled
    Create task in Agiled

    Creates a new task

  • Agiled
    Delete task in Agiled

    Removes a particular task

  • Agiled
    Update task in Agiled

    Updates the task with new information or changes

  • Agiled
    Create employee in Agiled

    Adds a new contact to the contact list

  • Agiled
    Delete employee in Agiled

    Removes an employee's profile from the system

  • Agiled
    Update employee in Agiled

    Updates employee information in real-time

  • Agiled
    Create project in Agiled

    Creates a new project

  • Agiled
    Update project in Agiled

    Updates project information

  • Agiled
    Delete project in Agiled

    Removes a project from the system

  • Agiled
    Create Invoice in Agiled

    Generates invoices for sales transactions

  • Agiled
    Update Invoice in Agiled

    Updates invoice details based on new information

  • Agiled
    Delete invoice in Agiled

    Deletes selected invoice records

  • Agiled
    Create ticket in Agiled

    Generates a new ticket

  • Agiled
    Update ticket in Agiled

    Updates ticket information

  • Agiled
    Delete ticket in Agiled

    Removes a ticket from the system

  • Agiled
    Create estimate in Agiled

    Adds a new contact to the contact list

  • Agiled
    Update estimate in Agiled

    Revise and adjust cost projections in the estimate based on new data inputs

  • Agiled
    Delete estimate in Agiled

    Removes an estimate entry from the database

  • Agiled
    Create contract in Agiled

    Generates a contract document based on particular criteria

  • Agiled
    Update contract in Agiled

    Updates contract details and terms as needed

  • Agiled
    Delete contract in Agiled

    Removes a particular contract from the database

  • Agiled
    Create expense in Agiled

    Generates a new expense record

  • Agiled
    Update expense in Agiled

    Updates expenses with new information

  • Agiled
    Delete expense in Agiled

    Removes an expense from the system

  • Agiled
    Create product in Agiled

    Generates and launch new products

  • Agiled
    Update product in Agiled

    Updates product information

  • Agiled
    Delete product in Agiled

    Removes a selected product from the database

  • Apex27
    Create contact in Apex27

    Adds a new contact to the database

  • Apex27
    Update contact in Apex27

    Updates contact information with new details

  • Apex27
    Search contact in Apex27

    Finds and retrieves contact information

  • Apex27
    Create viewing in Apex27

    Schedules a new viewing

  • Apex27
    Create listing in Apex27

    Creates a new listing

  • Apex27
    Update listing in Apex27

    Updates product information on the listing page

  • Apex27
    Update viewing in Apex27

    Updates a viewing

  • Apex27
    Search listing in Apex27

    Searches for a listing

  • Apex27
    Search viewing in Apex27

    Searches for a viewing

  • Apex27
    Update lead in Apex27

    Updates the lead information

  • Apex27
    Search lead in Apex27

    Retrieves information for a particular lead

  • Apex27
    Upload image for listing in Apex27

    Adds images to your listing

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Integrate Agiled & Apex27 In 1 Click
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Want to automate something else in your workflow?

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Apex27 CRM elps real estate brokers and agents organize, manage and grow their business with ease!  It lets you keep track of your clients and properties in one comprehensive sales and lettings CRM - across all your devices.

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