Agiled + Caflou Integration

Connect Agiled to Caflou in 1 click

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1.
  • Agiled
    Employee is created in Agiled Instant
  • Agiled
    Task is created in Agiled Instant
  • Agiled
    Contact is created in Agiled Instant
  • Agiled
    Invoice is created in Agiled Instant
  • Agiled
    Project is created in Agiled Instant
  • Agiled
    Product is created in Agiled Instant
  • Agiled
    Ticket is created in Agiled Instant
  • Agiled
    Contract is created in Agiled Instant
  • Agiled
    Estimate is created in Agiled Instant
  • Agiled
    Account is created in Agiled
  • Agiled
    CRM source is created in Agiled
  • Agiled
    CRM status is created in Agiled
  • Agiled
    Sales agent is created in Agiled
  • Caflou
    Company is created in Caflou
  • Caflou
    Project is created in Caflou
  • Caflou
    Contact is created in Caflou
  • Caflou
    Task is created in Caflou
  • Caflou
    Event is created in Caflou
  • Caflou
    Income or expense is created in Caflou
  • Caflou
    Timesheet is created in Caflou
  • Caflou
    Time entry is created in Caflou
  • Caflou
    Invoice is created in Caflou
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2.

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Ready Workflows Ready Workflows   for Agiled + Caflou Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Caflou + Agiled Integration

Create Agiled task for new Caflou task

Caflou 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 Caflou. Agiled is a great tool for this.

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

Create Caflou contact for new Agiled proposal

If your business uses Agiled to create proposal, you'll want to make sure that your Caflou account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Caflou each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new contact in Caflou.
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Agiled + Caflou Integration

Create Caflou task for new Agiled proposal

With this Caflou and Agiled integration, it is easier than ever to create proposal. Now, when you create a proposal in Agiled, a corresponding task will be created in Caflou.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Caflou + Agiled Integration

Create Agiled contact for new Caflou 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 Caflou - Agiled integration, anytime a new Caflou 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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Caflou + Agiled Integration

Create Agiled task for new Caflou contact

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

When you create a contact in Caflou, 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 + Caflou Integration

Create Caflou contact for new Agiled 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 Agiled - Caflou integration, anytime a new Agiled contact is created, an Caflou 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.
See more
Agiled + Caflou Integration

Create Caflou task for new Agiled contact

In Agiled, when you create a contact, it automatically creates a task in Caflou for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Automations

Top 10 Most Popular Agiled Automations from
Integrately Community

Just click on the workflow you want to automate

Agiled logo
Wave logo
Create Wave customer from new Agiled contact
Activate
Agiled logo
Twilio logo
Send Twilio sms for new Agiled task
Activate
Marquiz logo
Agiled logo
Create Agiled contact for new Marquiz lead
Activate
Sociamonials logo
Agiled logo
Create Agiled task for new Sociamonials lead entry
Activate
Google Sheets logo
Agiled logo
Create Agiled contact for new Google Sheets row
Activate
Agiled logo
Wave logo
Create Wave customer from new Agiled contact
Activate
Agiled logo
Twilio logo
Send Twilio sms for new Agiled task
Activate
Marquiz logo
Agiled logo
Create Agiled contact for new Marquiz lead
Activate
Sociamonials logo
Agiled logo
Create Agiled task for new Sociamonials lead entry
Activate
Google Sheets logo
Agiled logo
Create Agiled contact for new Google Sheets row
Activate
Encharge logo
Agiled logo
Create Agiled contact for new Encharge person
Activate
SendFox logo
Agiled logo
Create Agiled contact for new SendFox contact
Activate
Mautic logo
Agiled logo
Create Agiled contact for new Mautic contact
Activate
HappyForms logo
Agiled logo
Create Agiled contact for new HappyForms form submission
Activate
Agiled logo
Online Live Support logo
Send Online Live Support message for new Agiled task
Activate
Encharge logo
Agiled logo
Create Agiled contact for new Encharge person
Activate
SendFox logo
Agiled logo
Create Agiled contact for new SendFox contact
Activate
Mautic logo
Agiled logo
Create Agiled contact for new Mautic contact
Activate
HappyForms logo
Agiled logo
Create Agiled contact for new HappyForms form submission
Activate
Agiled logo
Online Live Support logo
Send Online Live Support message for new Agiled task
Activate

Top 10 Most Popular Caflou Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Caflou logo
Create Caflou contact for new Google Sheets row
02
CompanyHub logo
Caflou logo
Create Caflou contact for new CompanyHub record
03
Salesforce logo
Caflou logo
Create Caflou contact for new Salesforce record
04
Airtable logo
Caflou logo
Create Caflou contact for new Airtable record
05
Notion logo
Caflou logo
Create Caflou contact for new Notion database item
cloud
Caflou
app integration
06
EasyCSV logo
Caflou logo
Create Caflou contact for new EasyCSV data
07
Bubble logo
Caflou logo
Create Caflou contact for new Bubble data thing
08
PostgreSQL logo
Caflou logo
Create Caflou contact for new PostgreSQL row
09
SeaTable logo
Caflou logo
Create Caflou contact for new SeaTable row
10
Raynet CRM logo
Caflou logo
Create Caflou company for new Raynet CRM company
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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in $19.99

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You Can Also Connect Agiled or Caflou With 1400+ Other Apps

Agiled
Agiled
Agiled is the easiest way to manage your business, save time and get paid faster. Be it - managing employees or projects, tracking hours or tasks, creating professional contracts or invoices - Agiled is the tool for you!
Caflou
Caflou
Caflou is a 100% digital platform that gives you everything you need in one place: project management, accounting, CRM, sales & marketing tools. It helps you work with your teams and clients located anywhere in the world.