Agiled + WhatsApp Integration

Connect Agiled to WhatsApp 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
  • WhatsApp
    Message is received in WhatsApp Instant
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2.

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Ready Workflows Ready Workflows   for Agiled + WhatsApp Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Agiled + WhatsApp Integration

Send WhatsApp message for new Agiled task

In today's fast-paced business world, it's important to be able to communicate quickly and efficiently. That's why Integrately offers this automation to send message for new Agiled tasks.

With this integration, you can automatically send message through WhatsApp to the relevant parties whenever a new task is created in your Agiled system. This way, you can be sure that everyone is always on the same page and that no important information falls through the cracks.

So if you're looking for a better way to stay organized and keep your team informed, give this Agiled - WhatsApp integration a try.
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Agiled + WhatsApp Integration

Send WhatsApp message for new Agiled contact

Anytime a new contact is added to your Agiled, automatically send them a message through WhatsApp 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 Agiled - WhatsApp 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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Who Is This Integration For?

Small Business Owners
Small Business Owners
Freelancers
Freelancers
Sales Teams
Sales Teams
Customer Support Agents
Customer Support Agents
Event Planners
Event Planners
Small Business Owners
Small business owners often need to manage client communications efficiently. They can struggle to keep track of client interactions across different platforms. Connecting WhatsApp with Agiled can streamline communication and task management, making it easier to follow up and manage client relationships.
Freelancers
Freelancers frequently use WhatsApp for communicating with clients but find it challenging to keep all project details organized. They need a way to automatically record interactions and project updates to avoid missing out on crucial information.
Sales Teams
Sales teams use WhatsApp to engage with prospects but often face difficulty in recording these interactions into their CRM or project management tool like Agiled. This disorganized approach can lead to lost opportunities and poor tracking of sales pipelines.
Customer Support Agents
Customer support agents handle numerous inquiries on WhatsApp. Without a proper system to log and manage these interactions, ensuring timely resolutions and customer satisfaction becomes difficult.
Event Planners
Event planners use WhatsApp to communicate with multiple stakeholders but need a way to systematically record all these communications to ensure nothing falls through the cracks, especially when deadlines are tight and coordination is crucial.
Agiled logo
WhatsApp logo

What Can You Automate With Agiled + WhatsApp

Log new WhatsApp messages as tasks in Agiled
Whenever you receive a new message on WhatsApp, this automation logs it as a task in Agiled. It helps you keep track of conversations that require follow-up and ensures you never miss important client communication.
Create new contacts in Agiled from WhatsApp messages
Automatically create a new contact in Agiled every time you receive a message from an unknown number on WhatsApp. This keeps your client database updated without manual entry, saving you time and effort.
Update project notes in Agiled with WhatsApp messages
Send specific WhatsApp messages to update project notes in Agiled. This allows you to keep project stakeholders informed and project notes up-to-date with minimal effort.
Set reminders in Agiled based on WhatsApp prompts
Use a keyword trigger in WhatsApp messages to set reminders in Agiled automatically. This ensures you don’t forget critical actions or follow-ups discussed over chat.
Distribute meeting summaries from WhatsApp to Agiled
When you receive a summary message of a meeting on WhatsApp, automatically create a document or note in Agiled. It keeps everyone informed and maintains a clear record of meeting outputs.
And much more...
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
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Twilio logo
Send Twilio sms for new Agiled task
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Marquiz logo
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Create Agiled contact for new Marquiz lead
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Sociamonials logo
Agiled logo
Create Agiled task for new Sociamonials lead entry
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Google Sheets logo
Agiled logo
Create Agiled contact for new Google Sheets row
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Wave logo
Create Wave customer from new Agiled contact
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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 WhatsApp Automations from
Integrately Community

Most popularmost-popular-automations
01
WhatsApp logo
Google Calendar logo
Create Google Calendar event from new WhatsApp message
02
WhatsApp logo
Telegram logo
Send message from Telegram for new message received in WhatsApp
03
GoHighLevel (Legacy) logo
WhatsApp logo
Send WhatsApp message for new GoHighLevel task
04
Google Sheets logo
WhatsApp logo
Send WhatsApp message for new Google Sheets row
05
Google Calendar logo
WhatsApp logo
Send WhatsApp message for new Google Calendar event
cloud
WhatsApp
app integration
06
Notion logo
WhatsApp logo
Send WhatsApp message for new Notion database item
07
WhatsApp logo
GoHighLevel (Legacy) logo
Create GoHighLevel note for new WhatsApp message
08
WhatsApp logo
Google Chat logo
Send Google Chat message for new message received in WhatsApp
09
Adafruit IO logo
WhatsApp logo
Send WhatsApp message for new Adafruit IO data
10
Sharepoint logo
WhatsApp logo
Send WhatsApp message for new Sharepoint file
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

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