Agile CRM

Agile CRM is one of the most popular CRM platforms, thanks to its wide features, customization options, and integrations catalog. Integrating Agile CRM into GearPlug lets you complement it with any function you need.

Agile CRM offers a varied list of actions that let you transfer any type of information between apps.

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As a source

When integrating Agile CRM as your source Plug, you may draw information from your CRM and send it to other apps, such as databases, email marketing tools, and more.

With GearPlug, you have 5 actions:

• Get new contact: Imports information from new contacts recorded in Agile CRM.

• Get new company: Send data from companies in Agile CRM to other apps.

• Get new event: Record events from your Agile CRM calendar into other apps.

• Get new deal: Get data from new deals, such as clients, revenue, and more.

• Get new task: Send data from different tasks to other tools.

As a target

Using Agile CRM as your target app lets you use data from other apps to create new records in different modules.

With GearPlug, you have 5 actions:

• Create contact: Creates a new contact with data compiled from other apps, like lead generation campaigns or forms.

• Create company: Imports data from other apps to record companies in your CRM.

• Create event: Extracts information, such as dates, contacts, and schedules from other apps to create new events in your CRM.

• Create deal: Logs new deals with information coming from other apps.

• Create task: Generate and assign tasks for your team with data from other apps.