Agendor Integrations

Every time you acquire a new contact to kick-in a sales proposal, you should be the closest possible to them so both ends can reach each other with the most transparency. Once you set up this Agendor with Gmail integration, new Companies registered will receive a welcome email which can also contain your other contacts.

How this Agendor-Gmail integration works

1. A new Company is registered on Agendor
2. Zapier sends a welcome email in Gmail

What You Need

• Agendor account
• Gmail account

Losing deals is always a bad thing, but we should not turn our backs to them. Instead of using the export feature provided by Agendor and manually update your database, you can create a single dynamically automated spreadsheet, in order to investigate patterns and act to revert this issue. This way, you can use the spreadsheet to create your own report, customize it to your business needs and keep calm that it will get updated automatically.

Note: We recommend you to populate this spreadsheet with the Deal's Name, Value, End Time, Owner User, Loss Reason, Organization Name and the link to Agendor (Web URL).

Note 2: After you've set up this Zapier automation, please do not change the spreadsheet tab name, otherwise, it will stop working.

How this Agendor-Google Sheets integration works

1. Every time an Agendor Deal is lost
2. Zapier creates a row in the Google Sheet you define

What You Need

• Agendor account
• Google Sheets account

It is very common for external sellers to have someone else to handle your contacts and appoint some tasks for them to do in-between visits, requiring the use of a cellphone to call, receive a call from your customers, send emails and many other tasks. With this in mind, let Zapier handle the contacts created in Agendor in your Google Contacts account, making such tasks a lot easier as you won't need to lookup where is someone's phone or which email were you contacting a possible future customer questions about your product!

How this Agendor-Google Contacts integration works

1. A person is created in Agendor
2. Zapier creates a contact in Google Contacts

What You Need

• Agendor account
• Google Contacts account

A process of sales requires some constant contact with your possible customers, and for this to work perfectly, you should always say the right things at the correct moment. If you've got a well defined marketing pipeline, you should be aware that sending an email for customers to purchase a product they have already acquired may not be a pleasant message. So instead of reserving your time and mind to always set a tag in MailChimp after completing a Deal, let Zapier do this automatically for you!

Note: the email address must already be subscribed to the list, or this will fail.

How this Agendor-MailChimp integration works

1. A Deal related to a rerson to gets the status won in Agendor
2. Zapier adds a tag in MailChimp

What You Need

• Agendor account
• MailChimp account

It is very important that your possible future customers are up to date with the news happening in your service or product, and even more important is being able to let them know of new products or special offers that might generate new sales opportunities. With this integration, you are connecting your Marketing and Sales teams. It keeps you aware that every person created in Agendor are always receiving MailChimp emails, and their details are up to date and without a need to manually copy and paste.

How this Agendor-MailChimp integration works

1. A new Person is created in Agendor
2. Zapier adds this person's email into a MailChimp list

What You Need

• Agendor account
• MailChimp account