Agile CRM + Groove

Agile CRM + Groove integrations

Add notes on Agile CRM for new Groove tickets

Need to have your customer issues referenced on your CRM as well as your helpdesk? Use this Groove-Agile CRM integration to bring the two together. It will trigger every time a new ticket is started on Groove, adding a new note on Agile CRM so you always have maximum visibility.

When this happens...
Ticket StartedTriggers when a new ticket is created.
TriggerInstant
automatically do this!
Add NoteAdd a Note to the Contact.
ActionWrite

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More things you can do with Groove and Agile CRM

Discover other triggers and actions you can use with Groove and Agile CRM

Agent Invited
Triggers when an agent is created.
Trigger
Instant
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- Linkedin Username
- Twitter Username
- Company Name
- Email
- Website
Trigger
Instant
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Note Added
Triggers when a note is added to a ticket.
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Closed By
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- State
- Assignee
- Assigned Group
- Customer Name
- Priority
- Closed By
- Mailbox
Trigger
Instant
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- Ticket Number
  Required
- Message
  Required
Action
Write
- Ticket Number
  Required
Action
Write
- Ticket Number
  Required
Action
Write
- Track / Milestone
  Required
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

Agent Replied
Triggers when an agent replies to a ticket.
Trigger
Instant
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Customer Replied
Triggers when a customer replies to a ticket.
Trigger
Instant
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- Assignee
- Assigned Group
- Priority
- Mailbox
Trigger
Instant
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Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Assignee
- Assigned Group
- Customer Name
- Tag
- Mailbox
Trigger
Instant
Try It
- Ticket Number
  Required
- Agent
  Required
Action
Write
- Body
  Required
- From
  Required
- To
  Required
- Assignee
- Assigned Group
- Add as Note?
- Send Copy to Customer?
- State
- Tags
- Full Name
- About
- Twitter Handle
- Company Name
- Title
- Phone Number
- Location
- Website URL
- LinkedIn Username
- Subject
Action
Write
- Ticket Number
  Required
- State
  Required
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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About Groove

The simple helpdesk for SaaS and eCommerce businesses.

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