If you need your proposals on Quote Roller to trigger workflows on Agile CRM, there's no need to copy data back and forth manually. Have everything organized the moment you're ready by using this Quote Roller AgileCRM integration. Once it's active, every new proposal on Quote Roller will also create a matching deal on Agile CRM, keeping up with your business across the board while you focus on closing those deals.
How It Works
- A new proposal is added on Quote Roller
- Zapier automatically creates a new deal on Agile CRM
What You Need
- Quote Roller account
- Agile CRM account
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,000+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
It's easy to connect Agile CRM + Quote Roller and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new ticket is added in Agile CRM.
Create a deal in the Agile CRM.
Triggers when a new contact is add in AgileCRM.
Create a Task for the Contact.
Triggers when a new case is added in Agile CRM.
Add Tag to a Contact in the Agile CRM.
Triggers when a tag is added to contact in AgileCRM.
Add a Note to the Contact.
Triggers when a new Deal is added in AgileCRM.
Creates New Contact in the Agile CRM.