Create new deals on Agile CRM for new Quote Roller proposals

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

  1. A new proposal is added on Quote Roller
  2. Zapier automatically creates a new deal on Agile CRM

What You Need

  • Quote Roller account
  • Agile CRM account
Create new deals on Agile CRM for new Quote Roller proposals
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Create polished, professional proposals in minutes.

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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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