Agile CRM + Salesmsg Integrations

How to connect Agile CRM + Salesmsg

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Supported triggers and actions

What does this mean?

Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is added in Agile CRM.
Trigger
Scheduled
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
Agile CRM
Subscribe to a Campaign.
Scheduled
Action
Agile CRM
Add a Note to the Contact.
Scheduled
Action
Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a New Company.
Scheduled
Action
Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
Agile CRM
Create a Task for the Contact.
Scheduled
Action
Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
Salesmsg
Triggers when a contact has opted out or unsubscribed.
Instant
Trigger
Salesmsg
Triggers when a new text message is received.
Instant
Trigger
Salesmsg
Triggers when a new text message is sent.
Instant
Trigger
Salesmsg
Triggers when you add a new contact.
Instant
Trigger
Salesmsg
Triggers when an incoming phone call is missed.
Instant
Trigger
Salesmsg
Triggers when a phone call is received.
Instant
Trigger
Salesmsg
Triggers when a tag gets added to a contact
Instant
Trigger
Salesmsg
Applies a tag to an existing contact.
Scheduled
Action
Salesmsg
Creates a new note on a contact record.
Scheduled
Action
Salesmsg
Creates a contact. Can be used to update a contact too.
Scheduled
Action
Salesmsg
Creates and sends a group SMS to a group of contacts. (All contacts will see each others messages.)
Scheduled
Action
Salesmsg
Identifies the number's carrier and what type of phone it is (landline, mobile, VoIP, or null).
Scheduled
Action
Salesmsg
Removes a tag from a contact if they have it.
Scheduled
Action
Salesmsg
Sends a new SMS or MMS text message.
Scheduled
Action
Salesmsg
Unsubscribes a contact.
Scheduled
Action
Salesmsg
Finds a person by first name, last name, email, or phone number.
Scheduled
Action
Salesmsg
Finds a Salesmsg user by first name, last name, email, or phone number.
Scheduled
Action
Salesmsg
Finds a person by first name, last name, email, or phone number.
Scheduled
Action

How Agile CRM + Salesmsg Integrations Work

Step 1: Authenticate Agile CRM and Salesmsg.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Agile CRM + Salesmsg

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.