Agile CRM + SalonBridge

Agile CRM + SalonBridge integrations

Create Agile CRM contacts from new SalonBridge clients

Want to save new clients as contacts inside your Agile CRM? The SalonBridge and Agile CRM integration do this for you by sending your newly created clients to Agile CRM automatically.

When this happens...
New ClientTriggers when a new client is added in SalonBridge.
TriggerPolling
automatically do this!
Create or Update ContactUpdates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
ActionWrite

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More things you can do with SalonBridge and Agile CRM

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

New Appointment
Triggers when a new appointment is created in your SalonBridge calendar in-house, or online.
Trigger
Polling
Try It
New Close Out
Triggers when a new closeout is created in SalonBridge.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is logged inside SalonBridge.
Trigger
Polling
Try It
New Void
Triggers when a payment is voided (reversed) inside SalonBridge.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Mobile Number
- Email Address
- Birthday
- Gender
- Company
- Occupation
- Address
- City
- Notes
Action
Write

- Client ID
  Required
- First Name
- Last Name
- Mobile Number
- Email Address
- Gender
- Text Reminders
- Marketing Messages
- Birthday
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It

New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
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

New Client
Triggers when a new client is added in SalonBridge.
Trigger
Polling
Try It
New Gift Card
Triggers when a new gift card is created on SalonBridge (in house or online).
Trigger
Polling
Try It
New Retail Sale
Triggers when a new retail sale is made to a customer.
Trigger
Polling
Try It
Update Client
Triggers when a clients information is updated inside the SalonBridge console or app.
Trigger
Polling
Try It
- Client First Name
- Clint Last Name
- Client Mobile Number
- Client Email Address
- Product Name
  Required
- Barcode
  Required
- SKU
- Price
  Required
- Qty
  Required
- Discount
- Total Price
  Required
Action
Write
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- 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

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.

HelpHelp

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CRM (Customer Relationship Management)

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About SalonBridge

SalonBridge lets you manage your appointments, accept online bookings, keep track of clients, payments, reports, and client reminders from the web, or from your smartphone.

HelpHelp

Related categories

Scheduling & Booking