Introducing Agile CRM 2-way Contact Sync. A bridge between your favorite CRM and other business apps!

September 6, 2018
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AgileCRM Launch

Agile CRM: Sell & Market Like the Fortune 500

Agile CRM is an easy, powerful and affordable all-in-one Customer Relationship Management tool for small and medium businesses. Automate your sales and marketing in one platform and make the most of Agile’s modern features & integrations.

Are you already using Agile CRM? Which other top-of-the-line tools are you using? Your marketing team probably loves tools such as HubSpot or FullContact, while your Customer Support team might be using Zendesk or Intercom to offer an amazing customer experience. All these apps are gathering amazing customer information, the problem is that they rarely communicate with each other and as a result, you have isolated islands of data in each app.

But don’t worry! PieSync is here to help you create a bridge between Agile CRM and your other business apps.

A Powerful Syncing Solution

PieSync’s Contact Sync engine works bidirectionally, integrating more than 130+ cloud apps in real time. This means that if you add or update a contact in one app, you will have it up-to-date automatically in the other one. The best part? Thanks to the rule-based sync option, you can choose which contacts to sync and how: Sync lists, categories, tags and almost any other attribute between apps.

As of today, you can sync Agile CRM with these apps:

The app you want to connect with is not here? Don’t worry! We are adding new apps every week. Vote for your favorite one!

“Even if you have a great app, the truth is that every technology has a limit. The wonderful thing about PieSync is that it helps you overcome that limit.”- Albert Vasquez, realtor at AV Real Estate Group.

Syncing Agile CRM with Google Contacts? Check this out!

Intelligent Syncing Agile CRM

How about a creating a complex workflow between Agile CRM and Constant Contact? Here it is!

Intelligent-Syncing-Example agile

Depending on the other app you’re syncing with, you’ll see most Agile CRM fields (such as name, lastname, address, etc.) being mapped by default. Additionally, you can manually map your Agile CRM Custom Fields and any additional standard fields that aren’t included in the default mapping yet.

sync customized fields agile crm

Start your free trial today!

Benefits of using PieSync

No more import/export of your contacts

Most cloud apps work with import/export functions, which means you have to periodically remember to update your cloud apps with new data. You just have to setup your connection with PieSync once and forget about manual labor, PieSync will take care of that for you.

Save Time

With PieSync, you no longer have to spend hours eliminating duplicate contacts, making sure everything is updated, etc. PieSync automatically transfers your data, and any updates you make, in real-time, across all your connected cloud apps.

5-minute setup

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations. It does not require any installation or download. The entire syncing solution exists in the cloud.

Share accurate customer information across the different departments of your company.

Are your marketing, sales and accountancy teams working on separate platforms in data silos? Data silos are inefficient and make communication between your teams and customers difficult. If your accountancy department is using Xero and your Sales team uses a CRM, you can keep in Sync the tags, groups or any other attribute between apps to empower each app with accurate and up-to-date information.

Nothing frustrates customers more than having to repeat their story each time they have contact with your company. Which is why you need to sync your data silos together so your teams can have a 360° overview on every customer, at all times. With your sales, marketing and customer care platforms all synced together, you’ll turn the average customer into brand advocates.

Learn how to set up your Agile CRM contacts sync:

Need help to configure your connection? You can always visit our Support Center to get extra information about this connection. So what are you waiting for?

Start your free trial today!

About Claudia Martinez

Claudia helps the Marketing and Communications team to let our clients know what’s going on in PieSync by creating great content and managing our Social Media. She flew all the way from Venezuela to work with us. This retired surfer is full of energy and creativity.