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Mailpro Integrations > CRM > Agile CRM

Agile CRM INTEGRATION WITH MAILPRO™


AVAILABLE TRIGGERS

New Contact

New Tag to Contact

New Ticket

New Deal

New Event

New Task

Changed Deal Milestone

Changing Any Deal Milestone)

AVAILABLE ACTIONS

Add/Update Subscriber

Create Email Campaign

Send Email Campaign

Unsubscribe Email

Add Subscriber to TAG

Create Contact

Create Ticket

Create Task

Create Company

Create or Update Contact

Add Note

Add to Campaign

Add Tag to Contact

Add Score to Contact

Add Event

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.

FEATURES

This zap can help by automatically sync your contacts between Agile CRM and Mailpro, reducing the time you spend on manual data entry. You can even add tags to your contacts so you can sort, filter, segment, and target them more efficiently.

Here are some ways to use Agile CRM with Mailpro:

You can add/update new Agile CRM contact to Mailpro. You can add Tags to contact in Agile CRM and reflect that change in Mailpro as well. Send new Agile CRM contact a welcome email from Mailpro. Add new Agile CRM contact to your Mailpro email newsletter.

SETUP

In order to use Mailpro with Agile CRM through Zapier you are required to have a Mailpro account, a Zapier account, and of course an  Agile CRM account to make a successful connection with Mailpro. The Agile CRM account needs administrator permissions and be a paid account.

  1. The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
    Setup Agile CRM 1
  2. After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for Agile CRM to start a Trigger event that will execute an Action in Mailpro.
  3. First you will need to select the Trigger event in Agile CRM, and then you will be asked to Sign in to Agile CRM and grant access to your account by providing an API Key (in your Agile CRM account settings look for the API & Analytics tab), in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Agile CRM 2
  4. After you sign in to Agile CRM you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
  5. Setup Agile CRM 3
  6. Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Agile CRM 4
  7. After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
  8. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link:
Accept the invitation

Mailpro

ABOUT MAILPRO

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com


Zapier

ABOUT ZAPIER

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

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