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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- At the end of the setup process you need to activate the zap in order for it to start working.
