+Beyond-Bot.ai + Agile CRM
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Agile CRM.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Agile CRM.
Trigger Workflows
Start automated workflows in Agile CRM based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Agile CRM.
Create Contact Or Company
Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
Create Deal
Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
Delete Contact Or Company
Permanently delete one person contact or company by numeric ID.
Delete Deal
Permanently delete one deal by its numeric Agile CRM ID.
Get Contact Or Company
Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
Get Deal
Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.
List Contacts
Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
List Deals
Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.
Update Contact Or Company
Add or replace selected properties on one person contact or company without replacing properties that are not included.
Update Deal
Partially update selected fields of an existing deal without replacing fields that are not supplied.