Do you know the great benefits that Agile CRM brings to your store? So, how to integrate Agile CRM with Magento 2 store? This is a question for which many people are looking for answers.
In this article, we will help you answer the question how to integrate Agile CRM with Magento 2.
Agile CRM is a customer relationship management solution that offers great user experiences through its simple web interface. It includes great functionality for e-commerce stores such as sales tracking, contact management, marketing automation, web analytics, and helpdesk with a clean and modern interface.
Another great feature, Agile CRM allows users to record and access customer data to analyze all customer behaviors. From that, it enables marketers to create smart and logical marketing processes to reach customers quickly.
This is a great module that you can’t ignore. Try integrating Agile CRM with your Magento store to experience the best features.
After logging into Zapier, choose
Make a Zap to start integrating
Magento 2.xso that Zapier can get all data from your store.
select Magento 2.x Triggerfield and click on
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
Save + Continue.
Choose an Action Appfield, choose
Agile CRMand click on
Select Agile CRM Actionfield. After selecting, click on
Then, you need to
select Agile CRM account. Please click on
Connect an Account.
This time, your screen will display as an image below. Next, please enter
API Key or Password and
Domain that is required on that page, then click on
set up Agile CRM Contact. Now, please enter all required fields on page, then choose
Agile CRMsucessfully. Finally, choose
Finishand set the
name your zapto complete.
It comes to the end of tutorial: How to integrate Agile CRM with Magento 2.
Want to apply these above Invoice templates for your store?