How to integrate Agile CRM with Magento 2

agile
crm,
Magento
2

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 that 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.

How to integrate Agile CRM on Magento 2

To integrate Agile CRM

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the Agile CRM account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate Agile CRM for your Magento 2 store

Step 1: Sign up the Zapier account

Step 2: Sign up the Agile CRM account

After logging into Zapier, choose Make a Zap to start integrating

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Step 3: Integrate Magento 2.x

  • In this step, choose Magento 2.x so that Zapier can get all data from your store.

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  • Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

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  • After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

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  • After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

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  • Wonderful! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate Agile CRM

  • In Choose an Action App field, choose Agile CRM and click on Continue.

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  • The next step, you need to choose one of the options in drop-down list of Select Agile CRM Action field. After selecting, click on continue.

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  • 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 username, API Key or Password and Domain that is required on that page, then click on Yes, Continue.

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  • Next, you have to set up Agile CRM Contact. Now, please enter all required fields on page, then choose continue box.

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  • Wow, you have tested Agile CRM sucessfully. Finally, choose Finish and set the name your zap to complete.

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  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

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  • After all, you have just done the integration and the image below is the result:

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  • Now, you have just integrated Agile CRM with Magento 2.

Good luck!

It comes to the end of tutorial: How to integrate Agile CRM with Magento 2.

Please leave comments if you have any questions, feedbacks.

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