Agile CRM and Dashly integration

Q: Why is Albato the best alternative to Zapier for integrating Agile CRM and Dashly?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Agile CRM and Dashly. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Agile CRM and Dashly, Albato is the way to go!

Connect Agile CRM and Dashly effortlessly with Albato, the platform that simplifies the integration and automation of your business apps. Albato allows you to create seamless workflows between Agile CRM and Dashly without needing deep technical skills, thanks to its intuitive automation builder. This builder functions on the principle of triggers and actions: triggers are events that set off an automation, while actions are the tasks executed as a result of the trigger. For instance, you could establish an integration where a "Create Contact" event in Agile CRM (trigger) leads to an "Assign conversation" action in Dashly (action). This means every time a new contact is created in Agile CRM, a corresponding conversation is automatically assigned to an operator in Dashly, ensuring immediate and personalized communication with your prospects. This integration not only streamlines the process but also enhances customer engagement by connecting your CRM and communication platform.

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How Albato works

With Albato, you can easily integrate Dashly with Agile CRM using an intuitive no-code builder. Whether you want to sync Dashly with Agile CRM or connect Dashly to Agile CRM, our platform makes it simple.

How to Connect Agile CRM to Dashly

Create powerful Agile CRM integration with Dashly in just a few simple steps.

STEP 1

Connect Agile CRM to Dashly

To connect Dashly to Agile CRM, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Agile CRM with Dashly with just a few clicks!

Agile CRM

Select a Trigger

STEP 2

Create workflow for Dashly and Agile CRM integration

Decide what happens when you sync Agile CRM with Dashly—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Agile CRM with Dashly data

Select which data to transfer when you integrate Dashly with Agile CRM—customize how your apps exchange information.

Synс data

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Triggers and actions for Dashly and Agile CRM integration

In Agile CRM and Dashly integration triggers start workflows when something happens, while actions make changes in response.

Triggers 9

Create Deal (beta)

Triggers

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Update Deal (beta)

Triggers

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User started conversation

Triggers

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Custom event

Triggers

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Actions 15

Create Contact

Actions

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Create Company

Actions

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Reply in a conversation

Actions

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Assign conversation

Actions

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Make your integration smarter with AI

Enhance your Dashly and Agile CRM integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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Connect Agile CRM to Dashly to link essential parts of your business

When you connect Agile CRM to Dashly, you can automate processes for any business size or industry. Here's how different companies integrate Agile CRM with Dashly using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Dashly integration with Agile CRM

Agile CRM

With Agile CRM's flexible API and Albato's powerful integration capabilities, it's now simpler than ever to connect Agile CRM with over 600+ applications, enhancing your CRM experience with a broad array of functionalities ranging from e-commerce and email marketing to accounting and social networking. By integrating Agile CRM via Albato, you unlock the potential to automate and streamline workflows across a wide range of applications such as WooCommerce, Email, MailChimp, QuickBooks Online, Shopify, Outlook, Google Contacts, and LinkedIn. This seamless integration allows you to effortlessly automate actions like adding contacts to campaigns, scoring and tagging contacts, creating events, tasks, tickets, deals, companies, and contacts within Agile CRM. Triggers such as contact and deal updates or creations activate these actions, ensuring real-time synchronization and efficiency across your business tools.

Dashly

Leverage the power of Dashly integration via Albato to connect with over 600 popular applications, transforming your communication and user management processes. With Dashly's API, integrating with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace becomes seamless. Automate actions such as listing operators, assigning conversations, and replying within conversations directly through Dashly. Utilize triggers like UTM parameters detection, email or phone changes, custom events, and user-initiated conversations to enhance engagement and streamline communication workflows. This integration not only simplifies connectivity but also amplifies the efficiency of handling user interactions across platforms.

Learn how to connect Dashly to Agile CRM

Agile CRM

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Frequently asked questions about Agile CRM and Dashly Integration

Why is Albato the best alternative to Zapier for integrating Agile CRM and Dashly?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Agile CRM and Dashly. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Agile CRM and Dashly, Albato is the way to go!

Does Agile CRM integrate with Dashly on the free plan?

Yes, you can integrate Agile CRM with Dashly using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Dashly and Agile CRM integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Agile CRM Dashly integration at no cost.

How to connect Dashly to Agile CRM for scheduled syncs?

To sync Dashly with Agile CRM on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Agile CRM integration with Dashly seamless and tailored to your specific needs.

Does Agile CRM integrate with Dashly in real time?

Yes, Agile CRM integrates with Dashly in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Agile CRM integration with Dashly instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Agile CRM and Dashly integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Dashly integration with Agile CRM, ensuring your workflows operate according to your requirements.

How to connect Agile CRM to Dashly?

Setting up an integration between Agile CRM and Dashly on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Agile CRM and Dashly from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Agile CRM (the trigger) that will cause an action in Dashly, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Agile CRM and Dashly, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Agile CRM and Dashly, automating your workflows and saving you time.

How to connect Agile CRM to Dashly to sync historical data?

To sync Agile CRM with Dashly and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Dashly integration with Agile CRM, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Dashly to Agile CRM for two-way synchronization?

To integrate Dashly with Agile CRM for two-way synchronization, Albato uses a system of triggers and actions. You can link Agile CRM to Dashly by setting up two separate automations. The first automation sent data from Agile CRM to Dashly. For instance, when a record is created or updated in Agile CRM, the automation ensures the changes are reflected in Dashly. The second automation works in reverse, updating Agile CRM when changes occur in Dashly.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Dashly Agile CRM integration and keeps your data consistent across both platforms.

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Agile CRM and Dashly integration

Trusted by over 110,000 users

How Albato works

How to Connect Agile CRM to Dashly

Connect Agile CRM to Dashly

Create workflow for Dashly and Agile CRM integration

Sync Agile CRM with Dashly data

Integrate Agile CRM with Dashly now!

Triggers and actions for Dashly and Agile CRM integration

Create Deal (beta)

Update Deal (beta)

User started conversation

Custom event

Create Contact

Create Company

Reply in a conversation

Assign conversation

Make your integration smarter with AI

Start with Agile CRM and Dashly integration templates!

Integrate Dashly with Agile CRM to harness the power of automation!

Connect Agile CRM to Dashly to link essential parts of your business

Never miss a lead or deal again!

Dashly integration with Agile CRM

Agile CRM

Dashly

Learn how to connect Dashly to Agile CRM

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Frequently asked questions about Agile CRM and Dashly Integration

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