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Agile CRM

Agile CRM

to use agile crm with casper, just text and ask — casper will handle the connection from your thread.


description

Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.

what casper can do

  • 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.

often used together