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Kizen + Agile CRM

Integrate Agile CRM With Kizen

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Agile CRM
Sales

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.


Seamless Agile CRM Integration Made Easy With Kizen

  • Zapier

Close more deals faster by integrating Agile CRM with Kizen's marketing automations, experience cloud, and helpful dashboards. Clarify and unify your customer data to get a better idea of what your sales priorities should be.


Break down the silo between your marketing, sales, customer success, and leadership teams, unlocking the transparency, collaboration, and insights necessary to fuel growth and more amazing customer experiences. 


Popular Uses

Learn More About Potential Applications For This Integration:

Qualify, Assign, And Route Leads Intelligently

Kizen will qualify, assign, and route your leads to the appropriate team member in Agile CRM. Once complete, Kizen will also seamlessly hand-off all the most important data to the Agile CRM.

Leverage Valuable Marketing Data To Help Your Sales Team

Kizen's Customer Data Platform tracks and stores valuable interaction data. When potential customers take the appropriate actions with the intent to buy, easily alert your sales rep in Agile CRM.


Ensure Your Agile CRM Opportunities Receive Personalized Content

Kizen's Marketing Cloud can integrate directly with your Agile CRM custom records. Enable your sales team to easily trigger personalized and relevant marketing content and campaigns from inside Agile CRM. 

Sync Sales Activity Data From Agile CRM For Accurate Business Intelligence

Integrating Kizen's Business Intelligence Cloud offers excellent insights for your teams. In addition, ensure the reporting of real-time, accurate metrics from all of your organizational ecosystem tools, creating a unified authority for all of your data.


Hand-off New Clients To Your Customer Success Team On Kizen

Take advantage of Kizen's Experience Cloud by integrating all of your pre-sale and current customer data from Agile CRM. This integration allows your customer success teams to stay informed, prompt onboarding sequences, and drive customer adoption as soon as the deal is closed.


Automate Time Consuming Administrative Tasks

Many manual tasks, such as scheduling calls, driving proposal and contract workflows, or automatically following-up after Agile CRM tasks have been logged can all be automated with the help of Kizen. If your Agile CRM team is lacking administrative guidance, Kizen's dynamic automations allow you to drive personalized, fulfilling, and ultimately better sales experiences quickly and easily. 


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