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Agencyjoy

Connect Agencyjoy integrations

Orchestrate your client relationships by connecting Agencyjoy to Make to manage leads, proposals, and invoices in one workspace. Linking this CRM to our workflow automation tool lets you instantly convert leads into customer profiles, trigger portal updates, and sync file uploads. Create your free account today to build your first automated client lifecycle.

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Verified

Agencyjoy

This app is supported and maintained by the official vendor Agencyjoy.

Triggers and actions

Developed, supported and maintained by community users.

Watch Customers
Triggers when a new customer is created.
Trigger
Watch Lead Status
Triggers when lead status is changed.
Trigger
Watch Leads
Triggers when a new lead is created.
Trigger
Watch Updated Customers
Triggers when a customer is updated.
Trigger
Watch Updated Leads
Triggers when a lead is updated.
Trigger
Create a Customer
Creates a new customer.
Action
Create a Lead
Creates a new lead.
Action
Create Customer from Lead
Creates a new customer from a lead.
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
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Agencyjoy

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Supercharge your workflows

Optimize your sales pipeline: Integrate Agencyjoy with Make

Connect Agencyjoy to Make to automate lead imports, sync Slack notifications, and generate invoices in QuickBooks. Build custom workflows that keep your contact databases updated and save your team valuable time.

Automate lead import from any source

Connect your custom lead forms, social media ads, or landing pages directly to Agencyjoy to ensure no new prospect is missed.

Keep your contact databases in sync

Instantly update contact details across your marketing tools and other CRMs whenever info changes in Agencyjoy.

Sync team communication channels

Automatically send Slack or Microsoft Teams notifications whenever a new deal is won or a meeting is scheduled in Agencyjoy.

Streamline client onboarding and invoicing

Automatically generate contracts in PandaDoc or create invoices in QuickBooks the moment a deal is marked as won in Agencyjoy.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.