Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.Zoho CRM Integrations
Agendor + Zoho CRMAdd Attachment in Zoho CRM when New Person is created in Agendor Read More...
Agendor + Zoho CRMCreate/Update Lead to Zoho CRM from New Organization in Agendor Read More...
It's easy to connect Agendor + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a Deal (Negócio) is set as lost.
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Triggers when a Deal (Negócio) is set as won.
Triggers when a new Deal (Negócio) is created.
Triggers when a new Organization (Empresa) is created.
Triggers when a new Person (Pessoa) is created.
Triggers when a new Task (Tarefa/Comentário) is created.
Triggers when a Deal (Negócio) is edited
Triggers when an Organization (Empresa) is edited.
Triggers when a Person (Pessoa) is edited.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Agendor is an IT product company based in India. It develops products that are used in the process of project planning, which helps to optimize business processes. These products are also used by organizations for sales force automation.
Zoho CRM is a cloud-based spution that is offered by Zoho Corporation. The software allows users to send emails, create documents, track the progress of projects, customer relationship management, and manage online support requests. It has features like email marketing, lead generation form builder, tracking tasks, sending reminders, managing campaigns. The interface of the application resembles Microsoft Office.
Integration of Agendor and Zoho CRM can be done using Appy Pie Connect. At present, this feature is only available with the paid plans of Zoho CRM. The free version of Zoho CRM does not provide integration with any other software. Users can integrate Agendor and Zoho CRM to sync data between two applications. Integration also provides users with an option to create new entries as well as update existing ones. If users want to delete data from either application, they will have to do it manually.
Integration of Agendor and Zoho CRM provides the fplowing benefits:
Access to both applications at one place. When companies use Agendor and Zoho CRM, they can access both these applications at one place. It makes it easier to manage all business data from one interface. There is no need to install multiple applications on a computer or mobile device to use multiple products. This integration makes it easy for the user to search for information and gain quick access to it. High productivity. Integration of Agendor and Zoho CRM increases the productivity of employees. Employees can access the information they need at one place instead of having to use multiple applications. One can easily track data that is related to multiple clients and projects using this integration feature. Easy communication. Integration of Agendor and Zoho CRM improves communication among employees and clients. Instead of using multiple communication channels, users can now use one communication channel for all communication needs. So, there is no need for duplicate work regarding communication activities. Easy transfer of data. Users can easily transfer data from one application to another as long as both applications are integrated with each other through Appy Pie Connect. In fact, users can choose the types of data that they want to transfer from one application to another. This makes it easier for users to complete their work without much effort. Improved productivity. When there is a need to perform a task in multiple applications, integration of Agendor and Zoho CRM ensures that productivity levels remain high among employees. Employees do not have to worry about carrying out separate tasks in multiple applications because all the information they need is accessible from one application. One can easily compare data from multiple applications as well as view reports from different applications in a single interface. Data security. Integration of Agendor and Zoho CRM helps in securing data from unauthorized access. As long as users have authorized access, they can view all the information from various applications at one place instead of accessing data from multiple sources. Easy addition/removal of users. When a user leaves a company or a department within a company, then there is no need to remove that user from different applications because he/she has already been removed from one application via integration between Agendor and Zoho CRM. The same goes for adding new users; an administrator does not have to add the same user in multiple applications; he/she has only to add him/her in one application, which will automatically reflect on all other integrated applications.
The process to integrate Agendor and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.