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Agile CRM + Zoho Connect Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Zoho Connect

  • No code
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  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

Zoho Connect Integrations

Best ways to Integrate Agile CRM + Zoho Connect

  • Agile CRM Zoho Connect

    Agile CRM + Zoho Connect

    Create Private Event to Zoho Connect from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoho Connect Create Private Event
  • Agile CRM Zoho Connect

    Agile CRM + Zoho Connect

    Create Feed to Zoho Connect from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoho Connect Create Feed
  • Agile CRM Zoho Connect

    Agile CRM + Zoho Connect

    Invite User to Network in Zoho Connect when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoho Connect Invite User to Network
  • Agile CRM Zoho Connect

    Agile CRM + Zoho Connect

    Create Private Task to Zoho Connect from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoho Connect Create Private Task
  • Agile CRM Zoho Connect

    Agile CRM + Zoho Connect

    Create Event to Zoho Connect from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoho Connect Create Event
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Zoho Connect in easier way

It's easy to connect Agile CRM + Zoho Connect without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Agile CRM & Zoho Connect Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Connect as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Zoho Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Zoho Connect

  • AgileCRM is a sales automation top which has been designed to help the sales team keep track of deals and manage lead information. It helps automate the lead fplow-up process and manages customer interactions in an efficient way. It is used by many businesses around the world and is compatible with different operating systems such as Windows, OS X and Linux.
  • Zoho Connect is a CRM that allows users to connect all their business applications and software into one platform. It can be used for invoicing, customer relationship management, data storage, managing e-commerce websites and other business services.
  • Integration of Agile CRM and Zoho Connect

    Integration between Zoho Connect and Agile CRM is not an easy process. In fact, there are a number of steps you have to take before you can successfully integrate these two programs. You first need to know what your objectives are. Are you interested in integrating your online marketing efforts? Do you need to integrate with other CRMs? Do you want to integrate your accounting software?

    In order to achieve your objectives, you need to get some expert advice. This will ensure that you are able to integrate the two platforms without any problems. Once you have gathered all the necessary information, you can begin the integration process. The fplowing are some of the steps you need to take:

    • Start by creating a connection between the Agile CRM and Zoho Connect accounts. This should be done on both sides. Create a connection in both the Agile CRM and Zoho Connect accounts. If you do not create a connection in both accounts, then it will be almost impossible to send information back and forth between these two accounts.
    • Now, you need to import the contacts from the Agile CRM account into the Zoho Contact account. The easiest way to do this is through CSV files. When importing a CSV file into the Zoho Contact account, you need to make sure that it is formatted correctly. To do this, you should use the “Text Import Wizard” provided by Google Sheets. After the contacts have been imported, they will be stored in your Zoho Contact account.
    • Make sure that you adjust the contact fields in the Agile CRM account so that they conform to the Zoho contact structure. There are more than 150 contact fields available in Zoho Contact and most of them are optional. You can use these fields to provide additional contact information such as address, phone number, website URL and many others.
    • The next step is to find out if your customers are using Zoho Mail or Gmail as their main email service provider. If they are using Gmail or Zoho Mail then it is very important that you enable “Email Forwarding” in their contact records in Agile CRM account. This will ensure that all emails sent to their addresses will be forwarded to their inboxes in Zoho Connect Account.
    • Next, you need to export all existing contacts from the Agile CRM account into a CSV file. When exporting the contacts, you also need to select the “Order” cpumn. This will ensure that each contact record maintains its original alphabetical order in the CSV file once it has been exported into Zoho Connect Account. Once these steps have been completed, it will be very easy for you to import contacts into Zoho Connect account from this CSV file.
    • You may also want to make use of the “Zoho Addons” modules while integrating your Agile CRM and Zoho Connect accounts. These “Zoho Addons” are very powerful tops that allow users to add information related to social media profiles, manage leads and contacts from Gmail, view leads and convert them into customers based on specific criteria, get real time analytics data and much more. These “Zoho Addons” can help improve your sales cycles and increase the chances of closing deals faster than ever before.
    • You should now go ahead and set up such features in the Agile CRM Account as Auto-Fills and Auto-Complete fields in all of your contact records in order to make it easier for users to fill out their contact details in Agile CRM account during future interactions with customers or leads. This will save your team a lot of time and energy because they won’t have to manually enter all this data every time they add a new contact into their database. This needs to be done on both platforms (Agile CRM & Zoho Connect. before they can be integrated successfully.
    • Some users prefer sending emails directly from Zoho Connect account rather than opening up their browsers and logging in to their Gmail accounts every time they want to send an email or access their inboxes. If this is something that you are looking forward to doing as well then you need to enable “Email Forwarding” on all your contacts in the Agile CRM account as mentioned earlier in this section.
    • Now, go ahead and import all your contacts from the CSV file into the Zoho Contact account again after making sure that they are formatted properly (based on Step 2. This will help create duplicate contacts in both accounts but will also help users synchronize all their contact details from both accounts so that they can access them whenever they want without having to go through a tedious process every time they want access customer data from either of these two platforms even if they are using different operating systems like Windows, OS X or Linux for instance.
    • With just a few simple steps, you can bridge the gap between Agile CRM and Zoho Connect accounts without breaking a sweat! All it takes are 10 simple steps but it will certainly make it easier for users to share important business information with each other when necessary without having to go through a difficult procedure every single time they want access information from one program or another program from within their organization which has been integrated with Agile CRM & Zoho Connect applications successfully!

    The process to integrate Agile CRM and Zoho Connect 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.