Integrate Agile CRM with Zoho Mail

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

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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 Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

Zoho Mail Integrations
Zoho Mail Alternatives

Looking for the Zoho Mail Alternatives? Here is the list of top Zoho Mail Alternatives

  • Gmail Integration Gmail
  • Microsoft Outlook Integration Microsoft Outlook

Best Agile CRM and Zoho Mail Integrations

  • Agile CRM Integration Zoho Mail Integration

    Agile CRM + Zoho Mail

    Send Email in Zoho Mail when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Mail Integration Send Email
  • Agile CRM Integration Zoho Mail Integration

    Agile CRM + Zoho Mail

    Send Email in Zoho Mail when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Zoho Mail Integration Send Email
  • Agile CRM Integration Zoho Mail Integration

    Agile CRM + Zoho Mail

    Send Email in Zoho Mail when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    Zoho Mail Integration Send Email
  • Agile CRM Integration Zoho Mail Integration

    Agile CRM + Zoho Mail

    Send Email in Zoho Mail when New Tag to Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Tag to Contact
     
    Then do this...
    Zoho Mail Integration Send Email
  • Agile CRM Integration Zoho Mail Integration

    Agile CRM + Zoho Mail

    Send Email in Zoho Mail when New Task is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Task
     
    Then do this...
    Zoho Mail Integration Send Email
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

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

It's easy to connect Agile CRM + Zoho Mail 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 Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

    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.

  • Send Email

    Draft and send a new email message.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & Zoho Mail 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 Mail 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 Mail.

    (2 minutes)

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

Integration of Agile CRM and Zoho Mail

This article shall discuss Agile CRM and Zoho Mail with regards to how they can be integrated.

    What is Agile CRM?

Agile CRM, developed by AgilePoint, is a customer relationship management software that allows companies to manage their relationships with their customers. It allows clients to view a complete history of their interactions with the company, enabling them to adjust approaches based on previous successes and failures. It also provides an automated means of communication so that companies can automatically follow up with clients based on specific criteria that have been set by the client or the company.

    What is Zoho Mail?

Zoho Mail is a web-based email service which offers features such as free and paid storage, automatic sorting of bulk emails, and encryption options to ensure privacy. It also allows users to create filters for incoming mail so that users may designate certain mail as read immediately when it arrives in their inboxes.

These two products can be integrated so that companies can communicate with their customers through Zoho Mail. Companies can also choose to have their marketing campaigns sent out through both Zoho Mail and Agile CRM so that they may gather information regarding how effective a campaign is and how likely it is to be converted into sales of their services or products.

    Integration of Agile CRM and Zoho Mail

Companies can integrate these two tools to enable easier communication between themselves and their customers. This will allow them to more easily and accurately manage their customer relationships and will allow them to make adjustments based off previous communications with the customer which may have been successful or unsuccessful. The integration will also allow for automated communication between the company and the customer based off specific criteria that has been set by the company or the client. For example, if a company wishes to send out a marketing campaign to its customers, they can use Zoho Mail to automatically send a message out to all of its customers who are interested in receiving more information about the campaign.II. Benefits of Integration of Agile CRM and Zoho Mail

Companies will be able to adjust their methods of communication with their customers based off previous interactions with the customer. This allows companies to change strategies when they fail and will make their future attempts more successful. Companies will also be able to automate communication between themselves and the customer by using Zoho Mail as a delivery tool for messages from the company. This will allow companies to save time and resources that would otherwise be spent manually sending out these messages.

The process to integrate Agile CRM and Zoho Mail may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.