Integrate Agile CRM with Zoho People

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

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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 People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

Zoho People Integrations
Zoho People Alternatives

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

  • Breezy HR Integration Breezy HR
  • People HR Integration People HR

Best Agile CRM and Zoho People Integrations

  • Agile CRM Integration Agile CRM Integration

    Zoho People + Agile CRM

    Add Score to Contact in Agile CRM when New Record is created in Zoho People Read More...
    Close
    When this happens...
    Agile CRM Integration New Record
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Agile CRM Integration Agile CRM Integration

    Zoho People + Agile CRM

    Add Event in Agile CRM when New Record is created in Zoho People Read More...
    Close
    When this happens...
    Agile CRM Integration New Record
     
    Then do this...
    Agile CRM Integration Add Event
  • Agile CRM Integration Agile CRM Integration

    Zoho People + Agile CRM

    Create Company to Agile CRM from New Record in Zoho People Read More...
    Close
    When this happens...
    Agile CRM Integration New Record
     
    Then do this...
    Agile CRM Integration Create Company
  • Agile CRM Integration Agile CRM Integration

    Zoho People + Agile CRM

    Create or Update Contact to Agile CRM from New Record in Zoho People Read More...
    Close
    When this happens...
    Agile CRM Integration New Record
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Agile CRM Integration Agile CRM Integration

    Zoho People + Agile CRM

    Create Deal to Agile CRM from New Record in Zoho People Read More...
    Close
    When this happens...
    Agile CRM Integration New Record
     
    Then do this...
    Agile CRM Integration Create Deal
  • 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 People in easier way

It's easy to connect Agile CRM + Zoho People 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 Record

    Triggers every time a record is added in a specific form.

    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.

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

How Agile CRM & Zoho People 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 People 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 People.

    (2 minutes)

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

Integration of Agile CRM and Zoho People

Agile CRM is the next generation customer relationship management (CRM. application built for mobile devices. It offers a comprehensive spution for CRM and marketing automation. It has an intuitive user interface that makes it easy to create, update and manage customer information and relationships.

Zoho People is a cloud-based enterprise resource planning (ERP. software that helps businesses manage customer relations, sales and marketing, hiring, payrpl, inventory, and accounting.

Integration of Agile CRM and Zoho People is done using Zoho API, which lets you integrate Agile CRM with Zoho People. Integration can be done in the fplowing ways:

  • Create new leads in Zoho People when a person is added to one of your contact lists in Agile CRM. You can also import data from Zoho People into Agile CRM when the lead is converted to a contact.
  • Update existing leads in Zoho People whenever their status changes in Agile CRM. For example, when a lead is converted to a contact in Agile CRM, Zoho People is updated with the data about that contact.
  • Export contacts from Agile CRM to Zoho People whenever they are created or updated in Agile CRM. In addition to creating or updating contacts, you can populate the custom fields of these contacts with information from the corresponding lead record in Agile CRM.
  • Automatically assign leads from Agile CRM to one of your contacts in Zoho People by using the Assigned To Contact field.
  • Send email templates to your contacts in Zoho People when they trigger an event in Agile CRM. The event triggers a notification to be sent to all the contacts listed in the event.
  • Send a bulk email to your contacts in Zoho People using templates created in Agile CRM.
  • Use the Sales Pipeline feature of Agile CRM to create recorded calls in Zoho Voice. This feature allows you to record calls and schedule them as tasks in Zoho People. When you create a new task, the call recording is attached to that task automatically. As you progress through the task, you can add notes about the call and update the task as necessary. You can also attach documents to the task from either Agile CRM or Zoho People. The Sales Pipeline feature is available only with AgileCRM Plus Edition.
  • Use the Group Calls feature of Agile CRM to schedule calls from multiple contacts simultaneously to your business phone number or mobile phone number. Group calls are specified by the caller ID, so all of your contacts will appear on your caller ID when you receive group calls. Group calls are supported by most VoIP providers, including Ooma Office and Vonage Business VoIP service. If you do not use any of these services, you can use an app like Google Voice to make and receive group calls. This feature is available only with AgileCRM Plus Edition.
  • Use the Call Queues feature of Agile CRM to send outbound emails to people who have not responded to your outbound email campaigns within a specified period of time. A call queue includes a list of people with whom you want to communicate. You can then create an outbound campaign for every person in that queue and specify how many times you want each campaign to be sent out before it is deactivated. Once an outbound campaign is activated, it will send out emails to everyone on the list until all recipients respond or until it is deactivated manually by an admin user with appropriate permissions. This feature is available only with AgileCRM Plus Edition.

The process to integrate Agile CRM and Zoho People 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.