Integrate Agile CRM with Zoho Subscriptions

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

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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 Subscriptions

Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.

Want to explore Agile CRM + Zoho Subscriptions quick connects for faster integration? Here’s our list of the best Agile CRM + Zoho Subscriptions quick connects.

Explore quick connects

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Connect Agile CRM + Zoho Subscriptions in easier way

It's easy to connect Agile CRM + Zoho Subscriptions 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.

  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

  • 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.

  • Create Subscription

    Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.

How Agile CRM & Zoho Subscriptions 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 Subscriptions 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 Subscriptions.

    (2 minutes)

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

Integration of Agile CRM and Zoho Subscriptions

Zoho Subscriptions is a software where you can create, manage and track your subscriptions. It has features like reports, billing details, invoices, sales history, customer payments, and more.Zoho Subscriptions integrates with Agile CRM to give you an even better experience. For example, when you integrate Zoho Subscriptions with Agile CRM, you get the following integration features:·          Reports with customer data from both Agile CRM and Zoho Subscriptions·          Email templates that you can access in Agile CRM·          Customer information like addresses, phone numbers, emails and notes that are available in Agile CRM·          Auto-population of recurring customer information from Zoho Subscriptions into Agile CRM·          Saving of leads and contacts from Zoho Subscriptions in Agile CRM·          Ability to update contact information for existing customers in Agile CRM·          Option to sync contacts from Zoho Subscriptions to Agile CRM and vice versaAgile CRM is a tool used by small and midsize businesses to manage and analyze their contact information. It has several modules to help you be organized. You can manage your leads, contacts and opportunities, set up marketing campaigns, create sales reports, create invoices, manage projects, etc.Zoho Subscriptions is an integrated subscription management tool for Zoho products. Here you can track subscriptions for your organization. You can also provide value added services like renewal reminders, customer support (chat or email), product upgrades and more.You can integrate the two above-mentioned tools to get the best of both worlds. By integrating them, you will be able to:·        Create contact records automatically in Agile CRM from Zoho Subscriptions·        Update contact records like addresses, phone numbers and notes in Agile CRM from Zoho Subscriptions·        Sync contacts from Zoho Subscriptions to Agile CRM and vice versa

    Integration of Agile CRM and Zoho Subscriptions

 To integrate Agile CRM with Zoho Subscriptions, you need to follow the steps below:

  • Log in to your Zoho account. In case you do not have one yet, then go here to create one.
  • Go to Settings > Applications > Add Application > Agile CRM > Save.
  • Add your Agile CRM credentials > Save > Done.
  • You can now see your Agile CRM contacts showing up in Zoho Subscriptions on the Contact page.
  • You can also sync contacts from Zoho Subscriptions to Agile CRM and vice versa by clicking on the "Sync Contacts" button under Account Info > Contacts > Select Contacts > Save Changes.

    Benefits of Integration of Agile CRM and Zoho Subscriptions

There are certain pros that you will enjoy by integrating the two tools together:

  • You can get all your customer information at one place thereby saving time as well as effort. Customers' information will be available in both products without having to manually update it.
  • You can save money by getting discounts on your Zoho products if you are using Agile CRM. Also, you will be able to get valuable promotions and coupons on your Zoho products if you are using Agile CRM.
  • You can create leads in Agile CRM from your existing customers in Zoho Subscriptions. This means that you can reach out to them via email marketing or any other marketing channel.

By integrating these two products together, you can eliminate the redundant tasks and get the best out of both worlds. This post gives you an overview of how to integrate them together as well as what benefits such integration will bring for your organization's sales teams and operations teams.

The process to integrate Agile CRM and Zoho Subscriptions 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm