Integrate Agile CRM with 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.

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