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.
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.
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Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers when a subscription is canceled
Triggers when a new Invoice is created
Triggers when a new subscription is created
Triggers when a payment received successfully
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
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.
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
To integrate Agile CRM with Zoho Subscriptions, you need to follow the steps below:
There are certain pros that you will enjoy by integrating the two tools together:
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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