Integrate Agile CRM with Zoho Projects

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

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

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Agile CRM Integrations

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 Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Agile CRM + Zoho Projects Quick Connects

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

Explore quick connects

Connect Agile CRM + Zoho Projects in easier way

It's easy to connect Agile CRM + Zoho Projects 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 Bug

Triggers when a new bug/issue is created.
New File

Triggers when a new file is added.
New Log Time

Triggers when a new log-time is created.
New Milestone

Triggers when a new milestone is created.
New Project

Trigger when a new project is created.
New Task

Triggers when a task is created or completed.
New Task List

Triggers when a new tasklist is created.

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.
Add Log Time

Creates a new log time.
Create Bug

Creates a new Bug.
Create Milestone

Creates a new Milestone.
Create Project

Creates a new Project.
Create Task

Creates a new Task.
Create Task List

Creates a new Task List.
Update Project

Updates existing project.

How Agile CRM & Zoho Projects Integrations Work

Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Zoho Projects as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Agile CRM to Zoho Projects.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.