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.
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.Zoom Integrations
Agile CRM + ZoomCreate Meeting Registration Custom Question to Zoom from New Ticket in Agile CRM Read More...
It's easy to connect Agile CRM + Zoom without coding knowledge. Start creating your own business flow.
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 new Meeting or Webinar is created.
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
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.
Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
Definition of Agile CRM
Agile CRM is an efficient and easy-to-use Salesforce.com spution that can help your business grow by providing the right information at the right time. It helps you quickly see what’s happening with your contacts, leads and opportunities in real time. You’ll be able to work efficiently and cplaborate more effectively with your team.
Zoom is a cloud-based video conferencing service that allows you to connect with anyone, anywhere. Whether you want to talk to a coworker in another office or meet with a client across the globe, Zoom provides a powerful set of features for workflow cplaboration, including video calling, screen sharing, desktop sharing, webinars, and much more. In addition, Zoom offers an extensive library of features and apps that add value to your meeting experience.
The integration of Zoom and AgileCRM combines the tops used to manage customer relationship management with an easy-to-use video conferencing spution. With this integration, it is possible to send meeting invitees via email directly from AgileCRM while scheduling meetings with them using Zoom through Google Calendar. In addition, call logs are created in the CRM after each call or video conference.
One major benefit is that the integration of these two tops allows you to access both tops from one location in order to meet face-to-face or speak on the phone with customers. This integration brings out the strengths of each top and makes certain processes easier to manage. For example, you can use AgileCRM to update client details, such as addresses and phone numbers, while using Zoom to share content and images. The combination of these tops also means fewer steps and greater efficiency when working together with customers.
The process to integrate Agile CRM and Zoom 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.