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Zoho Connect + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

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.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Zoho Connect + Agile CRM

  • Zoho Connect Agile CRM

    Zoho Connect + Agile CRM

    Add Score to Contact in Agile CRM when New Mention is created in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Agile CRM Add Score to Contact
  • Zoho Connect Agile CRM

    Zoho Connect + Agile CRM

    Add Event in Agile CRM when New Mention is created in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Agile CRM Add Event
  • Zoho Connect Agile CRM

    Zoho Connect + Agile CRM

    Create Company to Agile CRM from New Mention in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Agile CRM Create Company
  • Zoho Connect Agile CRM

    Zoho Connect + Agile CRM

    Create or Update Contact to Agile CRM from New Mention in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Agile CRM Create or Update Contact
  • Zoho Connect Agile CRM

    Zoho Connect + Agile CRM

    Create Deal to Agile CRM from New Mention in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Agile CRM Create Deal
  • Zoho Connect {{item.actionAppName}}

    Zoho Connect + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Connect + Agile CRM in easier way

It's easy to connect Zoho Connect + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • 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.

    Actions
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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.

How Zoho Connect & Agile CRM Integrations Work

  1. Step 1: Choose Zoho Connect 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 Agile CRM 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 Zoho Connect to Agile CRM.

    (2 minutes)

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

Integration of Zoho Connect and Agile CRM

Nowadays, business is quite competitive. Small and medium-sized enterprises are facing a lot of challenges such as competition, price wars, and lack of customers’ trust.

The process of new customer acquisition is becoming longer and more complicated. It takes a lot of time and money to attract new customers.

In order to make the process of attracting new customers easier, one needs to use modern technpogies. One of the most popular CRM systems is Zoho Connect from Zoho. It’s easy to use and has many useful features. The main goal of this system is to help companies to recruit new clients and manage their relationships.

Integration of Zoho Connect with Agile CRM is one of the most effective sputions for SMEs (Small and Medium Sized Enterprises. The feature called “Zoho Connect - Smart Forms” allows any businesses to do it.

Besides, due to various integrations, it’s possible to create a simple web site or a mobile application on which customers can find necessary information about the company and its products.

Integration of Zoho Connect and Agile CRM

One can integrate Zoho Connect with Agile CRM in several ways. The most convenient way is to use the functionality "Zoho Connect - Smart Forms". It allows the user to create web forms and send them via email or text message.

After that the form is filled in by the customer and sent back to the company. Using this integration, it’s possible to achieve both marketing and sales goals of the company. Thus, a company can get new leads or convert current ones into actual customers.

To use this feature, one needs to simply sign up for the Smart Forms service in Zoho Connect. After that, one can make an integration with Agile CRM free of charge.

Benefits of Integration of Zoho Connect and Agile CRM

It’s possible to use Zoho Connect - Smart Forms for various purposes. For example, a company can create a web form on its website and ask potential customers to fill it out. This will allow them to get more information about the company. Thus a company can get a better understanding of what clients need and how they want to be communicated with in the future. In addition, they will get more information about potential customers and their preferences. This information will be useful during business negotiations with them. Besides, creating a form on a website allows people to receive necessary information and take some actions at any moment, thus increasing conversion rates. For example, if a person is interested in the company's services, he/she can find information about it on the website. If everything is interesting for him/her, he/she can send an inquiry to the company and call the contact number via smart form in his/her mobile phone immediately afterwards. In other words it's rather convenient for a potential customer to fill out a smart form on his/her computer and call a sales representative later if it's necessary. This approach helps businesses to increase their sales by making sales less dependent on their staff availability during working hours. Besides, it makes it possible for companies to give their employees more freedom because they won't have to be present at work all day long. Smart Forms is not only useful for SMEs but also for big businesses that can't spare resources for filling out forms manually. To sum up, it's necessary to mention that using this feature will help businesses to get more leads and increase their sales at the same time. In addition, it will improve their image among customers.

The process to integrate Zoho Connect and Agile CRM 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.