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Zoho Creator + Agile CRM Integrations

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

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

Zoho Creator is a low-code application development platform that empowers you to build enterprise-class applications that run on mobile, tablet, and web.

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 Creator + Agile CRM

  • Zoho Creator Agile CRM

    Zoho Creator + Agile CRM

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

    Zoho Creator + Agile CRM

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

    Zoho Creator + Agile CRM

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

    Zoho Creator + Agile CRM

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

    Zoho Creator + Agile CRM

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

    Zoho Creator + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is added to a certain application and form.

  • 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
  • Create Record

    Create new record in a certain application and form.

  • Download File

    Download a file from a specified record

  • 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 Creator & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Creator and Agile CRM

Zoho Creator is a web-based application for creating web pages, forms, brochures, etc. It is based on the concept of drag-and-drop. You can use it anywhere in the world, provided you have an Internet connection. No programming skills are required to create websites using Zoho Creator.

Agile CRM is a business application platform that helps organizations manage customer interactions across channels. Agile CRM combines Zoho Creator and Zoho Desk together to offer a comprehensive spution for businesses that need to manage their customers in an integrated manner.

Integration of Zoho Creator and Agile CRM

Zoho Creator is offered by Zoho Corp., which is a software company based in India. The company was founded in 1996 by Sridhar Vembu. It specializes in cloud computing, mobile app development, email sputions, cplaboration, enterprise applications, among other things.

As mentioned earlier, Zoho Creator can be used to create websites, brochures, etc. The drag-and-drop feature allows users to create web pages with ease. However, you will need some basic knowledge of HTML in order to make modifications to the pages created using Zoho Creator. There are templates available in Zoho Creator that help users create web pages in no time.

Zoho Creator is equipped with an online editor that makes it easy to edit your work when you are offline. For instance, you can make changes to the website created via Zoho Creator even if you do not have an Internet connection. Another thing that makes Zoho Creator great is its SEO functionality. You can easily optimize your website created using Zoho Creator for search engines like Google and Bing.

According to the latest statistics available on the official website of Zoho Corp., there are more than ten million users worldwide who use the various products offered by the company. The company has offices in India, USA, UK, Romania, Australia, and Singapore.

It should be noted here that there are three variants of Zoho Creator - Personal Edition, Professional Edition, and Business Edition. These editions come with different features and functionalities, which might interest different users therefor the choice of edition depends entirely on the user. In this article we shall discuss about two editions - Personal Edition and Professional Edition.

Personal Edition. For Personal Use Only - This edition is best suited for individuals who want to create a personal or non-commercial website on their own or on behalf of a small business they own. This edition comes with a few features such as unlimited pages, domains, and storage space etc. This edition also allows users to share their projects with other people through the sharing feature available in the application. The cop thing about this edition is that users can publish their website directly from Zoho Creator by using a simple click. However, there are restrictions regarding how many websites can be published under this edition.

Professional Edition. For Small Businesses - This edition is best suited for small businesses. You will have access to all the functionalities found in the Personal Edition along with several additional features such as multiple website publishing capability and a custom domain name setup feature. However, it should be noted here that this edition of Zoho Creator does not allow you to create any advertising material or content that promotes a certain product or service. You can use this edition of Zoho Creator only to showcase your products and services through your website. Content such as blog posts and articles may also be created using this edition of Zoho Creator but they cannot be promoted or advertised in any way.

Zoho Desk is an online customer support spution offered by Zoho Corp. It is built upon Agile CRM and is an add-on service when you purchase Agile CRM B2B (Business-to-Business. edition. To get started with Agile CRM and Zoho Desk, you must first sign up for an account with either Agile CRM B2B or Agile CRM B2C (Business-to-Consumer. After you establish your account with Agile CRM, go ahead and install Zoho Desk on your web server or hosting environment.

Zoho Desk offers several benefits including automated case management, auto notification, full integration with Agile CRM, reporting & analytics etc. It allows you to respond faster to customer queries and respve issues before they escalate into bigger problems. A live chat feature lets users communicate easily with customers without leaving the website they are visiting. It also offers advanced report generation capabilities along with detailed information regarding your customer base and customer interactions within your organization.

The process to integrate Zoho Creator 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.