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Integrate Zoho CRM with Agile CRM

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

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Zoho CRM Integrations
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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
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Best Zoho CRM and Agile CRM Integrations

  • Zoho CRM Integration Agile CRM Integration

    Zoho CRM + Agile CRM

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

    Zoho CRM + Agile CRM

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

    Zoho CRM + Agile CRM

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

    Zoho CRM + Agile CRM

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

    Zoho CRM + Agile CRM

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

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho CRM & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and Agile CRM

Zoho CRM

Zoho CRM is a cloud based customer relationship management (CRM. software. It provides features such as sales, marketing, customer support, helpdesk and human resource management. Zoho CRM also provides a mobile app for its users to manage their business on the go. Zoho CRM has four different editions. Free edition, Starter edition, Premium edition, and Enterprise edition.

Agile CRM

Agile CRM is a cloud based customer relationship management (CRM. software. It provides features such as sales, marketing, customer support, helpdesk and human resource management. Agile CRM also provides a mobile app for its users to manage their business on the go. Agile CRM has four different editions. Basic edition, Professional edition, Premium edition and Enterprise edition.

Integration of Zoho CRM and Agile CRM

Agile CRM has a new integration with Zoho CRM. Agile CRM can now get the contacts from Zoho CRM. This integration enables businesses to have one single system for managing their customers. For example, it helps companies to have a centralized system for their customers’ contacts and allows them to update the same information in both Zoho CRM and Agile CRM. Agile CRM also provides functionality that allows businesses to integrate third party applications with Agile CRM. This integration helps businesses to easily share data between multiple applications. Agile CRM gives options to import data from any spreadsheet format or file into your database in the easiest way possible.

Benefits of Integration of Zoho CRM and Agile CRM

Integrating Zoho CRM with Agile CRM helps businesses to save time and money. Companies can now manage their customers efficiently using just one system. Businesses can track sales leads and opportunities across both systems at the same time. With integration of Zoho CRM and Agile CRM, businesses can easily share information between various departments such as sales, marketing, customer support and helpdesk departments. This integration allows businesses to achieve efficient workflows by ensuring seamless communication between different departments. Integration of Zoho CRM and Agile CRM saves businesses time by allowing them to access all contacts in one single application instead of switching between multiple applications.

The process to integrate Zoho CRM 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.

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