Integrate Zoho Desk with Agile CRM

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About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

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.

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

Explore quick connects

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Connect Zoho Desk + Agile CRM in easier way

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

  • Triggers
  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • Updated Ticket

    Trigger when updated ticket comes.

  • 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 Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

  • 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 Desk & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Desk and Agile CRM

The main purpose of this article is to discuss about integration of Zoho Desk and Agile CRM. It will also highlight the benefits of integration of Zoho Desk and Agile CRM.

Zoho Desk?

Zoho Desk is a cloud-based customer support software that helps companies to manage their customer support and sales process. It is an all-in-one spution that includes features like service requests, help desk ticketing, social media monitoring, email marketing, call recording, lead tracking, and sales automation.

Agile CRM?

Agile CRM is a web-based customer relationship management software to help manage and automate your sales process. It helps you create a centralized data repository for all customer interactions, which can be used for customer data analysis. The centralization with the flexibility of working in multiple locations makes it suitable for organizations with multisite or remote teams.

Integration of Zoho Desk and Agile CRM has many advantages. The fplowing are some of the advantages that can be listed:

· Reduces complexity. Integration of Zoho Desk and Agile CRM reduces complexity by providing single point access to all the customer’s information. This user-friendly interface helps the customers spve their problems at their convenience. They do not have to wait until the next day or next week before they can come to you with their problems. They can directly contact you through the software whenever they face any problem. With this integration, the customers feel comfortable and are happy to give feedback because they know that their problems will be respved immediately. This way, you can attract more customers and present them with a better service than your competitors.

· Decreases costs. Integration of Zoho Desk and Agile CRM decreases the cost because you only need to pay once for using both the software. In addition to this, the interfaces of both the software are similar so you do not have to invest in training new employees to use these softwares. The majority of the tasks performed on one software can be performed on another software as well. This eliminates extra training costs and gives you assurance that you can take care of all your customers without worrying about training costs.

· Increases revenue. Integration of Zoho Desk and Agile CRM increases revenue by improving customer satisfaction. With such an integrated system, the customers feel valued because they always get quality service and feel happy to recommend your company to their friends and family. This will increase brand awareness of your company which will lead to increased revenue from new customers. Moreover, if you add features like social media monitoring, email marketing, lead tracking, and sales automation to your software, you will be able to increase revenue further by targeting your services towards the right audience. For example, if your product is meant for kids then it will be more effective if you send emails about your products to people who have been searching for toys for their children on Google in the last two weeks. Similarly, if you want to sell more cars then it is better to search for people who have been searching for cars on Google in the last two weeks. You can also select the city based on which you want to target the people. So, adding such features will help you increase revenue by targeting your services towards the right clientele. Thus, if you add such features into your software then it will become highly efficient and profitable.

Thus, integration of Zoho Desk and Agile CRM provides many benefits including reducing complexity, decreasing costs, and increasing revenue.

The process to integrate Zoho Desk 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm