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Zoho Mail + Agile CRM Integrations

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

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

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

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

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Best ways to Integrate Zoho Mail + Agile CRM

  • Zoho Mail Agile CRM

    Zoho Mail + Agile CRM

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

    Zoho Mail + Agile CRM

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

    Zoho Mail + Agile CRM

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

    Zoho Mail + Agile CRM

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

    Zoho Mail + Agile CRM

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

    Zoho Mail + {{item.actionAppName}}

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

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

    Triggers
  • New Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

  • 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
  • Send Email

    Draft and send a new email message.

  • 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 Mail & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Mail and Agile CRM

Zoho Mail is the best business emailing system which offers unique features and cloud emailing sputions to all kinds of businesses. It has immense growth in the past year with an increase of 25%. Zoho CRM has a built-in integration with Zoho Mail, this helps you to stay organized and keep track of your customers and their activities. It helps you to stay on top of your contacts, tasks, emails, and calendar in one place.

In the body section of the article, include the fplowing:

Integration of Zoho Mail and Agile CRM

Zoho Mail is integrated with Agile CRM by way of Zapier integration. The Zapier integration will help you to create a simple flow from any action or event in Agile CRM that triggers a task in Zoho Tasks.

Zoho CRM will benefit from this integration as well. For instance, if you have accounts in both Zoho CRM and Zoho Mail, then you can sync contacts between these two systems so you don’t have to enter the same information twice. It will also offer you the ability to create tasks for contacts in Zoho CRM from within Zoho Mail. So, as soon as a new contact is added to a list in Zoho CRM, it will automatically create a task in Zoho Tasks.

Benefits of Integration of Zoho Mail and Agile CRM

The main benefit is that you can complete your entire workflow with the integration of both systems. Management of your leads, contacts, tasks, and emails can be easily synchronized between them.

It is also very convenient to integrate your sales funnel, so you can use it in multiple systems – something that makes it easier to manage your workflows. Plus, you can share information between teams through effective cplaboration. You can give each team access to a different part of your integrated workflow. If one team needs more data than another team, you can give them access without having to share everything with them. This helps you to maintain confidentiality if necessary.

The conclusion should wrap up the main ideas and themes of the article. It should provide a clear overview of the points you made in the body section. You can do this by restating your thesis statement at the end of your article. Then, provide some examples from the body section that support what you wrote in the introduction about Zoho Mail and Agile CRM. You can also summarize your main points again in this section.

Conclusion. By integrating Zoho Mail and Agile CRM, there is a better connection between all business processes in one system.

The process to integrate Zoho Mail 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.