Integrate Zoho People with Agile CRM

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

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About Zoho People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

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 People + Agile CRM quick connects for faster integration? Here’s our list of the best Zoho People + Agile CRM quick connects.

Explore quick connects

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Connect Zoho People + Agile CRM in easier way

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

  • Triggers
  • New Record

    Triggers every time a record is added in a specific 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
  • 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 People & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho People and Agile CRM

Zoho People is a Human Resource Management suite where users can manage their teams, employees and contacts. Zoho People also offers the ability to add documents and files, create surveys and quizzes, and conduct training sessions. Agile CRM is a Customer Relationship Management suite which helps sales people to track their sales leads, prospects and customers. Zoho People and Agile CRM can be integrated with each other to help sales managers to create tasks for their sales representatives and then easily track how many of them have been completed. Integration of Zoho People and Agile CRM saves time and increases productivity of sales teams.

Integration of Zoho People and Agile CRM

Zoho People and Agile CRM can be integrated by installing the Zoho Connector for Zoho CRM in your website. Zoho Connector for Zoho CRM sends task requests from your website to Zoho CRM. It has an add-on for Zoho CRM which allows you to create tasks, assign them to your employees and see their progress while keeping track of the number of tasks that have been completed. Task tracking is an important feature of Salesforce because it allows sales managers to quickly check on the status of the tasks assigned to their sales representatives and identify which ones need to be reassigned. Apart from being able to see the status of tasks from within your website, you can also use the Task List section in Zoho CRM to organize all the tasks assigned to your employees in one place. This allows you to quickly check on all the tasks assigned to your employees without having to go to each person’s profile individually.

Benefits of Integration of Zoho People and Agile CRM

Integration of Zoho People and Agile CRM offers multiple benefits for users. Integration of Zoho People and Agile CRM enables you to send a task request from your website to Zoho CRM when a prospective customer fills out a form. This allows you to track the progress of the task from the moment it is created in your website till it is completed by an employee in Zoho CRM. Tracking the task from start to finish enables you to use all the features in both Zoho CRM and Zoho People in order to communicate with your customer effectively. This allows you to tell your customer about the progress of the task in a timely manner and also gives you an opportunity to provide feedback about what he or she can expect in future regarding that particular task. Apart from allowing you to send a task request from your website to Zoho CRM, integration of Zoho People and Agile CRM also allows you to create tasks, assign them to your employees and see their progress while keeping track of the number of tasks that have been completed. This feature is extremely helpful for sales managers because they can quickly check on the status of the tasks assigned to their sales representatives and identify which ones need to be reassigned.

Integration of Zoho People and Agile CRM creates better communication between sales managers and their sales representatives. This is because it allows sales managers to see the progress of all the tasks assigned to their sales representatives at once, instead of checking each individual’s profile individually.

The process to integrate Zoho People 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 November 09,2022 06:11 pm