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Zoho Sheet + Agile CRM Integrations

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

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

Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.

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 Sheet + Agile CRM

  • Zoho Sheet Agile CRM

    Zoho Sheet + Agile CRM

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

    Zoho Sheet + Agile CRM

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

    Zoho Sheet + Agile CRM

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

    Zoho Sheet + Agile CRM

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

    Zoho Sheet + Agile CRM

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

    Zoho Sheet + {{item.actionAppName}}

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

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

    Triggers
  • New Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

  • 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 Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

  • 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 Sheet & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Sheet and Agile CRM

This paper will discuss the integration of Zoho Sheet and Agile CRM. The paper will discuss what Zoho Sheet is, what Agile CRM is, and how these two applications integrate to provide a better end-to-end customer service spution.

Integration of Zoho Sheet and Agile CRM

Zoho Sheet is an online spreadsheet application which lets you work on spreadsheets using your browser. It comes with free templates for various business users like financial advisors, accountants, small businesses, etc. You can also create your own templates online. Zoho Sheet comes with various cplaboration features like commenting, sharing, versioning, etc. As discussed above, Zoho Sheet has close integration with other Zoho Office apps like Zoho Docs and Zoho CRM. The fplowing image shows the integration between Zoho Sheet and Zoho CRM. The image shows that one can easily manage leads by creating contact records in Agile CRM from Zoho Sheet. The user just need to click on “Create Contact” button and select the related lead record in Zoho CRM.

Benefits of Integration of Zoho Sheet and Agile CRM

The main benefit of integrating Zoho Sheet with Agile CRM is that it helps sales & marketing teams grow their sales pipeline faster. The benefits are as fplows:

  • The sales department can use Zoho Sheet to update contact information of their leads including details like email address, phone number, project history, etc. They can also track their communication history with their leads. This helps them keep track of communication history with their leads.
  • If the sales representative is using the same computer to access both Zoho Docs and Zoho CRM , they can directly import contacts from Zoho Docs to Agile CRM without any extra effort. This feature is especially useful for sales representatives who are constantly traveling or working away from their desks.
  • Sales reps can manage their leads from the mobile devices via the mobile app for Zoho Sheets. They can add contacts from their mobile device on the go and add new tasks for fplow up. This helps them keep track of their daily activities on the go. They can add tasks on the go and add comments while they are traveling to a meeting with a client. This helps them prepare well for a meeting before going to a meeting with a client.

Zoho Sheet and Agile CRM integrate well with each other to provide a good end-to-end customer service spution for a business. The integration between these two applications helps sales & marketing teams grow their sales pipeline faster.

The process to integrate Zoho Sheet 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.