Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.
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
Zoho Sheet + Agile CRMAdd Score to Contact in Agile CRM when New Workbook is created in Zoho Sheet Read More...
Zoho Sheet + Agile CRMAdd Event in Agile CRM when New Workbook is created in Zoho Sheet Read More...
Zoho Sheet + Agile CRMCreate Company to Agile CRM from New Workbook in Zoho Sheet Read More...
Zoho Sheet + Agile CRMCreate or Update Contact to Agile CRM from New Workbook in Zoho Sheet Read More...
It's easy to connect Zoho Sheet + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new row is created in a specified worksheet.
Triggers when a new workbook is created.
Triggers when a new worksheet is created in a specified workbook.
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.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Creates a new row in the specified worksheet.
Creates a new worksheet in the specified workbook.
Deletes a particular row based on its index.
Searches for a row/record in the specified worksheet based on some criteria.
Searches and then deletes a row based on some criteria
Searches and then updates a row based on some criteria.
Updates a particular row based on its index.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
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.
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.
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:
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.