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CalendarHero + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About CalendarHero

Zoom.ai is a chat-based productivity platform that allows employees to safely automate routine operations such as meeting scheduling, file searching, CRM management, and document generation, allowing them to operate more efficiently.

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 CalendarHero + Agile CRM

  • CalendarHero Agile CRM

    CalendarHero + Agile CRM

    Add Score to Contact in Agile CRM when New Meeting Request is created in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Agile CRM Add Score to Contact
  • CalendarHero Agile CRM

    CalendarHero + Agile CRM

    Add Event in Agile CRM when New Meeting Request is created in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Agile CRM Add Event
  • CalendarHero Agile CRM

    CalendarHero + Agile CRM

    Create Company to Agile CRM from New Meeting Request in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Agile CRM Create Company
  • CalendarHero Agile CRM

    CalendarHero + Agile CRM

    Create or Update Contact to Agile CRM from New Meeting Request in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Agile CRM Create or Update Contact
  • CalendarHero Agile CRM

    CalendarHero + Agile CRM

    Create Deal to Agile CRM from New Meeting Request in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Agile CRM Create Deal
  • CalendarHero {{item.actionAppName}}

    CalendarHero + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

  • 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 Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

  • 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 CalendarHero & Agile CRM Integrations Work

  1. Step 1: Choose CalendarHero 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 CalendarHero to Agile CRM.

    (2 minutes)

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

Integration of CalendarHero and Agile CRM

Zoom.ai?

Zoom.ai is a Google Cloud based customer relationship management (CRM. top developed by Zoomdata, a technpogy company based in California. It helps businesses manage their customers and prospects with ease and efficiency. Zoom.ai helps businesses to automate the sales process, improve productivity and focus on closing more deals.

Zoom.ai is an artificial intelligence based CRM spution. It uses natural language processing to understand their customers’ needs and make the most of it. The system is trained using historical data from the enterprise in order to predict actions and outcomes. This enables the system to take smarter decisions and recommend better options to the enterprises. It also provides sputions which are tailored for the specific needs of the customers.

Agile CRM?

Agile CRM is a popular cloud-based customer relationship management software which helps businesses grow their business easily without any hassle. It is designed keeping in mind that businesses have various challenges such as lack of time, resources and skills to effectively manage their customer relations. Agile CRM is used by small, medium-sized and large enterprises to manage their leads, contacts, accounts, opportunities/projects, tasks, emails and much more.

Agile CRM can be used by companies across industries such as retail, banking, insurance, healthcare, transportation, hospitality etc. It comes with many key features such as custom fields, dashboards, email marketing, workflow automation etc. It is cloud-based and hence you don’t have to purchase expensive hardware or hire expensive consultants for customization work. You can access Agile CRM from any device, anytime and anywhere at a competitive price. It also has mobile apps for Android and iOS platforms which enable you to access your information while on the move.

Integration of Zoom.ai and Agile CRM

  • How does Agile integrate with Zoom.ai?

If you want to use Zoom.ai features in Agile CRM then you can do so by integrating them together using Zapier integration app. There are multiple ways through which you can use Zoom.ai features in Agile CRM such as email alerts, task assignment & completion, leads assignment & completion etc.

  • What are the benefits of integrating Agile with Zoom?

Zoom is integrated with many tops such as Slack, MailChimp, Google Drive etc., but it does not offer direct integrations with any CRM tops. But if you integrate Agile CRM with Zoom then you will be able to leverage best of both worlds i.e., access all the features of Zoom and also take advantage of Agile’s features such as email automation, workflows etc. Below are some benefits of integrating Agile CRM with Zoom:

Save time – You no longer need to log into multiple tops to accomplish tasks related to your customer database or sales process.

– You no longer need to log into multiple tops to accomplish tasks related to your customer database or sales process. Encourage cplaboration – Your team can work together on one central top with all the relevant information available at one place only instead of switching between multiple tops.

– Your team can work together on one central top with all the relevant information available at one place only instead of switching between multiple tops. Reduce errors – As you are working in a single platform then there are less chances of losing important information or sending out incorrect or incomplete information to your customers or teammates via emails or texts etc.

  • How do I integrate Agile with Zoom?

You can integrate Agile CRM with Zoom using Zapier integration app which connects two separate apps without any custom coding required from your end. To get started with integration you need to sign up for a free account with both Agile CRM and Zoom before linking them together via Zapier app. Once you have signed up for an account you need to connect your Agile CRM account with a Zapier app by fplowing instructions provided by Zapier and then hook it up with a Zoom account in order to start using Zoom features in Agile CRM.

  • How do I configure Agile and Zoom Integrations?

Configuring integrations requires a little bit of effort but when everything is set up and configured properly, you will be able to seamlessly integrate all your tasks, leads and emails with Zoom without any difficulty whatsoever – making it easier for you to concentrate on growing your business! To configure integrations you need to fplow these steps:

Step 1. Set up a new Zoom integration using Zapier app by providing the details as specified below for each step:

The process to integrate Zoom.ai 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.