Integrating Zoho Projects with Agile CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Zoho Projects and Agile CRM
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.
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.
Integrations for Agile CRMLooking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives
-
![Zoho CRM Integration]()
Zoho CRM
-
![Salesforce Integration]()
Salesforce
-
![Pipedrive Integration]()
Pipedrive
-
![HubSpot CRM Integration]()
HubSpot CRM
-
![Zendesk Integration]()
Zendesk
-
![ActiveCampaign Integration]()
ActiveCampaign
-
![Alore CRM Integration]()
Alore CRM
-
![Freshsales Integration]()
Freshsales
-
![Front Integration]()
Front
-
![Pipefy Integration]()
Pipefy
-
![SalesMachine Integration]()
SalesMachine
-
![Totango Integration]()
Totango
-
![Keap Integration]()
Keap
It's easy to connect Zoho Projects + Agile CRM without coding knowledge. Start creating your own business flow.
- Triggers
-
New BugTriggers when a new bug/issue is created.
-
New File
Triggers when a new file is added.
-
New Log Time
Triggers when a new log-time is created.
-
New Milestone
Triggers when a new milestone is created.
-
New Project
Trigger when a new project is created.
-
New Task
Triggers when a task is created or completed.
-
New Task List
Triggers when a new tasklist is created.
-
Changed Deal MilestoneTriggers 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 Log Time
Creates a new log time.
-
Create Bug
Creates a new Bug.
-
Create Milestone
Creates a new Milestone.
-
Create Project
Creates a new Project.
-
Create Task
Creates a new Task.
-
Create Task List
Creates a new Task List.
-
Update Project
Updates existing project.
-
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 Projects & Agile CRM Integrations Work
-
Step 1: Choose Zoho Projects as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Agile CRM as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Zoho Projects to Agile CRM.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.