Integrate Agile CRM with 850+ apps
Create business workflows for Agile CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Agile CRM workflows
Create Agile CRM contacts for new bookings in ScheduleOnce
This flow creates a new contact in Agile CRM for every appointment in ScheduleOnce so your CRM is automatically updated with the details of your new clients.
How it works
1. A new booking is created in ScheduleOnce
2. Zoho Flow adds the client as a contact in Agile CRM
Create contacts in Zoho Books for new Agile CRM deals
If you're using Agile CRM to close business deals and Zoho Books to get paid for them, this is the automation for you. Every time a new deal is created in Agile CRM, this flow automatically adds a corresponding contact in Zoho Books.
How it works
1. A new deal is created in Agile CRM.
2. Zoho Flow creates a new contact in Zoho Books.
Create Agile CRM contacts for new subscribers in MailChimp
Use Zoho Flow to set up a single workflow to not only generate leads but also manage them effectively. This flow adds a new contact in Agile CRM whenever a new subscriber is added in MailChimp.
How it works
1. A new subscriber is added in MailChimp.
2. Zoho Flow creates a corresponding contact in Agile CRM.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new task is created
Triggers when a new ticket is created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to an existing contact
Creates a new deal
Creates a task for the selected contact
Creates a new ticket
Creates a new event
Add note to deal
Adds a note to an existing deal
Creates a new company
Creates a new contact
Updates the details of an existing Company based on company ID
Updates the details of an existing Task based on task ID
What is Agile CRM?
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.Learn more >
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.Learn more >
Write simple scripting functions to format data, call web APIs, send emails, and more.Learn more >
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more