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

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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

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Create Agile CRM contacts for new bookings in ScheduleOnce

OnceHub + Agile CRM

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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.

Use this flow
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Create contacts in Zoho Books for new Agile CRM deals

Agile CRM + Zoho Books

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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.

Use this flow
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Create Agile CRM contacts for new subscribers in MailChimp

Mailchimp + Agile CRM

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

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

Create Deal

Creates a new deal

Create Task

Creates a task for the selected contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Add note to deal

Adds a note to an existing deal

Create Company

Creates a new company

Create Contact

Creates a new contact

Update Company

Updates the details of an existing Company based on company ID

Update Task

Updates the details of an existing Task based on task ID

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Know more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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