Integrate Agile CRM with Connecteam
Send information between Agile CRM and Connecteam automatically, without writing any code, using Zoho Flow.
Build your own integrations between Agile CRM and Connecteam
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Supported triggers and actions
Integrate Agile CRM and Connecteam using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
User created
Triggers when a new user is created
Scheduler shift created
Triggers when a new scheduler shift is created
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing 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
Send private message
Send a private message to a specific user within the account
Create job
Creates a new job
Send message
Sends a new message to a specific chat - either a channel or a team chat
Create user
Creates a new user
Create shift
Creates a new shift
Update job
Updates the details of an existing job
Update user
Updates the details of an existing user
Fetch shift by ID
Fetches the details of an existing shift using ID
Fetch job by name
Fetches the details of an existing job using name
Fetch user by ID
Fetches the details of an existing user using ID
Fetch user by user details
Fetches the details of an existing user using user details
Fetch job by ID
Fetches the details of an existing job using 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.
Similar apps
What is Connecteam?
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Build 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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
