Integrate Agile CRM with DoneDone

Send information between Agile CRM and DoneDone automatically, without writing any code, using Zoho Flow.

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Set up a new task in DoneDone whenever a new task is initiated in Agile CRM

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in DoneDone whenever a new task is initiated in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a task in the selected project in DoneDone.
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Set up a new task in DoneDone whenever a new task is initiated in Agile CRM

Agile CRM + DoneDone

Build your own integrations between Agile CRM and DoneDone

Connect Agile CRM and DoneDone with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agile CRM and DoneDone using the below 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

Task created

Triggers when a new task is created in the selected project

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

Create task

Creates a task in the selected project

Add comment

Adds a comment to the specified task

Create project

Creates a new project

Update task priority

Updates the priority of the specified task

Update task status

Updates the status of the specified task

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.

What is DoneDone?

DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.

Project Management

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.

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Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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