Integrate Agile CRM with DreamCampaigns
Send information between Agile CRM and DreamCampaigns automatically, without writing any code, using Zoho Flow.
Build your own integrations between Agile CRM and DreamCampaigns
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Supported triggers and actions
Integrate Agile CRM and DreamCampaigns 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
Subscriber added
Triggers when a new subscriber is added to an existing list
Client added
Triggers when a new client is added
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
Add or update subscriber
Adds a new subscriber to an existing list. Updates the details if it already exists.
Create email campaign
Creates a new email campaign
Remove SMS subscriber
Removes the specified SMS subscriber from an existing list
Remove subscriber
Removes the specified email subscriber from an existing list
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.
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What is DreamCampaigns?
DreamCampaigns is an all-in-one digital marketing platform that offers integrated email & SMS marketing, marketing automation, and small business CRM. It also provides you with easy drag-and-drop email templates, integrated forms, site tracking, revenue tracking, and more.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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. Learn more
Toto
Technical Engineer, Master Liveaboards
