Integrate Agile CRM with RD Station
Send information between Agile CRM and RD Station automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and RD Station 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
Lead marked as opportunity
Triggers when a lead is marked as an opportunity
Lead created
Triggers when a new lead 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
Mark deal as won
Marks a deal as won
Mark deal as lost
Marks a deal as lost
Register conversion event
Registers a conversion event for a contact
Fetch contact
Fetches a contact by email address
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 RD Station?
RD Station is a digital marketing automation platform that helps you with traffic generation, leads and sales for your business, and build a solid digital marketing presence.
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Webhook triggers
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Learn more >Logic
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