Integrate Agile CRM with Salesforce

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

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Supported triggers and actions

Integrate Agile CRM and Salesforce 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

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Event created

Triggers when a new event is created

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Opportunity updated

Triggers when an opportunity is updated

Lead updated

Triggers when a lead is updated

Campaign updated

Triggers when a new campaign is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Opportunity added

Triggers when a new opportunity is added

Module entry added

Triggers when a new entry is added to the selected module

Solution added

Triggers when a new solution is added

Contact updated

Triggers when a contact is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Campaign added

Triggers when a new campaign is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

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 order

Creates a new order

Create task

Creates a new task

Create product

Creates a new product

Create event

Creates a new event

Create note

Creates a new note

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create contact

Creates a new contact

Create lead

Creates a new lead

Create account

Creates a new account

Create campaign

Creates a new campaign

Create case

Creates a new case

Create opportunity

Creates a new opportunity

Update order

Updates the details of an existing order

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update custom module entry

Updates the details of entry in the selected module

Update case

Updates the details of an existing case

Update campaign

Updates the details of an existing campaign

Update task

Updates the details of an existing task

Update solution

Updates the details of an existing solution

Update product

Updates the details of an existing product

Update contact

Updates the details of an existing contact

Update opportunity

Updates the details of an existing opportunity

Update account

Updates the details of an existing account

Update event

Updates the details of an existing event

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch asset

Fetches the details of an existing asset by name or 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.

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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Toto

Technical Engineer, Master Liveaboards

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