

Integrate Agile CRM with Autopilot
Send information between Agile CRM and Autopilot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Add a new contact in Agile CRM whenever a new contact is added in Autopilot
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Agile CRM each time a new contact is created in Autopilot.
How it works
- The flow triggers when a new contact is added in Autopilot.
- Zoho Flow creates a new contact in Agile CRM.


Add a new contact in Agile CRM whenever a new contact is added in Autopilot
Autopilot + Agile CRM

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Supported triggers and actions
Integrate Agile CRM and Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Task
Triggers when a new task is created

New Deal
Triggers when a new deal is created

New Ticket
Triggers when a new ticket is created

Contact removed from list
Triggers when a contact is removed from the selected list

Contact unsubscribed
Triggers when a contact unsubscribes

New contact
Triggers when a new contact is added

Contact added to list
Triggers when a contact is added to the selected list
All Actions - Actions are the automated tasks

Create Task
Creates a task for the selected contact

Create Company
Creates a new company

Create Contact
Creates a new contact

Create Ticket
Creates a new ticket

Create Event
Creates a new event

Create Deal
Creates a new deal

Add contact to list
Creates a new contact and adds it to the selected list

Create contact
Creates a new contact

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

Delete contact
Deletes the selected contact

Unsubscribe contact
Unsubscribes the selected contact from all emails
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 Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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