Integrate Agile CRM with Producteev
Send information between Agile CRM and Producteev automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Producteev whenever a new task is initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Producteev whenever a new task is initiated in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in Producteev.
Set up a new task in Producteev whenever a new task is initiated in Agile CRM
Agile CRM + Producteev
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Supported triggers and actions
Integrate Agile CRM and Producteev 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
New Project
Triggers when a new project is created
New Network
Triggers when a new network is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Deal
Creates a new deal
Create Task
Creates a new 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 Producteev?
Producteev is task management software that lets you track everything that happens in a project in the activity feed. You can add tasks, reminders, and deadlines to collaborate with your team, wherever they are.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
Yaniv David
Ecommerce Business Operations Manager, Amazos
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Syncify
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Faverton
