Integrate Autopilot with Agile CRM

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

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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
  1. The flow triggers when a new contact is added in Autopilot.
  2. Zoho Flow creates a new contact in Agile CRM.
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Add a new contact in Agile CRM whenever a new contact is added in Autopilot

Autopilot + Agile CRM

Build your own integrations between Autopilot and Agile CRM

Connect Autopilot and Agile CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Autopilot and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is added

Contact added to list

Triggers when a contact is added to the selected list

Contact removed from list

Triggers when a contact is removed from the selected list

Contact unsubscribed

Triggers when a contact unsubscribes

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add contact to list

Creates a new contact and adds it to the selected list

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

Add note to deal

Adds a note to an existing deal

Create Event

Creates a new event

Create Ticket

Creates a new ticket

Create Task

Creates a task for the selected contact

Create Deal

Creates a new deal

Add note to contact

Adds a note to an existing contact

Create Contact

Creates a new contact

Create Company

Creates a new company

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

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.

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.

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 >

Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.

Sanjay Batra

CEO, Infinite Solutions

With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.

David Mallo

CTO, Innoliving

Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.

Brett Stewart

Senior Project Manager, Hanoi School of Business and Management

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