Integrate Ultimate Member with Agile CRM

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

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Create a new contact in Agile CRM for each form entry generated by Ultimate Member

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Agile CRM using the form inputs received in Ultimate Member.

How it works
  1. The flow triggers when a new form entry is made in Ultimate Member.
  2. Zoho Flow creates a new contact in Agile CRM.
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Create a new contact in Agile CRM for each form entry generated by Ultimate Member

Ultimate Member + Agile CRM

Build your own integrations between Ultimate Member and Agile CRM

Connect Ultimate Member and Agile CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Ultimate Member and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User status changed

Triggers when the status of a user is updated

User profile updated

Triggers when the details of a user profile is updated

User account updated

Triggers when the details of a user account is updated

User registered

Triggers when a user is registered

User role changed

Triggers when the role of a user is updated

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

Fetch user

Fetches the details of an existing user

Update user status

Updates the status of an existing user

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 Ultimate Member?

Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.

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.

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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