Integrate Agile CRM with Refiner
Send information between Agile CRM and Refiner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Refiner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Segment entered by user
Triggers when a user enters a segment
Survey response received
Triggers when a new survey response is received
All Actions - Actions are the automated tasks
Create Contact
Creates a new contact
Create Company
Creates a new company
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
Update Task
Updates the details of an existing Task based on task ID
Update Company
Updates the details of an existing Company based on company ID
Track event
Tracks a user event using user ID and event name
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.
Similar apps
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.
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Toto
Technical Engineer, Master Liveaboards
