Integrate Agile CRM with Zoho Marketing Automation
Send information between Agile CRM and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Zoho Marketing Automation 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
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
All Actions - Actions are the automated tasks
Create Company
Creates a new company
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Add lead score
Adds lead score for the specified email address
Add lead to journey
Adds the specified lead to a journey
Clone campaign
Clones an existing campaign
Create or update lead
Creates a new lead or updates the details of an existing lead
Create list
Creates a new list
Tag lead
Adds the specified tag to a lead
Send email campaign
Sends an existing email campaign
Create lead tag
Creates a new lead tag
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Untag lead
Removes the specified tag from a lead
Unsubscribe lead
Removes a lead from the selected list
Update list
Updates the details of an existing list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
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
What is Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
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.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
