Integrate Agile CRM with 900+ apps
Create business workflows for Agile CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Agile CRM workflows
Create Agile CRM contacts for new bookings in ScheduleOnce
This flow creates a new contact in Agile CRM for every appointment in ScheduleOnce so your CRM is automatically updated with the details of your new clients.
How it works
1. A new booking is created in ScheduleOnce
2. Zoho Flow adds the client as a contact in Agile CRM
Create Agile CRM contacts for new bookings in ScheduleOnce
OnceHub + Agile CRM
Create contacts in Zoho Books for new Agile CRM deals
If you're using Agile CRM to close business deals and Zoho Books to get paid for them, this is the automation for you. Every time a new deal is created in Agile CRM, this flow automatically adds a corresponding contact in Zoho Books.
How it works
1. A new deal is created in Agile CRM.
2. Zoho Flow creates a new contact in Zoho Books.
Create contacts in Zoho Books for new Agile CRM deals
Agile CRM + Zoho Books
Create Agile CRM contacts for new subscribers in MailChimp
Use Zoho Flow to set up a single workflow to not only generate leads but also manage them effectively. This flow adds a new contact in Agile CRM whenever a new subscriber is added in MailChimp.
How it works
1. A new subscriber is added in MailChimp.
2. Zoho Flow creates a corresponding contact in Agile CRM.
Create Agile CRM contacts for new subscribers in MailChimp
Mailchimp + Agile CRM
Build your own Agile CRM integrations
Connect Agile CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your Agile CRM workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
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 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.
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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
