Agile CRM

List of Flows

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Create contacts in Zoho Books for new Agile CRM deals

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Create Agile CRM contacts for new subscribers in MailChimp

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Create Agile CRM contacts for new bookings in ScheduleOnce

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App Description

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.

Category : CRM

Triggers

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

New Task

Triggers when a new task is created

Actions

Create Contact

Creates a new contact

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Deal

Creates a new deal

Create Ticket

Creates a new ticket

Create Event

Creates a new event

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.