Use Zoho Flow to integrate Agile CRM with 800+ apps without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect Agile CRM with your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt Agile CRM integration flows to get started
Create contacts in Zoho Books for new Agile CRM deals
Use this flow
Create Agile CRM contacts for new subscribers in MailChimp
Use this flow
Create Agile CRM contacts for new bookings in ScheduleOnce
Use this flowDidn't find the Agile CRM integration you are looking for? Create one yourself.
Popular integrations
Zoho Books
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense. Category : Zoho, Proposals & Invoices, Popular, AccountingMailchimp
Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category : Drip Emails, Popular, Marketing Automation, Social Media MarketingScheduleOnce
ScheduleOnce is meeting and appointment scheduling software. You can customize bookings, share booking pages, and maintain complete control over your schedule with an approval process. Category : Bookings/ Scheduling
Acuity Scheduling
Acuity Scheduling is online scheduling software that helps you schedule appointments across varying timezones. You can send customized notifications, set up billing integrations, ensure two-way sync, and embed forms and calendars. Category : Popular, Bookings/ Scheduling
Asana
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Project Management, Popular, Team Collaboration
Autopilot
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback. Category : Drip Emails, Email Marketing, Marketing Automation, CRM
BigCommerce
BigCommerce is an ecommerce platform that you can use to design and customize your online store. It provides features to set up a global store, drive traffic, convert visitors, and even analyze your business statistics. Category : E Commerce, Popular, Premium
GetResponse
GetResponse is an email marketing tool that lets you create landing pages, maintain updated contact lists, and analyze the activity patterns of your audience. Category : Marketing Automation
HubSpot CRM
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place. Category : Popular, CRM
Jira Cloud
Jira Cloud is project management software for agile teams. With features such as backlog prioritization, issue tracking, and sprint planning, you can plan and execute your projects effectively. Category : Project Management, Popular
Pipedrive
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies. Category : Sales Automation, CRM, Email, Premium
Redmine
Redmine is a project management tool. You can track issues, share documents with your team, and manage multiple projects in the language of your choice. Category : Project Management
Salesforce
Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : Popular, CRM
Streak
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers. Category : Contact Management, CRM
Trello
Trello is a team collaboration platform that lets you manage all your projects. You can list your tasks on cards, organize cards into lists, organize cards using color coded labels, and subscribe to boards that you want to stay updated on. Category : Project Management, Popular, Team Collaboration, Task Management
Twitter
Twitter is a social media platform that lets you tweet, retweet, follow people or pages, and search for people and tweets. It lets you use hashtags to categorize and filter, reply to someone's tweet, and more. Category : Social Media Marketing
Woodpecker.co
Woodpecker.co is a cold email outreach and inbound lead nurturing application. You can connect with prospects via cold emails, set periodic follow-ups until you receive a reply, and track opens and clicks. Category : Drip Emails, Email Marketing, Marketing Automation
Shopify
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports. Category : E Commerce, Popular, Inventory Management
Agile CRM supports following 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 - Action 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.
Categories : Helpdesk, Websites, Email Marketing, CRM, Social Media Marketing
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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Testimonial
“After implementing the processes in Zoho Flow, we have no more calendar checking, no more manually creating tickets, the URLs for Forms are automatically populated with ticket information, and the PDF files are automatically stored—it is basically night and day.” Know more
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