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Agile CRM

Use Zoho Flow to integrate Agile CRM with 450+ 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

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

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 bookings in ScheduleOnce

Use this flow
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Didn't find the Agile CRM integration you are looking for? Create one yourself.

Agile CRM supports following triggers and actions

All Triggers - A trigger kickstarts the flow

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

New Task

Triggers when a new task is created

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All Actions - Action are the automated tasks

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Deal

Creates a new deal

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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 : CRM

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.

Access Zoho Flow

Testimonial

Derek MurashigeCIO, Western Container Sales

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfillment process, and allowed us more control over data and its movement across apps. The platform is very intuitive and easy to use.”

Watch Zoho Flow in action

Advanced tools to help you build complex workflows in minutes

Webhooks

Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

Schedules

Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

Decisions

Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

Delays

Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.