Agile CRM + Zoho Connect Integration

Connect Agile CRM to Zoho Connect in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Zoho Connect
    Task is created in Zoho Connect Instant
  • Zoho Connect
    Event is created in Zoho Connect Instant
  • Zoho Connect
    Member is added in group in Zoho Connect Instant
  • Zoho Connect
    Member is added in network in Zoho Connect Instant
  • Zoho Connect
    Conversation is started in Zoho Connect Instant
  • Zoho Connect
    User is mentioned in post in Zoho Connect Instant
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2.

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Most popular automationsmost-popular-automations
Agile CRM + Zoho Connect Integration

Create Zoho Connect task for new Agile CRM task

Agile CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agile CRM. Zoho Connect is a great tool for this.

All you need to do is - integrate Zoho Connect with Agile CRM to create task in Zoho Connect automatically when certain task occur in Agile CRM. This can save you time by not having to manually create tasks in both systems.
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Agile CRM + Zoho Connect Integration

Create Zoho Connect event for new Agile CRM task

Agile CRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Agile CRM - Zoho Connect integration to automatically populate your Zoho Connect.

When a task is created in Agile CRM, an event will automatically be created in your Zoho Connect. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Agile CRM and Zoho Connect accounts in a matter of minutes.
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Agile CRM + Zoho Connect Integration

Create Zoho Connect task for new Agile CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Zoho Connect to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agile CRM? Well now there is!

With our integration between Agile CRM and Zoho Connect, creating task in Zoho Connect is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in Zoho Connect to keep your team up-to-date.
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Agile CRM + Zoho Connect Integration

Create Zoho Connect task for new Agile CRM contact

Agile CRM and Zoho Connect are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Agile CRM, do you also create a task in Zoho Connect? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Zoho Connect Automations from
Integrately Community

Most popularmost-popular-automations
01
Zoho Connect logo
WhatsApp logo
Send WhatsApp message for new Zoho Connect task
02
WA Web Plus logo
Zoho Connect logo
Create Zoho Connect event from new WA Web Plus whatsapp event
03
Zoho Connect logo
Telegram logo
Send Telegram message for new Zoho Connect task
04
Google Sheets logo
Zoho Connect logo
Create Zoho Connect task for new Google Sheets row
05
Zoho Connect logo
Slack logo
Send Slack message for new Zoho Connect task
cloud
Zoho Connect
app integration
06
Zoho Connect logo
Slack logo
Send Slack message for new Zoho Connect event
07
Zoho Connect logo
Flock logo
Send Flock message for new Zoho Connect task
08
Zoho Connect logo
BulkGate logo
Send BulkGate message for new Zoho Connect task
09
Zoho Connect logo
Elastic Email logo
Send Elastic Email message for new Zoho Connect task
10
Zoho Connect logo
Vonage SMS API logo
Send Vonage SMS API message for new Zoho Connect task
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How Integrately Works?

1
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2
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3
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You Can Also Connect Agile CRM or Zoho Connect With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Zoho Connect
Zoho Connect
Zoho Connect is an easy to use dedicated social network for your organization that brings together all the teams and resources for cross-functional collaboration and communication.