Agile CRM + Zoho Connect Integration

Connect Agile CRM to Zoho Connect in 1 click

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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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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 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 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
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
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Zoho Connect
    Create post in Zoho Connect
  • Zoho Connect
    Create task in Zoho Connect
  • Zoho Connect
    Create event in Zoho Connect
  • Zoho Connect
    Invite user to network in Zoho Connect
  • Zoho Connect
    Add member to group in Zoho Connect
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