Agiled + Zengine Integration

Connect Agiled to Zengine in 1 click

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1.
  • Agiled
    Employee is created in Agiled Instant
  • Agiled
    Task is created in Agiled Instant
  • Agiled
    Contact is created in Agiled Instant
  • Agiled
    Invoice is created in Agiled Instant
  • Agiled
    Project is created in Agiled Instant
  • Agiled
    Product is created in Agiled Instant
  • Agiled
    Ticket is created in Agiled Instant
  • Agiled
    Contract is created in Agiled Instant
  • Agiled
    Estimate is created in Agiled Instant
  • Agiled
    Account is created in Agiled
  • Agiled
    CRM source is created in Agiled
  • Agiled
    CRM status is created in Agiled
  • Agiled
    Sales agent is created in Agiled
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine Instant
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2.

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Ready Workflows Ready Workflows   for Agiled + Zengine Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Zengine + Agiled Integration

Create Agiled contact for new Zengine record

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Zengine - Agiled integration, anytime a new Zengine record is created, an Agiled contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Zengine + Agiled Integration

Create Agiled contact for new Zengine record

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Zengine - Agiled integration, anytime a new Zengine record is created, an Agiled contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Zengine + Agiled Integration

Create Agiled task for new Zengine record

Zengine and Agiled are both powerful tools that, when used correctly, can help you become more productive.

When you create a record in Zengine, do you also create a task in Agiled? 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.
See more
Zengine + Agiled Integration

Create Agiled task for new Zengine record

Zengine and Agiled are both powerful tools that, when used correctly, can help you become more productive.

When you create a record in Zengine, do you also create a task in Agiled? 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.
See more
Zengine + Agiled Integration

Create Agiled task for new Zengine record

Zengine and Agiled are both powerful tools that, when used correctly, can help you become more productive.

When you create a record in Zengine, do you also create a task in Agiled? 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.
See more
Zengine + Agiled Integration

Create Agiled task for new Zengine task

Zengine 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 Zengine. Agiled is a great tool for this.

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

Create Zengine record for new Agiled proposal

If your business uses Agiled to create proposal, you'll want to make sure that your Zengine account is up-to-date with the latest record information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a record in Zengine each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new record in Zengine.
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Agiled + Zengine Integration

Create Zengine record for new Agiled contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agiled - Zengine integration, anytime a new Agiled contact is created, an Zengine record should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
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Automations

Top 10 Most Popular Agiled Automations from
Integrately Community

Just click on the workflow you want to automate

Agiled logo
Wave logo
Create Wave customer from new Agiled contact
Activate
Agiled logo
Twilio logo
Send Twilio sms for new Agiled task
Activate
Marquiz logo
Agiled logo
Create Agiled contact for new Marquiz lead
Activate
Sociamonials logo
Agiled logo
Create Agiled task for new Sociamonials lead entry
Activate
Google Sheets logo
Agiled logo
Create Agiled contact for new Google Sheets row
Activate
Agiled logo
Wave logo
Create Wave customer from new Agiled contact
Activate
Agiled logo
Twilio logo
Send Twilio sms for new Agiled task
Activate
Marquiz logo
Agiled logo
Create Agiled contact for new Marquiz lead
Activate
Sociamonials logo
Agiled logo
Create Agiled task for new Sociamonials lead entry
Activate
Google Sheets logo
Agiled logo
Create Agiled contact for new Google Sheets row
Activate
Encharge logo
Agiled logo
Create Agiled contact for new Encharge person
Activate
SendFox logo
Agiled logo
Create Agiled contact for new SendFox contact
Activate
Mautic logo
Agiled logo
Create Agiled contact for new Mautic contact
Activate
HappyForms logo
Agiled logo
Create Agiled contact for new HappyForms form submission
Activate
Agiled logo
Online Live Support logo
Send Online Live Support message for new Agiled task
Activate
Encharge logo
Agiled logo
Create Agiled contact for new Encharge person
Activate
SendFox logo
Agiled logo
Create Agiled contact for new SendFox contact
Activate
Mautic logo
Agiled logo
Create Agiled contact for new Mautic contact
Activate
HappyForms logo
Agiled logo
Create Agiled contact for new HappyForms form submission
Activate
Agiled logo
Online Live Support logo
Send Online Live Support message for new Agiled task
Activate

Top 10 Most Popular Zengine Automations from
Integrately Community

Most popularmost-popular-automations
01
GrooveSell logo
Zengine logo
Create Zengine record from new GrooveSell purchase
02
Zengine logo
ClickSend SMS logo
Send ClickSend SMS message for new Zengine record
03
Zengine logo
Twilio logo
Send Twilio sms for new Zengine record
04
Zengine logo
SendGrid logo
Send SendGrid email for new Zengine record
05
Zengine logo
SMTP logo
Send SMTP email for new Zengine record
cloud
Zengine
app integration
06
Zengine logo
Online Live Support logo
Send Online Live Support message for new Zengine record
07
Zengine logo
MailerSend logo
Send MailerSend message for new Zengine record
08
Zengine logo
Telnyx logo
Send Telnyx message for new Zengine record
09
Zengine logo
SMS Idea logo
Send SMS Idea message for new Zengine record
10
Zengine logo
sms77 logo
Send sms77 message for new Zengine record
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How Integrately Works?

1
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2
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Agiled
Agiled
Agiled is the easiest way to manage your business, save time and get paid faster. Be it - managing employees or projects, tracking hours or tasks, creating professional contracts or invoices - Agiled is the tool for you!
Zengine
Zengine
Zengine delivers customized, end-to-end solutions to solve mission critical problems for our clients. We aim to help non-profits and government entities run their programs better with less effort and more impact.