![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Integrate Agile CRM with Forecast
Send information between Agile CRM and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create a new task in Forecast each time a new task is created in Agile CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Forecast every time a new task is added in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in Forecast.
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create a new task in Forecast each time a new task is created in Agile CRM
Agile CRM + Forecast
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Agile CRM and Forecast
Connect Agile CRM and Forecast with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Ticket
Triggers when a new ticket is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Deal
Triggers when a new deal is created
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
New person
Triggers when a new person is added
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
New time entry
Triggers when a new time entry is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
New sprint
Triggers when a new sprint is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
New milestone
Triggers when a new milestone is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
New client
Triggers when a new client is created
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
New task
Triggers when a new card is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
New subtask
Triggers when a new subtask is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add note to contact
Adds a note to an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Deal
Creates a new deal
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Task
Creates a task for the selected contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Ticket
Creates a new ticket
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add note to deal
Adds a note to an existing deal
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Company
Creates a new company
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Update Company
Updates the details of an existing Company based on company ID
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Update Task
Updates the details of an existing Task based on task ID
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create time registration
Creates a new time registration
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create label
Creates a new label
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Add person
Adds a new person
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create client
Creates a new client
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create sprint
Creates a new sprint in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create milestone
Creates a new milestone in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Create subtask
Creates a new sub task/to-do
![](https://flow-public.nimbuspop.com/flow-apps/forecast.png)
Fetch label
Fetches an existing label by name
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.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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