Integrate Agile CRM with Productive

Send information between Agile CRM and Productive automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Set up a new task in Productive whenever a new task is initiated in Agile CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Productive when a new task is created in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in Productive.
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Set up a new task in Productive whenever a new task is initiated in Agile CRM

Agile CRM + Productive

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Generate a new contact in Agile CRM each time a new contact is created in Productive

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Agile CRM each time a new contact is created in Productive.

How it works
  1. The flow triggers when a new contact is added in Productive.
  2. Zoho Flow creates a new contact in Agile CRM.
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Generate a new contact in Agile CRM each time a new contact is created in Productive

Productive + Agile CRM

Build your own integrations between Agile CRM and Productive

Connect Agile CRM and Productive with over 950+ 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 Productive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

Booking created

Triggers when a new booking is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is added

Task created

Triggers when a new task is created

Contract created

Triggers when a new contract is created

All Actions - Actions are the automated tasks

Add note to contact

Adds a note to an existing contact

Create Deal

Creates a new deal

Create Task

Creates a task for the selected contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Add note to deal

Adds a note to an existing deal

Create Company

Creates a new company

Create Contact

Creates a new contact

Update Company

Updates the details of an existing Company based on company ID

Update Task

Updates the details of an existing Task based on task ID

Create contract

Creates a new contract

Create booking

Creates a new booking

Create task

Creates a new task

Create deal

Creates a new deal

Create project

Creates a new project

Create contact

Creates a new contact

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update contract

Updates the details of an existing contract

Update deal

Updates the details of an existing deal

Update booking

Updates the details of an existing booking

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID

Fetch contract

Fetches the details of an existing contract using ID

Fetch company

Fetches the details of an existing company using name

Fetch project

Fetches the details of an existing project using project ID

Fetch people

Fetches the details of the specified people

Fetch deal

Fetches the details of an existing deal using ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch task

Fetches the details of an existing task using task ID

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.

What is Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

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

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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