Integrate Agile CRM with Slack
Send information between Agile CRM and Slack automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Slack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Message posted to public channel
Triggers when a new message is posted to the selected public channel
Channel created
Triggers when a new channel is created
User added
Triggers when a new user is added
Message posted to private channel
Triggers when a new message is posted to the selected private channel
Message starred
Triggers when a message is starred
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing 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
Update profile
Updates the profile information for the selected user
Fetch user - By name
Fetches the details of an existing user by name
Create channel
Creates a new public channel
Create reminder
Creates a new reminder
Fetch user - By username
Fetches the details of an existing user by username
Send public channel message
Sends a message to the selected public channel
Set channel topic
Sets the topic for the selected channel
Send private channel message
Sends a message to the selected private channel
Send direct message
Sends a direct message to the selected user
Fetch user - By ID
Fetches the details of an existing user by 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 Slack?
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
