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Integrate Agile CRM with TeamGrid
Send information between Agile CRM and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in TeamGrid when new tasks are initiated in Agile CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in TeamGrid whenever a new task is initiated 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 TeamGrid.
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Set up tasks in TeamGrid when new tasks are initiated in Agile CRM
Agile CRM + TeamGrid
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Build your own integrations between Agile CRM and TeamGrid
Connect Agile CRM and TeamGrid with over 1000+ 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 TeamGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
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Project completed
Triggers when a project is completed
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Task completed
Triggers when task is completed
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Project created
Triggers when a new project is created
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Task created
Triggers when a task is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Add note to contact
Adds a note to an existing contact
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Create Deal
Creates a new deal
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Create Task
Creates a task for the selected contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Add note to deal
Adds a note to an existing deal
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Update Company
Updates the details of an existing Company based on company ID
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Update Task
Updates the details of an existing Task based on task ID
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Create project
Creates a new project
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Complete project
Completes an existing project
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Create task
Creates a new task
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Complete task
Completes an existing task
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.
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What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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