Integrate Agile CRM with TeamGrid

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

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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
  1. The flow triggers when a new task is created in Agile CRM.
  2. 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

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

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

Project completed

Triggers when a project is completed

Task completed

Triggers when task is completed

Project created

Triggers when a new project is created

Task created

Triggers when a task is created

Contact created

Triggers when a new contact 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 project

Creates a new project

Complete project

Completes an existing project

Create task

Creates a new task

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.

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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.

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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

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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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