Integrate Agile CRM with TeamWave
Send information between Agile CRM and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in TeamWave whenever a new task is initiated in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to TeamWave 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 TeamWave.
Set up a new task in TeamWave whenever a new task is initiated in Agile CRM
Agile CRM + TeamWave
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Supported triggers and actions
Integrate Agile CRM and TeamWave 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
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 activity
Creates a new activity
Create person
Creates a new person
Create event
Creates a new event
Create milestone
Creates a new milestone
Create task list
Creates a new task list
Create deal
Creates a new deal
Create project
Creates a new project
Create organization
Creates a new organization
Create task
Creates a new task
Update person
Updates the details of an existing person
Update organization
Updates the details of an existing organization
Update event
Update the details of an existing event
Update deal
Updates the details of an existing deal
Update task
Updates the details of 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.
Similar apps
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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