Integrate Autopilot with Agile CRM
Send information between Autopilot and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Agile CRM whenever a new contact is added in Autopilot
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Agile CRM each time a new contact is created in Autopilot.
How it works
- The flow triggers when a new contact is added in Autopilot.
- Zoho Flow creates a new contact in Agile CRM.
Add a new contact in Agile CRM whenever a new contact is added in Autopilot
Autopilot + Agile CRM
Build your own integrations between Autopilot and Agile CRM
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Supported triggers and actions
Integrate Autopilot and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added to list
Triggers when a contact is added to the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact removed from list
Triggers when a contact is removed from the selected list
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
Create contact
Creates a new contact
Add contact to list
Creates a new contact and adds it to the selected list
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected contact
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
What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
Similar apps
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
Build comprehensive workflows using
Webhook triggers
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
