Integrate Autopilot with Agile CRM

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

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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
  1. The flow triggers when a new contact is added in Autopilot.
  2. Zoho Flow creates a new contact in Agile CRM.
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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

Connect Autopilot and Agile CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

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.

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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