Integrate Cartloom with Agile CRM
Send information between Cartloom and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Agile CRM for each new order placed in Cartloom
Enable sales reps to view new orders through the creation of deals in your customer relationship management software instantly. This flow will generate a new deal in Agile CRM whenever a new order is created in Cartloom.
How it works
- The flow triggers when a new order is created in Cartloom.
- Zoho Flow creates a new deal in Agile CRM.
Create a new deal in Agile CRM for each new order placed in Cartloom
Cartloom + Agile CRM
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Supported triggers and actions
Integrate Cartloom and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Discount added
Triggers when a new discount is added
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 discount
Adds a new discount
Fetch discount
Fetches the details of an existing discount by ID
Fetch order
Fetches the details of an existing order by invoice number
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 Cartloom?
Cartloom is ecommerce software that lets you create custom subscription plans, recover abandoned carts, and sell in any website by embedding snippets.
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
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
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
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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
