Integrate CATS with Agile CRM
Send information between CATS and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Agile CRM whenever a new contact is created in CATS
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Agile CRM each time a new contact is created in CATS.
How it works
- The flow triggers when a new contact is created in CATS.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM whenever a new contact is created in CATS
CATS + Agile CRM
Build your own integrations between CATS and Agile CRM
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Supported triggers and actions
Integrate CATS and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Pipeline added
Triggers when a new candidate is added to a job
Candidate created
Triggers when a new candidate is created
Activity created
Triggers when a new activity is created
User created
Triggers when a new user is created
Job created
Triggers when a new job is created
Contact created
Triggers when a new contact is created
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 company
Creates a new company
Create task
Creates a new task
Create candidate
Creates a new candidate
Create job
Creates a new job
Create contact
Creates a new contact
Fetch company
Fetches the details of an existing company
Fetch candidate
Fetches the details of an existing candidate
Fetch contact
Fetches the details of an existing contact
Fetch job
Fetches the details of an existing job
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 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.
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