Integrate CloudTalk with Agile CRM
Send information between CloudTalk and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Agile CRM each time a new contact is created in CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Agile CRM whenever a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact is in Agile CRM each time a new contact is created in CloudTalk
CloudTalk + Agile CRM
Build your own integrations between CloudTalk and Agile CRM
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Supported triggers and actions
Integrate CloudTalk and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent 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 agent
Creates a new agent
Send SMS
Sends an SMS message
Add activity
Adds an activity to an existing contact
Create contact
Creates a new contact
Add note
Adds a note to an existing contact
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
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 CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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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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
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