Integrate Contactually with Agile CRM
Send information between Contactually and Agile CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact in Agile CRM whenever a new contact is created in Contactually
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 Contactually.
How it works
- The flow triggers when a new contact is created in Contactually.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM whenever a new contact is created in Contactually
Contactually + Agile CRM
Build your own integrations between Contactually and Agile CRM
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Supported triggers and actions
Integrate Contactually and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New bucketed contact
Triggers when a contact is added to the selected bucket
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 or update contact
Creates or updates the details of a contact
Create interaction
Creates a new interaction with a contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Fetch bucket
Fetches the details of an existing bucket
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 Contactually?
Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.
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.
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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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Toto
Technical Engineer, Master Liveaboards
