Integrate ConvergeHub with Agile CRM
Send information between ConvergeHub and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Agile CRM whenever a new contact is added in ConvergeHub
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Agile CRM each time a new contact is created in ConvergeHub.
How it works
- The flow triggers when new contact is created in ConvergeHub.
- Zoho Flow creates a new contact in Agile CRM.
Add a new contact in Agile CRM whenever a new contact is added in ConvergeHub
ConvergeHub + Agile CRM
Build your own integrations between ConvergeHub and Agile CRM
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Supported triggers and actions
Integrate ConvergeHub and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New target
Triggers when a new target is created
New contact
Triggers when new contact is created
New event
Triggers when a new event is created
New lead
Triggers when a new lead is created
New account
Triggers when a new account 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 account
Creates a new account
Create event
Creates a new event
Create contact
Creates a new contact
Create lead
Creates a new lead
Create target
Creates a new target
Update lead
Updates the details of an existing lead
Fetch event
Fetches an existing event by ID
Fetch account
Fetches an existing account by ID
Fetch lead
Fetches an existing lead by ID
Fetch contact
Fetches an existing contact by ID
Fetch target
Fetches an existing target by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
