Integrate ConvergeHub with Agile CRM

Send information between ConvergeHub and Agile CRM automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when new contact is created in ConvergeHub.
  2. Zoho Flow creates a new contact in Agile CRM.
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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

Connect ConvergeHub and Agile CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

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