Integrate Productive with Agile CRM

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

Explore prebuilt integration flows to get started

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Set up a new task in Productive whenever a new task is initiated in Agile CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Productive when a new task is created in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in Productive.
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Set up a new task in Productive whenever a new task is initiated in Agile CRM

Agile CRM + Productive

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Generate a new contact in Agile CRM each time a new contact is created in Productive

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Agile CRM each time a new contact is created in Productive.

How it works
  1. The flow triggers when a new contact is added in Productive.
  2. Zoho Flow creates a new contact in Agile CRM.
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Generate a new contact in Agile CRM each time a new contact is created in Productive

Productive + Agile CRM

Build your own integrations between Productive and Agile CRM

Connect Productive and Agile CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Productive and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Booking created

Triggers when a new booking is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is added

Task created

Triggers when a new task is created

Contract created

Triggers when a new contract 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 contract

Creates a new contract

Create booking

Creates a new booking

Create task

Creates a new task

Create deal

Creates a new deal

Create project

Creates a new project

Create contact

Creates a new contact

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update contract

Updates the details of an existing contract

Update deal

Updates the details of an existing deal

Update booking

Updates the details of an existing booking

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID

Fetch contract

Fetches the details of an existing contract using ID

Fetch company

Fetches the details of an existing company using name

Fetch project

Fetches the details of an existing project using project ID

Fetch people

Fetches the details of the specified people

Fetch deal

Fetches the details of an existing deal using ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch task

Fetches the details of an existing task using task 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 Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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