Integrate Ultimate Member with Agile CRM

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

Explore prebuilt integration flows to get started

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Create a new contact in Agile CRM for each form entry generated by Ultimate Member

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Agile CRM using the form inputs received in Ultimate Member.

How it works
  1. The flow triggers when a new form entry is made in Ultimate Member.
  2. Zoho Flow creates a new contact in Agile CRM.
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Create a new contact in Agile CRM for each form entry generated by Ultimate Member

Ultimate Member + Agile CRM

Build your own integrations between Ultimate Member and Agile CRM

Connect Ultimate Member 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 Ultimate Member and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User role changed

Triggers when the role of a user is updated

User registered

Triggers when a user is registered

User account updated

Triggers when the details of a user account is updated

User profile updated

Triggers when the details of a user profile is updated

User status changed

Triggers when the status of a user is updated

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

Update user status

Updates the status of an existing user

Fetch user

Fetches the details of an existing user

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 Ultimate Member?

Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.

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 >

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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

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

Siddharth Ahuja

CEO, Fabricroot

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