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
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
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new contact in Agile CRM.
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 900+ 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
Form entry made
Triggers when a new form entry is made
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
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.
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.
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 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
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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
