Integrate Zingtree with Agile CRM
Send information between Zingtree and Agile CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zingtree and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Session
Triggers when a new session is created
New Session in Tree
Triggers when a new session is created in the selected tree
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
Fetch Session Note
Fetches agent-entered notes for the selected session
Fetch Session Details
Fetches details about the selected session
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 Zingtree?
Zingtree is a customer support tool that makes building and sharing interactive decision trees easy. You can publish and integrate trees, watch every session, and use analytics to assess the performance specifics.
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.
Similar apps
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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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