Integrate Agile CRM with Breeze

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

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Create a new task in Breeze each time a new task is created in Agile CRM

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Breeze each time 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 Breeze.
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Create a new task in Breeze each time a new task is created in Agile CRM

Agile CRM + Breeze

Build your own integrations between Agile CRM and Breeze

Connect Agile CRM and Breeze with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agile CRM and Breeze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

Project created

Triggers when a new project is created

Task updated

Triggers when a task is updated

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Deal

Creates a new deal

Create project

Creates a new project

Create task

Creates a new task

Create to-do list

Creates a new to-do list for a task

Create to-do

Creates a new to-do in to-do list

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.

What is Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

Project Management

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 >

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

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

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