Integrate Agile CRM with TeamGantt
Send information between Agile CRM and TeamGantt automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in TeamGantt as tasks are initiated in Agile CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in TeamGantt when a new task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates new task in TeamGantt.
Create tasks in TeamGantt as tasks are initiated in Agile CRM
Agile CRM + TeamGantt
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Supported triggers and actions
Integrate Agile CRM and TeamGantt 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
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 company label
Creates a new company label
Add checklist item
Creates a new checklist item in the specified task
Create task
Creates new task
Create project
Creates new project
Update task
Updates the details of an existing task using task ID
Fetch task
Fetches the details of an existing task using task ID or task name
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 TeamGantt?
TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
