Integrate Agile CRM with TeamGrid

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

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Set up tasks in TeamGrid when new tasks are initiated in Agile CRM

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in TeamGrid whenever a new task is initiated 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 TeamGrid.
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Set up tasks in TeamGrid when new tasks are initiated in Agile CRM

Agile CRM + TeamGrid

Build your own integrations between Agile CRM and TeamGrid

Connect Agile CRM and TeamGrid 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 TeamGrid 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

Task created

Triggers when a task is created

Task completed

Triggers when task is completed

Contact created

Triggers when a new contact is created

Project completed

Triggers when a project is completed

Project created

Triggers when a new project 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 task

Creates a new task

Complete project

Completes an existing project

Create project

Creates a new project

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony 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.

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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 >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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