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Integrate CloudTalk with Agile CRM
Send information between CloudTalk and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact is in Agile CRM each time a new contact is created in CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Agile CRM whenever a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Agile CRM.
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Create a new contact is in Agile CRM each time a new contact is created in CloudTalk
CloudTalk + Agile CRM
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Build your own integrations between CloudTalk and Agile CRM
Connect CloudTalk and Agile CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate CloudTalk and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Agent created
Triggers when a new agent is created
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Call created
Triggers when a new call of the selected type is created
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Contact created
Triggers when a new contact is created
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New Task
Triggers when a new task is created
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New Deal
Triggers when a new deal is created
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New Ticket
Triggers when a new ticket is created
All Actions - Actions are the automated tasks
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Add activity
Adds an activity to an existing contact
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Create agent
Creates a new agent
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Create contact
Creates a new contact
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Add note
Adds a note to an existing contact
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Send SMS
Sends an SMS message
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Update agent
Updates the details of an existing agent
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Update contact
Updates the details of an existing contact
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Fetch contact
Fetches the details of an existing contact using ID or keyword
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Create Task
Creates a task for the selected contact
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Create Deal
Creates a new deal
What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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.
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