Integrate EngageBay with Agile CRM

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

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Add a new contact in Agile CRM whenever a new contact is added in EngageBay

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Agile CRM whenever a new contact is added in EngageBay.

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow creates a new contact in Agile CRM.
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Add a new contact in Agile CRM whenever a new contact is added in EngageBay

EngageBay + Agile CRM

Build your own integrations between EngageBay and Agile CRM

Connect EngageBay and Agile CRM 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 EngageBay and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

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 company

Creates a new company

Create contact

Creates a new contact

Create deal

Creates a new deal

Create event

Creates a new event

Create task

Creates a new task

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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