Integrate EvaluAgent with Agile CRM
Send information between EvaluAgent and Agile CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact in Agile CRM whenever a new contact is created in EvaluAgent
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Agile CRM whenever a new contact is added in EvaluAgent.
How it works
- The flow triggers when a new contact is created in EvaluAgent.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM whenever a new contact is created in EvaluAgent
EvaluAgent + Agile CRM
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Supported triggers and actions
Integrate EvaluAgent and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Evaluation created
Triggers when a new evaluation is added
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 user
Adds a new user
Create contact
Creates a new contact
Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.
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 EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.
Similar apps
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.
Similar apps
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.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
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
Toto
Technical Engineer, Master Liveaboards
