Integrate ExpoFP with Agile CRM

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

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Generate a company profile in Agile CRM for recently added exhibitors in ExpoFP

Automate exhibitor data updates in your customer relationship management software to eliminate manual entry hassles. This flow will set up a new company in Agile CRM following the addition of an exhibitor to ExpoFP.

How it works
  1. The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
  2. Zoho Flow creates a new company in Agile CRM.
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Generate a company profile in Agile CRM for recently added exhibitors in ExpoFP

ExpoFP + Agile CRM

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Supported triggers and actions

Integrate ExpoFP and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Booth removed from an exhibitor

Triggers when a booth is removed from an exhibitor

Exhibitor created or updated

Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated

Booth added in an exhibitor

Triggers when a booth is added in an exhibitor

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

Add exhibitor booth

Adds a specified booth in the selected exhibitor

Add exhibitor

Adds a new exhibitor

Remove exhibitor booth

Removes the specified booth in the selected exhibitor

Update exhibitor

Updates the details of an existing exhibitor

Fetch exhibitor ID

Fetches the ID of the exhibitor using external ID

Fetch booth

Fetches the details of an existing booth using name

Fetch exhibitor

Fetches the details of an existing exhibitor using exhibitor ID

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 ExpoFP?

ExpoFP is an online interactive floor plan design and management software solution for owners to sell booths and find exhibitors. It helps exhibitors and attendees check availability, reserve and modify booth bookings online, and more.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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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