Integrate Salesflare with Agile CRM
Send information between Salesflare and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Agile CRM whenever a new contact is created in Salesflare
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Agile CRM each time a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM whenever a new contact is created in Salesflare
Salesflare + Agile CRM
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Supported triggers and actions
Integrate Salesflare and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity 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
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create contact
Creates a new contact
Create task
Creates a new task
Create call
Creates a new call
Fetch person
Fetches a person by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch opportunity
Fetches an opportunity by ID, name, or account
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 Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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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