Integrate Salesmate with Agile CRM
Send information between Salesmate and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Agile CRM each time a new contact is created in Salesmate
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Agile CRM each time a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact is in Agile CRM each time a new contact is created in Salesmate
Salesmate + Agile CRM
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Supported triggers and actions
Integrate Salesmate and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity 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 activity
Creates a new activity
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or 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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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.
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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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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
Endless integrations. End to manual work.
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