Integrate Tookan with Agile CRM
Send information between Tookan and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Agile CRM for every new order created in Tookan
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Agile CRM whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in Agile CRM.
Create a new deal in Agile CRM for every new order created in Tookan
Tookan + Agile CRM
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Supported triggers and actions
Integrate Tookan and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
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 merchant
Creates a new merchant
Create delivery task
Creates a new delivery task
Create appointment task
Creates a new appointment task
Create pickup and delivery task
Creates a new pickup and delivery task
Create pickup task
Creates a new pickup task
Create customer
Creates a new customer
Create agent
Creates a new agent
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 Tookan?
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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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Logic
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Custom functions
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