Integrate Zoho Commerce with Agile CRM
Send information between Zoho Commerce and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Agile CRM for every new order placed through Zoho Commerce
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in Agile CRM for each new order placed in Zoho Commerce.
How it works
- The flow triggers when a new order is received in Zoho Commerce.
- Zoho Flow creates a new deal in Agile CRM.
Set up a new deal in Agile CRM for every new order placed through Zoho Commerce
Zoho Commerce + Agile CRM
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Supported triggers and actions
Integrate Zoho Commerce and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New order
Triggers when a new order is received
Declined order
Triggers when an order is declined
Sales order payment received
Triggers when a sales order payment is received
Confirmed order
Triggers when an order is confirmed
Shipped order
Triggers when an order is shipped
Product updated
Triggers when the details of an existing product are updated
Product created
Triggers when a new product is created
Canceled order
Triggers when an order is canceled
Delivered order
Triggers when an order is delivered
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 variant
Creates a new variant for the specified product
Create product
Creates a new product
Invite member to portal
Invites a member to the selected portal using email address
Create coupon
Creates a new coupon
Mark order as confirmed
Marks the status of the specified order as confirmed
Update variant
Updates the details of an existing variant
Mark order as delivered
Marks the status of the specified order as delivered
Mark order as void
Marks the status of the specified order as void
Mark order as shipped
Marks the status of the specified order as shipped
Update product
Updates the details of an existing product
Fetch variant - By ID
Fetches the details of an existing variant by ID
Fetch sales order
Fetches the details of an existing sales order
Fetch variant - By SKU
Fetches the details of an existing variant by SKU
Fetch customer - By email address
Fetches the details of an existing customer by email address
Fetch variant - By name
Fetches the details of an existing variant by name
Fetch customer - By ID
Fetches the details of an existing customer by ID
Fetch product - By name
Fetches the details of an existing product by name
Fetch product - By ID
Fetches the details of an existing product by 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 Zoho Commerce?
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
