

Integrate Zoho CRM with Agile CRM
Send information between Zoho CRM and Agile CRM automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Agile CRM each time a new contact is created in Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Agile CRM whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Agile CRM.


Generate a new contact in Agile CRM each time a new contact is created in Zoho CRM
Zoho CRM + Agile CRM

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Supported triggers and actions
Integrate Zoho CRM and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New contact
Triggers when a new contact is created

New module
Triggers when a new module is created

New user
Triggers when a new user is created

New lead
Triggers when a new lead is created

New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New note
Triggers when a new note is added

Updated module entry
Triggers when an entry is updated in the selected module

Entry created or updated
Triggers when a record entry is created or updated

Updated deal
Triggers when an existing deal is updated

User created or updated
Triggers when the details of an existing user are created or 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

Draft email template
Drafts an email based on the selected template

Convert lead to contact
Converts a lead to a contact

Update related module entry
Relates an entry in this module with an entry in another module

Enroll cadence
Enrolls an existing record to a cadence

Create or update lead
Creates a new lead. Updates the lead details if the email already exists.

Remove tags
Removes tags from the specified record

Create or update module entry
Creates a new module entry. Updates the module entry if it already exists

Add tags
Adds tags to the specified record

Create or update contact
Creates a new contact. Updates the contact details if the email already exists.

Update module entry
Updates the specified module entry

Add user
Adds a new user

Send mail merge
Sends a mail merge with details of the selected record

Raise signal
Raises a signal to Zoho CRM

Create module entry
Creates a new module entry (eg., Leads, Deals, etc)

Send email template
Sends an email to the specified users

Un-enroll cadence
Un-enrolles a record from the cadence

Add note
Adds a note to the selected module

Update user
Updates the details of an existing user based on user ID

Clone module entry
Clones an existing module entry

Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account
Fetches an account by its name or unique ID

Fetch email template
Fetches an email template by name

Fetch event
Fetches an event by its title or unique ID

Fetch lead
Fetches a lead by email address or unique ID

Fetch inventory template
Fetches an inventory template using ID

Fetch user
Fetches the details of an existing user by name or email address

Fetch contact
Fetches a contact by email address, unique ID, or name

Cancel call
Cancels a event

Delete module entry
Deletes the specified entry

Fetch module entry
Fetches a module entry by the specified values

Fetch product
Fetches a product by its name or unique 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 CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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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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