Integrate Agile CRM with TeamWave
Send information between Agile CRM and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in TeamWave whenever a new task is initiated in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to TeamWave every time a new task is added in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in TeamWave.
Set up a new task in TeamWave whenever a new task is initiated in Agile CRM
Agile CRM + TeamWave
Build your own integrations between Agile CRM and TeamWave
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Supported triggers and actions
Integrate Agile CRM and TeamWave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Company
Creates a new company
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Create organization
Creates a new organization
Create event
Creates a new event
Create deal
Creates a new deal
Create task
Creates a new task
Create activity
Creates a new activity
Create project
Creates a new project
Create task list
Creates a new task list
Create milestone
Creates a new milestone
Create person
Creates a new person
Update person
Updates the details of an existing person
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
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
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
