Integrate Salesmate with Agile CRM

Send information between Salesmate and Agile CRM automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new contact is created in Salesmate.
  2. Zoho Flow creates a new contact in Agile CRM.
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Create a new contact is in Agile CRM each time a new contact is created in Salesmate

Salesmate + Agile CRM

Build your own integrations between Salesmate and Agile CRM

Connect Salesmate and Agile CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesmate and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

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 contact

Creates a new contact

Create activity

Creates a new activity

Create company

Creates a new company

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update activity

Updates the details of an existing activity

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch deal

Fetches the details of a deal by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch company

Fetches the details of a company by name, ID, or website

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

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.

CRM

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.

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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Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

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Technical Engineer, Master Liveaboards

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