Integrate Zoho Marketing Automation with Agile CRM
Send information between Zoho Marketing Automation and Agile CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho Marketing Automation and Agile CRM
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Supported triggers and actions
Integrate Zoho Marketing Automation and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
All Actions - Actions are the automated tasks
Add lead score
Adds lead score for the specified email address
Add lead to journey
Adds the specified lead to a journey
Clone campaign
Clones an existing campaign
Create or update lead
Creates a new lead or updates the details of an existing lead
Create list
Creates a new list
Tag lead
Adds the specified tag to a lead
Send email campaign
Sends an existing email campaign
Create lead tag
Creates a new lead tag
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Untag lead
Removes the specified tag from a lead
Unsubscribe lead
Removes a lead from the selected list
Update list
Updates the details of an existing list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
Create Company
Creates a new company
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
What is Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
Similar apps
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.
Learn more >
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
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.
Neville Mader
Director, Perth Security Services
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
