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Agile CRM + Zoho CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Zoho CRM

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Agile CRM and Zoho CRM Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

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    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Agile CRM + Zoho CRM in easier way

It's easy to connect Agile CRM + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Agile CRM & Zoho CRM Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agile CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Zoho CRM

I would like to start by giving a brief background of Agile CRM and Zoho CRM. “Agile” is the flagship brand of Infor Global Solutions, which is a global business software company that designs, develops, and sells enterprise resource planning (ERP. software. It was founded in 1986 in Fort Lauderdale, Florida. It has more than 20 offices in five countries. Infor provides enterprise resource planning (ERP), customer relationship management (CRM. and supply chain management (SCM. applications. It has more than 5600 customers across all industries and regions.In the 1990s, Infor developed a product called Agile, which combined technology from its various vertical markets. Subsequent development led to the creation of three major products. Infor ERP, Infor CRM and Infor SCM.

Zoho CRM is a cloud-based customer relationship management application developed by Zoho Corporation. The software offers sales force automation, marketing automation, customer support automation and help desk automation. It also includes features for customer engagement, like lead management, email integration, marketing campaigns and surveys.In 1996, Lakshmi Narayanan founded the company ZOHO Corporation in Silicon Valley with an aim of providing small businesses with affordable solutions for accounting and financial management. Later in the year 2000, it launched its first Web-based applications. Its flagship product was Zoho CRM that was launched in the year 2006. Since then, the company has been serving over 1 million users worldwide. In December 2014, it had 1000+ employees and offices in 23 cities across 7 countries around the world.

    Integration of Agile CRM and Zoho CRM

Integration between Agile CRM and Zoho CRM is very easy. You can integrate both these products using Zapier . To integrate Agile CRM with Zoho CRM you need to have a Zapier account . Once you have a Zapier account you can connect Zapier with your Agile CRM system. Now you can create different connections for each of the requirements you have. For example, if you want to update leads created in Zoho CRM to Agile CRM system then you can create a connection between your Zoho CRM system and Agile CRM system. If you want to create new leads in your Agile CRM system from your Zoho CRM system you can also do that by creating a connection between your two systems using Zapier .To integrate Agile CRM with Zoho CRM you will need an API key from both the systems . You will find the API keys under Settings menu in your Agile CRM system. Click on API Keys option and then click on Add New Key . Similarly, you will get an API key for your Zoho CRM system under Setting > API Key . You can use the same API key in your Zapier account.You can set up the different connections depending upon your requirements to synchronize data between your two systems . There are different options for each connection like Trigger , Action , as well as Advanced Options . You can choose Trigger depending on your requirement (For example. When I create a new Lead , when I create a new Contact etc.. You can choose an action for each of your trigger (For example. Create Lead , Update Lead etc.. You can also set up advanced options for each connection like Delay Time , Throttle etc.When you want to update leads created in Zoho CRM to Agile CRM system you will need the following information. First Name Last Name Email Phone Number Company Name Job Title Country Zip Code etc. These details are necessary to create a connection between your Agile CRM and Zoho CRM systems using Zapier .Now you have connected your two systems using Zapier , whenever you create a lead in your Zoho CRM system it gets automatically added to your Agile CRM system . Similarly, when you create a lead in your Agile CRM system it will get added to your Zoho CRM System . All this happens automatically without any hassle since you have used Zapier to connect different systems .B. Benefits of Integration of Agile CRM and Zoho CRMBenefits of integrating Agile CRM and Zoho CRM are – Easy integration between two systems. Since there is an integration between these two systems they are quite easy to integrate with each other . This integration saves time and resources required to integrate two different systems separately.Integration between two cloud based products . Both these products are cloud based so integration is quite simple as compared to other products that are on premises or local based . Updating leads from one system to another . Since there is an integration between these two systems whenever any new lead gets created in one system it gets updated in the other system automatically . Thus this helps us save time and effort as we do not have to manually add leads from one system to another .Integration of two robust products . Both these products have robust features that help us manage our business more effectively especially when we integrate them with each other . For example, if we integrate our contacts feature with Zoho CRM then we will be able to manage our contacts easily from one place instead of managing contacts in multiple places . This helps us save time and effort as well as makes our task easier .Integration of different business tools . Both these products offer features that are useful for businesses . So when we integrate these two products we can get benefits of both products together in one place instead of using separate tools for different purposes . We can manage our leads , accounts , contacts etc. all from one place rather than managing them separately using different tools .

Both these products offer excellent features that are useful for enterprises . Many businesses use both these products together to get benefits of various features offered by both the products .

The process to integrate Agile CRM and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.