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.
Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.Zoho Mail Integrations
Agile CRM + MailChimpTurn new Agile CRM Contacts into MailChimp subscribers Read More...
Agile CRM + GmailSend Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
Agile CRM + MailChimpCreate MailChimp Subscribers from tagged Agile CRM Contacts Read More...
It's easy to connect Agile CRM + Zoho Mail without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers whenever you receive a new email.
Triggers every time you receive a new email matching search criteria.
Triggers once a new email is received and tagged within two days.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Draft and send a new email message.
This article shall discuss Agile CRM and Zoho Mail with regards to how they can be integrated.
Agile CRM, developed by AgilePoint, is a customer relationship management software that allows companies to manage their relationships with their customers. It allows clients to view a complete history of their interactions with the company, enabling them to adjust approaches based on previous successes and failures. It also provides an automated means of communication so that companies can automatically follow up with clients based on specific criteria that have been set by the client or the company.
Zoho Mail is a web-based email service which offers features such as free and paid storage, automatic sorting of bulk emails, and encryption options to ensure privacy. It also allows users to create filters for incoming mail so that users may designate certain mail as read immediately when it arrives in their inboxes.
These two products can be integrated so that companies can communicate with their customers through Zoho Mail. Companies can also choose to have their marketing campaigns sent out through both Zoho Mail and Agile CRM so that they may gather information regarding how effective a campaign is and how likely it is to be converted into sales of their services or products.
Companies can integrate these two tools to enable easier communication between themselves and their customers. This will allow them to more easily and accurately manage their customer relationships and will allow them to make adjustments based off previous communications with the customer which may have been successful or unsuccessful. The integration will also allow for automated communication between the company and the customer based off specific criteria that has been set by the company or the client. For example, if a company wishes to send out a marketing campaign to its customers, they can use Zoho Mail to automatically send a message out to all of its customers who are interested in receiving more information about the campaign.II. Benefits of Integration of Agile CRM and Zoho Mail
Companies will be able to adjust their methods of communication with their customers based off previous interactions with the customer. This allows companies to change strategies when they fail and will make their future attempts more successful. Companies will also be able to automate communication between themselves and the customer by using Zoho Mail as a delivery tool for messages from the company. This will allow companies to save time and resources that would otherwise be spent manually sending out these messages.
The process to integrate Agile CRM and Zoho Mail 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.