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Agile CRM + Zoho Subscriptions Integrations

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

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 Subscriptions

Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.

Zoho Subscriptions Integrations
Zoho Subscriptions Alternatives

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

  • Stripe Stripe
  • Paypal Paypal

Best Agile CRM and Zoho Subscriptions 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 Subscriptions in easier way

It's easy to connect Agile CRM + Zoho Subscriptions 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.

  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

    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.

How Agile CRM & Zoho Subscriptions 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 Subscriptions as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Subscriptions 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 Subscriptions

Zoho Subscriptions is a software where you can create, manage and track your subscriptions. It has features like reports, billing details, invoices, sales history, customer payments, and more.Zoho Subscriptions integrates with Agile CRM to give you an even better experience. For example, when you integrate Zoho Subscriptions with Agile CRM, you get the following integration features:·          Reports with customer data from both Agile CRM and Zoho Subscriptions·          Email templates that you can access in Agile CRM·          Customer information like addresses, phone numbers, emails and notes that are available in Agile CRM·          Auto-population of recurring customer information from Zoho Subscriptions into Agile CRM·          Saving of leads and contacts from Zoho Subscriptions in Agile CRM·          Ability to update contact information for existing customers in Agile CRM·          Option to sync contacts from Zoho Subscriptions to Agile CRM and vice versaAgile CRM is a tool used by small and midsize businesses to manage and analyze their contact information. It has several modules to help you be organized. You can manage your leads, contacts and opportunities, set up marketing campaigns, create sales reports, create invoices, manage projects, etc.Zoho Subscriptions is an integrated subscription management tool for Zoho products. Here you can track subscriptions for your organization. You can also provide value added services like renewal reminders, customer support (chat or email), product upgrades and more.You can integrate the two above-mentioned tools to get the best of both worlds. By integrating them, you will be able to:·        Create contact records automatically in Agile CRM from Zoho Subscriptions·        Update contact records like addresses, phone numbers and notes in Agile CRM from Zoho Subscriptions·        Sync contacts from Zoho Subscriptions to Agile CRM and vice versa

    Integration of Agile CRM and Zoho Subscriptions

 To integrate Agile CRM with Zoho Subscriptions, you need to follow the steps below:

  • Log in to your Zoho account. In case you do not have one yet, then go here to create one.
  • Go to Settings > Applications > Add Application > Agile CRM > Save.
  • Add your Agile CRM credentials > Save > Done.
  • You can now see your Agile CRM contacts showing up in Zoho Subscriptions on the Contact page.
  • You can also sync contacts from Zoho Subscriptions to Agile CRM and vice versa by clicking on the "Sync Contacts" button under Account Info > Contacts > Select Contacts > Save Changes.

    Benefits of Integration of Agile CRM and Zoho Subscriptions

There are certain pros that you will enjoy by integrating the two tools together:

  • You can get all your customer information at one place thereby saving time as well as effort. Customers' information will be available in both products without having to manually update it.
  • You can save money by getting discounts on your Zoho products if you are using Agile CRM. Also, you will be able to get valuable promotions and coupons on your Zoho products if you are using Agile CRM.
  • You can create leads in Agile CRM from your existing customers in Zoho Subscriptions. This means that you can reach out to them via email marketing or any other marketing channel.

By integrating these two products together, you can eliminate the redundant tasks and get the best out of both worlds. This post gives you an overview of how to integrate them together as well as what benefits such integration will bring for your organization's sales teams and operations teams.

The process to integrate Agile CRM and Zoho Subscriptions 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.