From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
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.Agile CRM Integrations
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It's easy to connect Zoho Connect + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new event is added.
Triggers when a new status (Feed) is added.
Triggers when new member is added to a group.
Triggers when you are mentioned in a status.
Triggers when new member is added to a network.
Triggers when a new task is added.
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.
Adds user to a group (invite and add, if the user is not a member of the network).
Adds a new event in a specific group.
Adds a new status (Feed) in a specific group.
Creates a private event.
Adds a private task.
Adds a new task in a specific board.
Sends an invite to the user to join your network.
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.
Nowadays, business is quite competitive. Small and medium-sized enterprises are facing a lot of challenges such as competition, price wars, and lack of customers’ trust.
The process of new customer acquisition is becoming longer and more complicated. It takes a lot of time and money to attract new customers.
In order to make the process of attracting new customers easier, one needs to use modern technpogies. One of the most popular CRM systems is Zoho Connect from Zoho. It’s easy to use and has many useful features. The main goal of this system is to help companies to recruit new clients and manage their relationships.
Integration of Zoho Connect with Agile CRM is one of the most effective sputions for SMEs (Small and Medium Sized Enterprises. The feature called “Zoho Connect - Smart Forms” allows any businesses to do it.
Besides, due to various integrations, it’s possible to create a simple web site or a mobile application on which customers can find necessary information about the company and its products.
One can integrate Zoho Connect with Agile CRM in several ways. The most convenient way is to use the functionality "Zoho Connect - Smart Forms". It allows the user to create web forms and send them via email or text message.
After that the form is filled in by the customer and sent back to the company. Using this integration, it’s possible to achieve both marketing and sales goals of the company. Thus, a company can get new leads or convert current ones into actual customers.
To use this feature, one needs to simply sign up for the Smart Forms service in Zoho Connect. After that, one can make an integration with Agile CRM free of charge.
It’s possible to use Zoho Connect - Smart Forms for various purposes. For example, a company can create a web form on its website and ask potential customers to fill it out. This will allow them to get more information about the company. Thus a company can get a better understanding of what clients need and how they want to be communicated with in the future. In addition, they will get more information about potential customers and their preferences. This information will be useful during business negotiations with them. Besides, creating a form on a website allows people to receive necessary information and take some actions at any moment, thus increasing conversion rates. For example, if a person is interested in the company's services, he/she can find information about it on the website. If everything is interesting for him/her, he/she can send an inquiry to the company and call the contact number via smart form in his/her mobile phone immediately afterwards. In other words it's rather convenient for a potential customer to fill out a smart form on his/her computer and call a sales representative later if it's necessary. This approach helps businesses to increase their sales by making sales less dependent on their staff availability during working hours. Besides, it makes it possible for companies to give their employees more freedom because they won't have to be present at work all day long. Smart Forms is not only useful for SMEs but also for big businesses that can't spare resources for filling out forms manually. To sum up, it's necessary to mention that using this feature will help businesses to get more leads and increase their sales at the same time. In addition, it will improve their image among customers.
The process to integrate Zoho Connect and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.