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Zoho People + Agile CRM Integrations

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

About Zoho People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

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.

Agile CRM Integrations
Agile CRM Alternatives

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

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Best Zoho People and Agile CRM Integrations

  • Zoho People MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Zoho People 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
  • Zoho People Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Zoho People 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
  • Zoho People MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Zoho People 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
  • Zoho People Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Zoho People 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
  • Zoho People Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Zoho People 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
  • Zoho People Slack

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

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

    Triggers
  • New Record

    Triggers every time a record is added in a specific form.

  • 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.

    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 Zoho People & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho People with Appy Pie Connect.

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Agile 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 Zoho People and Agile CRM

Zoho People is a Human Resource Management suite where users can manage their teams, employees and contacts. Zoho People also offers the ability to add documents and files, create surveys and quizzes, and conduct training sessions. Agile CRM is a Customer Relationship Management suite which helps sales people to track their sales leads, prospects and customers. Zoho People and Agile CRM can be integrated with each other to help sales managers to create tasks for their sales representatives and then easily track how many of them have been completed. Integration of Zoho People and Agile CRM saves time and increases productivity of sales teams.

Integration of Zoho People and Agile CRM

Zoho People and Agile CRM can be integrated by installing the Zoho Connector for Zoho CRM in your website. Zoho Connector for Zoho CRM sends task requests from your website to Zoho CRM. It has an add-on for Zoho CRM which allows you to create tasks, assign them to your employees and see their progress while keeping track of the number of tasks that have been completed. Task tracking is an important feature of Salesforce because it allows sales managers to quickly check on the status of the tasks assigned to their sales representatives and identify which ones need to be reassigned. Apart from being able to see the status of tasks from within your website, you can also use the Task List section in Zoho CRM to organize all the tasks assigned to your employees in one place. This allows you to quickly check on all the tasks assigned to your employees without having to go to each person’s profile individually.

Benefits of Integration of Zoho People and Agile CRM

Integration of Zoho People and Agile CRM offers multiple benefits for users. Integration of Zoho People and Agile CRM enables you to send a task request from your website to Zoho CRM when a prospective customer fills out a form. This allows you to track the progress of the task from the moment it is created in your website till it is completed by an employee in Zoho CRM. Tracking the task from start to finish enables you to use all the features in both Zoho CRM and Zoho People in order to communicate with your customer effectively. This allows you to tell your customer about the progress of the task in a timely manner and also gives you an opportunity to provide feedback about what he or she can expect in future regarding that particular task. Apart from allowing you to send a task request from your website to Zoho CRM, integration of Zoho People and Agile CRM also allows you to create tasks, assign them to your employees and see their progress while keeping track of the number of tasks that have been completed. This feature is extremely helpful for sales managers because they can quickly check on the status of the tasks assigned to their sales representatives and identify which ones need to be reassigned.

Integration of Zoho People and Agile CRM creates better communication between sales managers and their sales representatives. This is because it allows sales managers to see the progress of all the tasks assigned to their sales representatives at once, instead of checking each individual’s profile individually.

The process to integrate Zoho People 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.