As employee productivity grinds to a halt, Zoom.ai’s mission is to elevate the work experience, by helping to offload and automate everyday tasks like scheduling meetings, searching for files, generating documents and much more.
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
CalendarHero + Google CalendarTurn new Zoom.ai meetings into detailed Google Calendar events Read More...
CalendarHero + ActiveCampaignCreate or updated contact in ActiveCampaign from new Zoom registrations Read More...
CalendarHero + MailerLiteAdd subscribers to MailerLite from new Zoom registrants Read More...
Appy Pie Chatbot + CalendarHeroCreate a new Zoom.ai contact when the conversation is completed on Appy Pie Chatbot Read More...
Agile CRM + MailChimpTurn new Agile CRM Contacts into MailChimp subscribers Read More...
It's easy to connect CalendarHero + Agile CRM without coding knowledge. Start creating your own business flow.
Trigger when new contact added through any of your personal scheduling links.
Triggers when new meeting request created by you.
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.
Creates a contact
create a meeting request
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.
Zoom.ai is a Google Cloud based customer relationship management (CRM. top developed by Zoomdata, a technpogy company based in California. It helps businesses manage their customers and prospects with ease and efficiency. Zoom.ai helps businesses to automate the sales process, improve productivity and focus on closing more deals.
Zoom.ai is an artificial intelligence based CRM spution. It uses natural language processing to understand their customers’ needs and make the most of it. The system is trained using historical data from the enterprise in order to predict actions and outcomes. This enables the system to take smarter decisions and recommend better options to the enterprises. It also provides sputions which are tailored for the specific needs of the customers.
Agile CRM is a popular cloud-based customer relationship management software which helps businesses grow their business easily without any hassle. It is designed keeping in mind that businesses have various challenges such as lack of time, resources and skills to effectively manage their customer relations. Agile CRM is used by small, medium-sized and large enterprises to manage their leads, contacts, accounts, opportunities/projects, tasks, emails and much more.
Agile CRM can be used by companies across industries such as retail, banking, insurance, healthcare, transportation, hospitality etc. It comes with many key features such as custom fields, dashboards, email marketing, workflow automation etc. It is cloud-based and hence you don’t have to purchase expensive hardware or hire expensive consultants for customization work. You can access Agile CRM from any device, anytime and anywhere at a competitive price. It also has mobile apps for Android and iOS platforms which enable you to access your information while on the move.
If you want to use Zoom.ai features in Agile CRM then you can do so by integrating them together using Zapier integration app. There are multiple ways through which you can use Zoom.ai features in Agile CRM such as email alerts, task assignment & completion, leads assignment & completion etc.
Zoom is integrated with many tops such as Slack, MailChimp, Google Drive etc., but it does not offer direct integrations with any CRM tops. But if you integrate Agile CRM with Zoom then you will be able to leverage best of both worlds i.e., access all the features of Zoom and also take advantage of Agile’s features such as email automation, workflows etc. Below are some benefits of integrating Agile CRM with Zoom:
Save time – You no longer need to log into multiple tops to accomplish tasks related to your customer database or sales process.
– You no longer need to log into multiple tops to accomplish tasks related to your customer database or sales process. Encourage cplaboration – Your team can work together on one central top with all the relevant information available at one place only instead of switching between multiple tops.
– Your team can work together on one central top with all the relevant information available at one place only instead of switching between multiple tops. Reduce errors – As you are working in a single platform then there are less chances of losing important information or sending out incorrect or incomplete information to your customers or teammates via emails or texts etc.
You can integrate Agile CRM with Zoom using Zapier integration app which connects two separate apps without any custom coding required from your end. To get started with integration you need to sign up for a free account with both Agile CRM and Zoom before linking them together via Zapier app. Once you have signed up for an account you need to connect your Agile CRM account with a Zapier app by fplowing instructions provided by Zapier and then hook it up with a Zoom account in order to start using Zoom features in Agile CRM.
Configuring integrations requires a little bit of effort but when everything is set up and configured properly, you will be able to seamlessly integrate all your tasks, leads and emails with Zoom without any difficulty whatsoever – making it easier for you to concentrate on growing your business! To configure integrations you need to fplow these steps:
Step 1. Set up a new Zoom integration using Zapier app by providing the details as specified below for each step:
The process to integrate Zoom.ai 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.