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Connect Agile CRM to Zoho CRM

Automate workflows and sync data between Agile CRM and Zoho CRM with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Agile CRM & Zoho CRM?

Intelligent Automation Workflows

Leverage 3 available triggers from Agile CRM to execute 10 targeted actions in Zoho CRM automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Agile CRM and Zoho CRM perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Agile CRM and Zoho CRM for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Agile CRM logo

Agile CRM

Triggers (3)

New Contact

Emit new event when a new contact is created

polling
New Task

Emit new event when a new task is created

polling
New Ticket

Emit new event when a new ticket is created

polling

Actions (14)

Add Score to Contact

Used to change the score of a contact. See the documentation

Add Tags to Contact

Adds a tag or tags to an existing contact. See the documentation

Create Company

Create a new company in Agile CRM. See the documentation

Create Contact

Create a new contact in Agile CRM. See the documentation

Create Contact Note

Adds a note to a contact. See the documentation

Create Deal

Create a new deal in Agile CRM. See the documentation

Create Deal Note

Adds a note to a deal. See the documentation

Create Task

Create a new task in Agile CRM. See the documentation

Create Ticket

Create a new ticket in Agile CRM. See the documentation

List Filter Options

Retrieves available options for the Filter field.

Update Company

Updates an existing company in Agile CRM. See the documentation

Update Contact

Update an existing contact in Agile CRM. See the documentation

Update Deal

Updates an existing deal in Agile CRM. See the documentation

Update Deal Note

Update a note attached to a deal. See the documentation

Zoho CRM logo

Zoho CRM

Triggers (9)

New Contact (Instant)

Emits an event each time a new contact is created in Zoho CRM

webhook
New Event (Instant)

Emit new custom events from Zoho CRM

webhook
New Lead (Instant)

Emits an event each time a new lead is created in Zoho CRM

webhook
New Module Entry (Instant)

Emit new events each time a new module/record is created in Zoho CRM

webhook
New or Updated Contact (Instant)

Emits an event each time a new contact is created or updated in Zoho CRM

webhook
New or Updated Lead (Instant)

Emits an event each time a new lead is created or updated in Zoho CRM

webhook
New or Updated Module Entry (Instant)

Emits an event each time a module/record is created or edited in Zoho CRM

webhook
New User

Emits an event each time a new user is created in Zoho CRM

polling
Updated Module Entry (Instant)

Emits an event each time a new module/record is updated in Zoho CRM

webhook

Actions (10)

Convert Lead

Converts a Lead into a Contact or an Account. See the documentation

Create Object

Create a new object/module entry. See the documentation

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

List Objects

Gets the list of available records from a module.

Search Objects

Retrieves the records that match your search criteria.

Update Object

Updates existing entities in the module. See the documentation

Upload Attachment

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Agile CRM trigger → Create/Update in Zoho CRM

Most Popular
Agile CRMAgile CRM

New Contact

Zoho CRMZoho CRM

Convert Lead

When Zoho CRM trigger → Update Agile CRM

Bi-directional
Zoho CRMZoho CRM

New Contact (Instant)

Agile CRMAgile CRM

Add Score to Contact

How It Works

1

Connect Apps

Authenticate your Agile CRM and Zoho CRM accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Agile CRM and Zoho CRM with 12 public triggers available for instant updates.

Automated Actions

Execute 24 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Agile CRM and Zoho CRM in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Agile CRM and Zoho CRM with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Zoho CRM to Agile CRM for bidirectional automation

View Integration
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