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Agile CRM + Zoho Campaigns

Create deals in Agile CRM when new contacts are added to Zoho Campaigns

Effortlessly manage your sales pipeline by connecting Zoho Campaigns and Agile CRM with this workflow. Whenever a new contact is added in Zoho Campaigns, the automation will create a deal in Agile CRM, ensuring that you never miss out on a potential sales opportunity. Save time and stay organized, while focusing on what matters most - growing your business.

Effortlessly manage your sales pipeline by connecting Zoho Campaigns and Agile CRM with this workflow. Whenever a new contact is added in Zoho Campaigns, the automation will create a deal in Agile CRM, ensuring that you never miss out on a potential sales opportunity. Save time and stay organized, while focusing on what matters most - growing your business.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create Deal

    Create a deal in the Agile CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Related categories

  • CRM (Customer Relationship Management)

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