Integrate Agile CRM with TeamWave

Send information between Agile CRM and TeamWave automatically, without writing any code, using Zoho Flow.

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Set up a new task in TeamWave whenever a new task is initiated in Agile CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to TeamWave every time a new task is added in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in TeamWave.
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Set up a new task in TeamWave whenever a new task is initiated in Agile CRM

Agile CRM + TeamWave

Build your own integrations between Agile CRM and TeamWave

Connect Agile CRM and TeamWave with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agile CRM and TeamWave using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Ticket

Triggers when a new ticket is created

New Task

Triggers when a new task is created

New Deal

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create Contact

Creates a new contact

Add note to contact

Adds a note to an existing contact

Create Deal

Creates a new deal

Create Task

Creates a task for the selected contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Add note to deal

Adds a note to an existing deal

Create Company

Creates a new company

Update Company

Updates the details of an existing Company based on company ID

Update Task

Updates the details of an existing Task based on task ID

Create person

Creates a new person

Create milestone

Creates a new milestone

Create task list

Creates a new task list

Create event

Creates a new event

Create organization

Creates a new organization

Create project

Creates a new project

Create activity

Creates a new activity

Create task

Creates a new task

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update task

Updates the details of an existing task

Update person

Updates the details of an existing person

Update organization

Updates the details of an existing organization

Update event

Update the details of an existing event

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

What is TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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