Integrate ExpoFP with Agile CRM
Send information between ExpoFP and Agile CRM automatically, without writing any code, using Zoho Flow.
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Generate a company profile in Agile CRM for recently added exhibitors in ExpoFP
Automate exhibitor data updates in your customer relationship management software to eliminate manual entry hassles. This flow will set up a new company in Agile CRM following the addition of an exhibitor to ExpoFP.
How it works
- The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
- Zoho Flow creates a new company in Agile CRM.
Generate a company profile in Agile CRM for recently added exhibitors in ExpoFP
ExpoFP + Agile CRM
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Supported triggers and actions
Integrate ExpoFP and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Booth removed from an exhibitor
Triggers when a booth is removed from an exhibitor
Exhibitor created or updated
Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated
Booth added in an exhibitor
Triggers when a booth is added in an exhibitor
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
Add exhibitor booth
Adds a specified booth in the selected exhibitor
Add exhibitor
Adds a new exhibitor
Update exhibitor
Updates the details of an existing exhibitor
Remove exhibitor booth
Removes the specified booth in the selected exhibitor
Fetch booth
Fetches the details of an existing booth using name
Fetch exhibitor
Fetches the details of an existing exhibitor using exhibitor ID
Fetch exhibitor ID
Fetches the ID of the exhibitor using external ID
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
Create Contact
Creates a new contact
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
What is ExpoFP?
ExpoFP is an online interactive floor plan design and management software solution for owners to sell booths and find exhibitors. It helps exhibitors and attendees check availability, reserve and modify booth bookings online, and more.
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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.
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Learn more >With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
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CTO, Alebat Education
Zoho Flow has ensured we can offer a unified customer experience by guaranteeing our data is consistent across all our apps.
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Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
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