Connect Agile CRM and Zoho Zeptomail
Integrate Agile CRM with Zoho Zeptomail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Email via Zoho Zeptomail when New Deal in Agilecrm
Send Email via Zoho Zeptomail when New Task in Agile CRM
Retrieve Email Logs from Zoho Zeptomail when New Contact in Agilecrm
Send Email via Zoho Zeptomail when New Contact in Agilecrm
Suppress Email Addresses or Domains in Zoho Zeptomail when New Deal in Agilecrm
Popular Agile CRM + Zoho Zeptomail flows
Start from a real workflow other teams are already running.
Choose a trigger
Agile CRM
When this happens...
New Contact
New Deal
New Task
Choose an action
Zoho Zeptomail
Automatically do this!
Send Email
List Templates
Create Email Template
Suppress Email Addresses or Domains
List Suppressed Recipients
Remove Entries From Suppression List
Retrieve Email Logs
Delete Email Template
Update Email Template for Selected Agent
Send Email via Zoho Zeptomail when New Deal in Agilecrm
Use this flowSend Email via Zoho Zeptomail when New Task in Agile CRM
Use this flowRetrieve Email Logs from Zoho Zeptomail when New Contact in Agilecrm
Use this flowSend Email via Zoho Zeptomail when New Contact in Agilecrm
Use this flowSuppress Email Addresses or Domains in Zoho Zeptomail when New Deal in Agilecrm
Use this flowList Templates from Zoho Zeptomail when New Deal in Agilecrm
Use this flowUpdate Email Template for Selected Agent in Zoho ZeptoMail when New Task in Agile CRM
Use this flowDelete Email Template in Zoho Zeptomail when New Contact in Agilecrm
Use this flowSuppress Email Addresses or Domains in Zoho Zeptomail when New Task in Agile CRM
Use this flowRemove Entries From Suppression List from the suppression list in Zoho Zeptomail when New Task in Agile CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Zoho Zeptomail.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
When a suppression entry (email or domain) is created or updated
Runs the workflow automatically whenever a suppression entry for an email or domain is created or updated in the suppression list.
When a new email activity is recorded
Runs the workflow automatically whenever a new email activity is recorded in the account.
When a new email log entry is created that matches the configured filters
Runs the workflow automatically whenever a new email log entry that matches the configured filters is created in the account.
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Zoho Zeptomail
Zoho Zeptomail is a reliable and secure email delivery service designed for transactional emails. It ensures that your critical emails reach the inbox of your recipients promptly and efficiently, making it ideal for businesses that require high deliverability and detailed analytics for their email communications.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Zoho Zeptomail accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agile CRM and Zoho Zeptomail as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho Zeptomail. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Zoho Zeptomail, and a separate workflow where Zoho Zeptomail triggers actions in Agile CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agile CRM and Zoho Zeptomail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Zoho Zeptomail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
