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Apptivo + Zoho CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Zoho CRM

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Apptivo + Zoho CRM

  • Apptivo Zoho CRM

    Apptivo + Zoho CRM

    Create/Update Lead to Zoho CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Apptivo Zoho CRM

    Apptivo + Zoho CRM

    Create/Update Contact to Zoho CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Apptivo Zoho CRM

    Apptivo + Zoho CRM

    Create Module Entry to Zoho CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Zoho CRM Create Module Entry
  • Apptivo Zoho CRM

    Apptivo + Zoho CRM

    Add Attachment in Zoho CRM when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Zoho CRM Add Attachment
  • Apptivo Zoho CRM

    Apptivo + Zoho CRM

    Create/Update Lead to Zoho CRM from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Zoho CRM in easier way

It's easy to connect Apptivo + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & Zoho CRM Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Zoho CRM

  • Apptivo is an all-in-one application that helps companies in managing their customer data, schedules, emails, contacts and tasks.
  • Zoho CRM is a cloud-based customer relationship management (CRM. software. It allows users to manage customer interactions, sales process, marketing activities, reports and contact center operations.
  • Integration of Apptivo and Zoho CRM

  • Apptivo integrates with the Zoho CRM platform for the purpose of appointments scheduling, email management, social media integration and real-time communication between customers and business owners.
  • Businesses can get useful insights from Apptivo by integrating it with Zoho CRM. The data from Apptivo would be easily available in the Zoho CRM dashboard for businesses to analyze.
  • Businesses can get automatic updates about the latest activity in their mailbox, calendar and contacts by integrating Apptivo with the Zoho CRM. This reduces the need for businesses to check out multiple apps at one time.
  • Businesses can also send emails to their customers through Apptivo, which will be synced with Zoho CRM so that they can track their customer’s response rate.
  • Businesses can also use Apptivo’s social media features to connect with their customers through Zoho CRM.
  • Businesses can also schedule meetings by integrating Apptivo with Zoho CRM. They can then view the calendar of their customers on their own dashboard and hence organize their meetings accordingly.
  • Apptivo and Zoho CRM is a great combination for businesses who want to manage their customer data, schedule their tasks and communicate with their customers in an integrated manner.
  • The process to integrate Apptivo and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.