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Integrate Blesta with Zoho CRM

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

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About Blesta

Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.

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 Blesta + Zoho CRM

  • Blesta Integration Zoho CRM Integration

    Blesta + Zoho CRM

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

    Blesta + Zoho CRM

    Create/Update Contact to Zoho CRM from New Invoice in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Invoice
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Blesta Integration Zoho CRM Integration

    Blesta + Zoho CRM

    Create Module Entry to Zoho CRM from New Invoice in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Invoice
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Blesta Integration Zoho CRM Integration

    Blesta + Zoho CRM

    Add Attachment in Zoho CRM when New Invoice is created in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Invoice
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Blesta Integration Zoho CRM Integration

    Blesta + Zoho CRM

    Create/Update Lead to Zoho CRM from New Calendar Event in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Calendar Event
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Blesta Integration {{item.actionAppName}} Integration

    Blesta + {{item.actionAppName}}

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

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

    Triggers
  • New Calendar Event

    Triggers when a new calendar event is created.

  • New Invoice

    Triggers when a new invoice is created.

  • 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
  • Create Calendar Event

    Creates a new calendar event.

  • Create Invoice

    Creates a new invoice.

  • Create User

    Creates a new user.

  • Delete Calendar Event

    Deletes an existing calendar event.

  • Delete User

    Deletes an existing user.

  • Update Calendar Event

    Updates an existing calendar event.

  • Update User

    Updates an existing user.

  • 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 Blesta & Zoho CRM Integrations Work

  1. Step 1: Choose Blesta 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 Blesta to Zoho CRM.

    (2 minutes)

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

Integration of Blesta and Zoho CRM

Blesta

Blesta is a CRM top that offers flexible and easy-to-use tops. It helps to coordinate your business. It offers the best practices in CRM by helping to manage customer data, sales leads, prospects and companies. The user-friendly interface of Blesta makes it easy to track, analyze and optimize your business. It can help you to get complete details of the customers and their interactions with your company and its services/products.

Blesta is perfectly designed to meet the needs of various businesses and industries. You can choose the right plan for your business. It offers three plans – Free plan, Starter plan, and Plus plan.

Zoho CRM

Zoho CRM is an integrated cloud-based CRM spution that helps in getting the complete details of the customers and business contacts so that the companies can provide them with better services. It helps to increase sales and achieve growth in the business. It allows you to connect with customers, leads, employees and partners through mobile devices or desktop computers. You can access it from anywhere using any device at any time. In other words, you don’t need to install any software or configuration. It has a simple, easy-to-use interface that helps you to understand it quickly and utilize its features properly.

Integration of Blesta and Zoho CRM

Blesta is an all-in-one platform that lets you manage your business more effectively while Zoho CRM is a cloud-based business management software.

Blesta has a feature of automatic integration with Zoho CRM. With this feature, you just need to enter the details of your Zoho CRM account once into Blesta and it automatically connects with your Zoho CRM account without requiring any manual configuration or setup. With this integration, you can synchronize your entire Blesta data with your Zoho CRM account and keep both the accounts always in sync.

Benefits of Integration of Blesta and Zoho CRM

With integration of Blesta and Zoho CRM:

You can automatically update your Zoho CRM account when you add new contacts or leads on Blesta. This will save your time as well as efforts. You can also export your data from Blesta and import it into Zoho CRM account if you want to use the offline mode. If you have multiple users on one computer, then they can be able to view their own data separately in their own accounts even if they are signed into one single Zoho CRM account. If you are a service provider and want to know more about your clients, then you can create a list of client companies on Blesta. You can also add each client company directly in your Zoho CRM account and maintain the client relationship easily. With this integration, you can easily share the contact information with sales teams or clients without having to manually exchange email addresses. You can also use the Zoho CRM integration feature to schedule emails with recipients on behalf of your clients. This integration feature makes it simple for you to perform bulk actions such as sending emails to multiple recipients at one time or adding multiple contacts or leads in your database at one time. With this integration feature, you can get access to all functionality of both Blesta and Zoho CRM accounts. This means that you can easily manage everything from one place i.e., Blesta.

If you are looking for a simple yet effective CRM top that offers flexible and easy-to-use tops, then Blesta may be a good choice for you. It helps to manage your business more effectively while keeping all your data in sync with other applications such as Excel sheets or databases etc.

The process to integrate Blesta 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.