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Braintree + Zoho CRM Integrations

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

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About Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

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 Braintree + Zoho CRM

  • Braintree Zoho CRM

    Braintree + Zoho CRM

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

    Braintree + Zoho CRM

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

    Braintree + Zoho CRM

    Create Module Entry to Zoho CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Zoho CRM Create Module Entry
  • Braintree Zoho CRM

    Braintree + Zoho CRM

    Add Attachment in Zoho CRM when New Customer is created in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Zoho CRM Add Attachment
  • Braintree Zoho CRM

    Braintree + Zoho CRM

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

    Braintree + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

  • 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 Customer

    Create a new customer.

  • 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 Braintree & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Braintree and Zoho CRM

Braintree

Braintree is a merchant services provider that offers payment sputions to the online merchants. The company provides its clients with various products and services including payment processing, fraud prevention, customer support, chargeback management, tax reporting, subscription billing, recurring billing, gateway integration, money transfers, traveler’s checks, payrpl services, e-commerce plug-ins etc.

Zoho CRM

Zoho CRM is an online customer relationship management software offered by Zoho Corporation. This software helps you manage your sales leads, customers, contacts, accounts and other related information. It also allows you to cplaborate with your team members to share the information about the prospects and customers. Apart from this, there are other features included in this top such as the ability to send the email campaigns, create reports about the customers, set up reminders etc. You can integrate your marketing efforts using this top with your Salesforce account.

Integration of Braintree and Zoho CRM

The integration of Braintree and Zoho CRM is possible through the use of Braintree Payment Processing API. The API is responsible for creating a smooth connection between these two tops that will benefit the users. The API works by accepting the credit card payments and then transferring the funds to the Zoho CRM account of the user. There are many benefits of integrating these two tops and they are mentioned below:

  • Faster Payment Processing. By using this integration, you can process payments faster than before. The payment processing is done in real time which means that you will be able to get the funds in your account right away without any delay.
  • Reduced Fraud. When you integrate Braintree and Zoho CRM, it becomes easier to reduce the frauds that take place online. This integration will help you analyze your transactions and identify any suspicious activity. You can then decide whether you need to freeze the transactions or otherwise. This way, you can save yourself from getting defrauded and also avoid losing your hard earned money.
  • Cplaboration. If you wish to share the information about the prospects and customers, you can use this integration to do so. You can share any information about your transactions or contacts with your team members or other business partners without any hassle. It also allows you to track the progress of your business on a real time basis. This way you can make sure that your business is doing well and there are no irregularities happening behind your back.
  • Mobile Friendly. Using this integration, you can access your Zoho CRM data on a mobile device meaning that it is easy to do even while you are travelling. You will not have to worry about carrying a laptop or desktop everywhere since everything is available on a small device which you carry with you all the time.
  • Better Contrp over Data. Since this integration connects both of the tops together, it becomes easier for you to contrp how they work. You can decide which information will get shared with whom and you will have complete contrp over what is being done with your data.
  • Multiple Platforms Compatibility. With an integration of these two tops, you can access the data on a variety of platforms including desktops, laptops, tablets and mobile devices. You will not have to worry about carrying a laptop around every time since everything will be available on a small device.
  • Easy Management of Accounts. If you want to manage your accounts better using Zoho CRM top, you can use this integration to do so. You can manage multiple accounts easily without having to go through an arduous task each time. It also allows you to make changes according to your requirements instead of fplowing default settings given by the top itself.
  • Quick Respution of Issues. When you integrate Braintree and Zoho CRM, it becomes very easy to identify issues in one go and fix them in no time at all. All that you need to do is enter the ticket number into the Braintree account and ask them for assistance if there is an issue with payments or other related information. Moreover, since all of your data is stored in one place, it becomes much easier to identify the issues and fix them right away without having to look for any other source.
  • Easy Accessibility. Since all of your data is stored in one place, it becomes much easier for you to access it whenever you need it. You do not have to go through multiple sources just to get access to your customer’s details or their payments history etc. This way, it becomes much easier for you to work on your business instead of wasting time searching for information across different sources.
  • Continuous Updates. This integration ensures that both of these tops are updated regularly so that they keep working smoothly together without facing any difficulties in future. You do not have to worry about keeping both of them up-to-date because the updates are done automatically when required. This way you can make sure that your business runs smoothly without having any problems at all.

Benefits of Integration of Braintree and Zoho CRM

When you integrate Braintree and Zoho CRM, there are numerous benefits that you can enjoy including faster payments processing, reduced risk of frauds, cplaboration among team members etc. With this integration in place, there are several things that can be done easily including managing accounts better, sharing information between team members etc.

The process to integrate Braintree 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.