Integrate Chatter with Zoho CRM

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

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About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

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.

Want to explore Chatter + Zoho CRM quick connects for faster integration? Here’s our list of the best Chatter + Zoho CRM quick connects.

Explore quick connects

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Connect Chatter + Zoho CRM in easier way

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

  • Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic 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
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • 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.)

How Chatter & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Chatter and Zoho CRM

Chatter

Chatter is an online social network platform that allows cplaboration with the users of Salesforce, the world’s largest SaaS company. It is an internal social network with features like instant messaging, microblogging, photo sharing, video sharing, etc. The primary purpose of this platform is to allow performers of Salesforce to interact with their customers, partners and co-workers. It is developed by salesforce.com, which is a cloud computing company based in USA. It was launched on February 2010. With the help of Chatter, you can share files with your fellow workers, exchange comments with your customers, have multiple conversations with different people at the same time etc.

Zoho CRM

Zoho CRM is a Customer Relationship Management software that helps you to manage your contacts, leads, tasks, events, emails, etc. It is beneficial for individuals as well as for small and medium sized businesses. It also helps to create new opportunities for businesses without any manual effort. It includes email marketing tops along with it. Zoho CRM has more than 4 million users worldwide. Zoho CRM has an extensive suite of applications like Zoho Campaigns, Zoho Recruit, Zoho Desk etc.

Integration of Chatter and Zoho CRM

Integration of Chatter and Zoho CRM would be an excellent idea as they both are great products that can be used for business purposes. They both are easy to use and promote communication among the users. User can easily view the updates of their cpleagues’ activities on the dashboard of Chatter. On the other hand, user can also interact with his/her cpleagues directly through the dashboard of Zoho CRM. Both the platforms support websites and mobile apps. Integration of both the platforms enables you to access all of your business information from one place.You can also send your cpleagues an email directly from within Zoho CRM by just clicking on the email icon on the screen. You can also access your cpleagues’ profile information if he/she has given you access to his/her profile. You can also set up tasks of your daily work directly from within Zoho CRM.

Benefits of Integration of Chatter and Zoho CRM

Integration of both the platforms would be beneficial for their users as they both are highly interactive and easy to use platforms for businesses. If you combine them together then you can avoid using multiple applications as they both serve as a single platform for businesses as well as for individuals. This integration would also reduce the time taken by employees for finding documents or reports because every information will be available at one place i.e., in Zoho CRM. If you want to know more about a particular customer or lead then just click on its profile and get all details that you want to know about it. Integration of both these platforms will also enable you to send group messages to all users without entering their email ids individually.

After going through this article, you must have got a better understanding of what is Chatter and what is Zoho CRM You must have also learned how integration of Chatter and Zoho CRM would benefit their users In my opinion, integration of both these platforms would help their users in a big way so I think it would be worth integrating them together.

The process to integrate Chatter 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm