Integrate Customerly with Zoho CRM

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly and Zoho CRM Integrations

  • Customerly  Integration Zoho CRM Integration

    Customerly + Zoho CRM

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

    Customerly + Zoho CRM

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

    Customerly + Zoho CRM

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

    Customerly + Zoho CRM

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

    Customerly + Zoho CRM

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new 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 Customerly & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Customerly and Zoho CRM

Customerly is a cloud-based SaaS for customer support team. It provides the ability to manage all the issues of customers, new customer acquisition, and tracking customer acquisitions. It helps companies to get more out of their Customer Support.

Zoho CRM is a customer relationship management software that includes features like sales, marketing, customer service management, project management, and cplaboration tops. It provides an online platform for managing contacts, leads, accounts, opportunities, etc.

With the integration of the two products, you can monitor all your customer data in one place. You can easily monitor how your brand is performing on numerous channels like social media, email marketing, website analytics, etc. Additionally, this integration enables you to access all your data from one place.

Integration of Customerly and Zoho CRM

Integration of Zoho CRM with Customerly allows you to use both these products on one single platform. Therefore, you will be able to receive emails, track social media activity, manage contacts, fplow up on leads, send emails, etc. all in one place. This makes it easier for the user to manage the customers and communicate with them effectively. It offers an automated and streamlined approach to customer support. Using this integration, you can also enhance your customer experience and boost your revenue.

Benefits of Integration of Customerly and Zoho CRM

It helps you to discover new leads and manage them efficiently. With this integration, you can set up rules and automations based on user behavior and trigger different actions accordingly. This makes it easier for users to detect what type of customers need what kind of attention so that you can take appropriate actions. For instance, if a particular customer has been inactive for a long time and has not made any purchase in the past few days, then the system will automatically provide suggestions about what he or she may need. You can also perform automatic tasks like sending emails based on the previous interactions between customers and sales representatives.

Moreover, you can add new leads to contact lists directly from Zoho CRM and add them to the stage where they should be. It enables users to add leads in bulk to contact lists and make updates in lead fields like company name or contact name by uploading a CSV file. It automatically synchronizes leads from Zoho CRM with Customerly database so that users can get all the necessary information regarding a particular customer or a lead just by a click of a button. It helps users to organize all their leads into different stages depending upon their needs and requirements. This ensures that no lead is left unattended and each one is managed timely and effectively.

It also allows users to view all their deals in one place so that they can track deals effectively. You can track deals from within Zoho CRM or from within Customerly depending upon your preferences. Also, it helps users to create deals from within Zoho CRM or from within Customerly depending upon your preferences. It supports various currencies and languages so that you can easily track deals in a specific currency or a language that’s most comfortable for you.

It also allows you to merge duplicate records while maintaining accurate data. This ensures that all your lead records are accurate and up-to-date. It shows you complete history of a particular customer or a lead including all the interactions made with him or her over time. You can easily compare the interactions made during past few weeks or months to see whether there are any opportunities left unturned or any other ways to engage with the customer or lead.

In conclusion, I would like to say that integration of Zoho CRM with Customerly allows you to gain rich insights into your customers’ behavior by understanding how they interact with your brand on various channels like social media, email marketing, website analytics, etc. Having this insight will help you reduce customer churn rate as well as increase your revenue by providing better services to your existing customers.

The process to integrate Customerly 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.