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Gmail + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Gmail + Zoho CRM

  • Gmail Zoho CRM

    Gmail + Zoho CRM

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

    Gmail + Zoho CRM

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

    Gmail + Zoho CRM

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

    Gmail + Zoho CRM

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

    Gmail + Zoho CRM

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

    Gmail + {{item.actionAppName}}

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

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

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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 Gmail & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Gmail and Zoho CRM

Consider a situation in which you have to write an article about Gmail and Zoho CRM. The first thing that comes to your mind is to write about them and then connect them together. This will be the most common way of writing an article for most of the people. But this approach will not fetch you good grades because it does not fplow any structure. You need to create an outline for an article before starting out with your article. An outline will help you to create a well-structured article. It will also help you to maintain the flow of your article. Now, let’s have a look at the steps that can be fplowed while creating an outline for an article:

Read the Question Carefully

In some cases, the question may be very long and need to be read very carefully. If you do not understand the question in its entirety, you cannot write an effective article. Whenever you face such kind of questions, you should read them twice or thrice so as to understand their meaning clearly. Once you are sure that you understand the question properly, you can move on with the next step of creating an outline for an article.

Understand Key Terms Used in the Question

If there are key terms used in the question, you should understand their meanings as well. If they are not clear to you, you should make efforts to get a clear definition of each term used in the question. This way, you can easily understand the topic of your article. If you are facing difficulties in defining a particular term, don’t hesitate in seeking help from your teacher. After all, he/she is there to guide you through different stages of your education.

Create an Outline

Now that you have understood the question and defined the key terms used in the question, you need to create an outline for an article. An outline will help you to organize your ideas logically and quickly. In case you do not know how to create an outline for an article, here is a simple guideline for creating an outline for an article:

Start with the Main Idea

The main idea should be placed at the top of the outline. The main idea is usually stated in the beginning paragraph of an article and repeats again at the end of the same paragraph. There should be a strong connection between these two points. Make sure that your main idea is specific so that it becomes easier for your readers to understand it.

Create Subtopics Under Main Topics

You can further divide each main topic into subtopics. These subtopics will act as headings under each main topic. An outline may look something like this. Title Topic 1 Subtopic 1 Topic 2 Subtopic 1 Subtopic 2 Topic 3 Subtopic 1 Subtopic 2 Subtopic 3 Topic 4 Subtopic 1 Subtopic 2

This is how a simple outline looks like. You can add more subtopics if necessary. Just make sure that each subtopic has a single idea. Also, make sure that each subtopic is connected to its parent topic with a strong relation. If it isn’t connected with its parent topic, it will lead to unnecessary confusion so make sure that each concept is connected perfectly with its parent topic.

Connect Each Subtopic with Other Topics

Once you have created an outline for your article, you need to arrange each subtopic in such a way that all of them are connected together in a logical way. For example, let’s say we have two main topics (Topic 1 and Topic 2. and one subtopic for each topic (Subtopic 1 for Topic 1 and Subtopic 2 for Topic 2. We can arrange them in such a way that they start with Topic 1 and then move on to Subtopic 1 and continue on to Topic 2 where we see Subtopic 2 fplowed by Subtopic 1 and finally, we return back to Topic 1 where we see Subtopic 2. In this way, both topics are having their own subtopics arranged logically without overlapping with each other, making it easy for readers to understand them without getting confused. Let’s take a look at a sample diagrammatic representation of such arrangement:

Now that we have seen how we can arrange our topics and subtopics in our outline, it is time for us to move on with writing our article based on our outline. We suggest you go through our How to Write an Essay article so that you know how to write a perfect article. It will give you a clear understanding about how you can format your article and make it look attractive.

The process to integrate Gmail 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.