Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
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
It's easy to connect Keap + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
The integration of Keap and Zoho CRM has made it easier for the customers to communicate with the support team. It also makes it easier for the support team to monitor the customer’s interaction. The support team members can now access the required information with a click.
In order to integrate Keap and Zoho CRM, you will need:
Keap helps in integration of Zoho CRM to track calls and emails. Zoho CRM enables the company to have a bird’s eye view on all interactions related to the customer.
Zoho CRM helps in tracking the journey and experience of the customer. It is possible to track all the activities of the customer that includes tracking website visits, chat activity, emails, phone calls and other interactions. This helps in improving the overall customer experience. It is possible to track the progress of the customer’s issue, even if he is not talking to any support agent. It is possible to track every detail including:
Integration of Keap and Zoho CRM increases efficiency and provides better experience for both customers and agents.
The process to integrate Keap 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.