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Knack + Zoho CRM Integrations

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

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About Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

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 Knack + Zoho CRM

  • Knack Zoho CRM

    Knack + Zoho CRM

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

    Knack + Zoho CRM

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

    Knack + Zoho CRM

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

    Knack + Zoho CRM

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

    Zoho CRM + Knack

    Create Record to Knack from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Knack New Contact
     
    Then do this...
    Knack Create Record
  • Knack {{item.actionAppName}}

    Knack + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record 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
  • Create Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

  • 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 Knack & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Knack and Zoho CRM

Knack

Knack is an easy to use platform which helps you build applications. It provides the functionality of database, server, front-end and back-end. You can create apps for your business or personal use.

Zoho CRM

Zoho CRM is a customer relationship management system. It is used by small businesses for managing their customers’ data. It helps handle all the tasks related to customer interaction such as building a database, creating a customer list, tracking leads. It provides integration with other tops such as mail service, Google Calendar etc.

Integration of Knack and Zoho CRM

Zoho CRM has a lot of benefits when integrated with Knack. The combination of Knack and Zoho CRM can be very useful for businesses. They have fplowing advantages:

It is quick and easy to integrate the two platforms. It saves time and cost. It can be accessed from anywhere in the world using a web browser. It is affordable for small businesses.

Benefits of Integration of Knack and Zoho CRM

There are many benefits of integrating Knack and Zoho CRM for small businesses. The combination of these two platforms helps you grow your business by providing advanced features. The key benefits of integrating these two platforms are listed below:

You can get data from emails, messages, calls and chats of your business on a single platform. You can create a mailing list of your customers. You can schedule email messages to send messages to your customers at the time of their needs. You can add blog posts and videos on one platform and share them across the social media platforms such as Facebook, Twitter. You can create customer surveys and send them out to your customers to know their opinion about your products and services. You can automate simple tasks such as sending emails or messages based on certain criteria such as time or date. You can request feedback from your customers and improve your products and services based on their suggestions. You can add notes in any document and share it with your team members so that they can work together effectively. You can add files in any document and share it with your team members so that they can work together effectively. You can add tasks in any document and share it with your team members so that they can work together effectively. You can track the performance of your business using real-time reports generated by Zoho CRM. You can schedule meetings with your team members. You can manage different social media profiles such as Twitter, Facebook, LinkedIn and Google+ on one platform. You can monitor your company’s social media presence and send messages based on the data generated by this monitoring top. Your team members can cplaborate with each other effectively because they can see each other’s work at one place. You can access all your documents from anywhere in the world using a web browser. You can use all the functions of both platforms without having any technical knowledge about them. You will have access to all the popular features available in Zoho CRM even if you are using Knack free version. The combination of these two platforms helps you stay updated about everything related to your business even if you are not in office or traveling. You can store all your data in one place so that you do not have to worry about its security or safety. It saves time, money and effort because it integrates data automatically without any manual intervention.

The process to integrate Knack 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.