Integrate Paddle with Zoho CRM

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

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About Paddle

Paddle is a revenue delivery platform that assists B2B and B2C SaaS firms in increasing worldwide conversions, reducing churn, remaining compliant, and scaling up quickly.

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 Paddle + Zoho CRM quick connects for faster integration? Here’s our list of the best Paddle + Zoho CRM quick connects.

Explore quick connects

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Connect Paddle + Zoho CRM in easier way

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

  • Triggers
  • New Payment

    Trigger when new payment made.

  • New Transaction

    Trigger when new transaction is coming.

  • New User

    Trigger when new user created.

  • Order Processing Completed

    Trigger when One-off purchases new order processing completed. Note: In the alerts/webhooks page "Order Processing Completed" Webhooks must be checked.

  • Payment Refunded

    Trigger when new One-off purchases payment refunded. Note: In the alerts/webhooks page "Payment Refunded" Webhooks must be checked.

  • Subscription Cancelled

    Trigger when new subscription cancelled. Note: In the alerts/webhooks page "Subscription Cancelled" Webhooks must be checked.

  • Subscription Created

    Trigger when new subscription created. Note: In the alerts/webhooks page "Subscription Created" Webhooks must be checked.

  • Subscription Payment Failed

    Trigger when new subscription payment failed. Note: In the alerts/webhooks page "Subscription Payment Failed" Webhooks must be checked.

  • Subscription Payment Refunded

    Trigger when new subscription payment refunded. Note: In the alerts/webhooks page "Subscription Payment Refunded" Webhooks must be checked.

  • Subscription Payment Success

    Trigger when new subscription payment success. Note: In the alerts/webhooks page "Subscription Payments Success" Webhooks must be checked.

  • Subscription Updated

    Trigger when new subscription updated. Note: In the alerts/webhooks page "Subscription Updated" Webhooks must be checked.

  • 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 Coupon

    Create a new coupon for the given product or a checkout.

  • Create Subscription

    Create a new subscription billing plan with the supplied parameters.

  • 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 Paddle & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Paddle and Zoho CRM

The purpose of this article is to outline the benefits of integrating Paddle and Zoho CRM, both for businesses and users. This article will discuss how integration of Paddle and Zoho CRM can help businesses retain customers and simplify their workflows. It will also provide an overview of Zoho CRM and how it can be integrated with Paddle.

First of all, what is Paddle According to its website, Paddle is a “free, easy-to-use online accounting software for small businesses.” It provides a simple interface for small businesses to handle their financial matters. With Paddle, users can track their expenses and incomes, create invoices, and make payments. It also integrates with a number of other business applications such as MailChimp, Quickbooks, etc.

Zoho CRM According to Zoho, “Zoho CRM is a cloud based customer relationship management (CRM. top that helps sales teams manage sales leads, sales opportunities, accounts, contacts, and events.” In other words, it helps salespeople keep track of their prospects and customers. Zoho CRM can manage customer information such as names, email addresses, phone numbers, and so on. It can also store other information such as notes, custom fields, and documents. It provides a suite of tops for salespeople to use to manage their workflow. For instance, it allows them to schedule appointments and monitor the progress of deals. It also has a built-in calendar for scheduling fplow-up meetings and reminders. Salespeople can set up tasks and track the completion of those tasks. They can also create reports to analyze their performance. Finally, it integrates with a number of other business applications such as Google Drive and Dropbox.

Integration between Paddle and Zoho CRM can simplify business processes for small businesses. For instance, if an employee needs to create an invoice for a customer, they can simply select the corresponding record from Zoho CRM and create the invoice in Paddle automatically. They do not need to go back and forth between different apps to create the invoice. The employee simply needs to fill in the required details in Paddle and then click on “Create Invoice” in Zoho CRM. The invoice will be created immediately in Paddle.

Similarly, integration between Paddle and Zoho CRM can improve things for customers as well. For example, if a customer pays an invoice via PayPal, there is no need to manually update the payment status in Paddle or Zoho CRM. Instead, the payment status will be updated automatically by PayPal when the customer makes the payment. Similarly, if an employee needs to set up a new contact for a customer in Zoho CRM, they can just select the corresponding contact from Paddle. The new contact will be automatically added to Zoho CRM after they click on the “Add Contact” button in Paddle.

Integration between Paddle and Zoho CRM can help businesses retain customers. With this integration, employees do not have to leave Paddle or Zoho CRM to perform certain tasks or access certain information related to customers. This saves them time and increases productivity. Integration between Paddle and Zoho CRM can also help businesses reduce their workloads by simplifying their business processes. For companies that use multiple business applications including Paddle and Zoho CRM, integration between these platforms will allow them to conspidate all of their apps into one platform rather than using multiple platforms separately.

The process to integrate Paddle 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