Integrate Paymo with Zoho CRM

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

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About Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

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

Explore quick connects

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Connect Paymo + Zoho CRM in easier way

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

  • Triggers
  • New Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

  • 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 Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

  • 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 Paymo & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Paymo and Zoho CRM

There are many business management software available today. A small business owner needs to choose the right software which can help them to manage their business and work efficiently. Zoho CRM is a simple and easy to use business management top that helps a company to manage complex tasks. Paymo is a web based application that helps a company to manage its finances and payments easily. A business owner can create a free account of Paymo in Zoho CRM. Paymo integrates with Zoho CRM easily and provides the company with many benefits.

II.A. Integration of Paymo and Zoho CRM

Integration of Paymo and Zoho CRM is very simple. A business owner can integrate both applications in two ways. First, he/she can directly integrate Paymo with Zoho CRM using the API key of the company. The second method is by using Appy Pie Connect. This integration allows an employee or a person associated with the company to track the bank account information in Zoho CRM. He/she can also generate reports related to Paymo easily in Zoho CRM.

II.B. Benefits of Integration of Paymo and Zoho CRM

The integration of Paymo with Zoho CRM provides great benefits to a company. It saves time for a business owner as he/she does not have to log in to two different applications every time when they need to track transactions. Secondly, it saves paper as all the transactions are automatically imported in the account of Paymo in Zoho CRM. This integration also gives real-time data which helps a business owner to make decisions quickly when required. Thirdly, reports related to Paymo can be easily generated in Zoho CRM which helps the company to maintain accountability and transparency at all times.

The integration of Paymo with Zoho CRM is highly beneficial for a company. Both the applications are simple and easy to use; anyone can use it without any training or assistance from an expert. It is one of the best business management tops currently available in the market. It helps a person to manage his/her accounts, finances, payments etc easily without any problem. This integration makes it easier for an employee to get all the information related to the finances of the company in one place i.e. Zoho CRM.

The process to integrate Paymo 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