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.
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
Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives
It's easy to connect Paymo + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a new client is created.
Triggers when a new client contact is created
Triggers when a new invoice is created.
Triggers when a new project is created.
Triggers when a new report is created.
Triggers when a new task is created.
Triggers when a new task list is created.
Triggers when a new time entry is created.
Triggers when a task is updated.
Triggers when a time entry 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 client.
Creates a expense.
Creates an invoice.
Creates a new project.
Creates a task.
Creates a task list.
Creates a time entry.
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.)
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.