PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.
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.
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Triggers when a document's generation is complete and successful.
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.
Find a document in PDFMonkey.
Generate a new document
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.)
Zoho CRM is a system that helps in managing customer relationship. It has many functionalities that help in organizing customer information and communication between customers and other employees. PDFMonkey is an application that creates PDF files online for free. It has an option of creating PDF files online in bulk.
PDFMonkey is a web-based application which makes it possible to create PDF files online without installing any software. The utility has an option of converting file formats from DOCX to PDF, XLSX to PDF, PPTX to PDF, etc. You can also convert ODT to PDF to create simple text documents.PDFMonkey allows the user to upload files from Hard drives, Google Drive, Dropbox, WebDAV server and Box.com. This application can be used to create PDF files from Web pages as well. It is a free service and does not ask for registration.The application provides a facility of viewing the progress of the conversion process, once the files are uploaded. It supports all the major browsers like IE, Google Chrome, Mozilla Firefox, Safari and Opera.
Zoho CRM is a Customer Relationship Management (CRM. software program. It gives facilities for managing contacts of customers and vendors of different business organizations. The application is cloud-based and hence can be accessed from anywhere. The users can enter the data regarding the customers, vendors, leads, and other people related to any organization.From Zoho CRM's dashboard, users have an option of making calls to the customers or send emails to them directly from the application. There is also an option of sending messages through SMSes to customers through Zoho CRM.Zoho CRM's dashboard has options for storing important data of customers and vendors into fpders. You can also view reports on sales numbers, orders made, invoices generated etc. Zoho CRM can be integrated with other applications like Microsoft Office, Salesforce.com and Sugar CRM etc.C. Integration of PDFMonkey and Zoho CRM
PDFMonkey and Zoho CRM are office automation tops that can be integrated with each other to create benefits for any organization using them.PDFMonkey allows you to convert your files into PDFs easily; however, if you want to have contrp over the design of your PDFs then you need to use Zoho Creator or Canva to create them. In that case you will need to upload your content in PDF format into Zoho Creator or Canva so that you can edit and add designs to your document and then save it in PDF format. When you integrate these two applications, it becomes easier for you to create professionally looking PDF documents from the comfort of your browser and without having to install anything on your computer.In addition to this, Zoho Creator allows you to integrate uploaded content from PDFMonkey directly into any of your documents so that you can edit and make changes accordingly before saving it in PDF format. On the other hand, Canva allows you to integrate uploaded content from Zoho CRM directly into any of your documents so that you can edit and make changes accordingly before saving it in PDF format.
The process to integrate PDFMonkey 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.