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Integrate Pipedrive with Zoho CRM

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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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Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

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Best ways to Integrate Pipedrive + Zoho CRM

  • Pipedrive Integration Zoho CRM Integration

    Pipedrive + Zoho CRM

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

    Pipedrive + Zoho CRM

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

    Pipedrive + Zoho CRM

    Create Module Entry to Zoho CRM from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Pipedrive Integration Zoho CRM Integration

    Pipedrive + Zoho CRM

    Add Attachment in Zoho CRM when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Pipedrive Integration Zoho CRM Integration

    Pipedrive + Zoho CRM

    Create/Update Lead to Zoho CRM from New Activity in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

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

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Pipedrive and Zoho CRM

In this article, I will compare Pipedrive and Zoho CRM. Pipedrive is a sales pipeline management top for small and midsize businesses. Zoho CRM is a contact manager and customer relationship manager. Both are designed to make the customer service process easier. The purpose of this article is to discuss how Pipedrive integrates with Zoho CRM, the advantages of integrating the two applications, and the benefits of using both products together.

  • What Is Pipedrive?
  • Pipedrive is a sales pipeline management top that helps you track your deals, leads, and accounts. It helps you use the 4 P's (product, price, promotion, place. to build relationships with customers and close deals more effectively. Pipedrive provides you with insights into your sales pipeline, allowing you to maximize your revenue opportunities. You can import your contacts from all major email platforms and social networks. Once you import your contacts, they are automatically updated every day. You can create campaigns based on which deals are ready to close. Pipedrive allows you to schedule meetings through meeting invites and automatically tracks fplow-up actions. Pipedrive also allows you to export your leads and contacts to Zoho CRM for tracking your customers better.

  • What Is Zoho CRM?
  • Zoho CRM is a contact manager that helps you manage your clients and contacts, track opportunities, manage leads, add notes about important interactions, and monitor your website traffic. You can create different views of the data to see everything from a single dashboard or group related information by projects and accounts. You can also customize the application to match your unique business processes and requirements. Zoho CRM has a mobile application that allows you to access your data from anywhere while you're out in the field. The mobile application lets you capture new leads and convert sales from any device – including desktop computers, tablets, and smartphones. You can also export your contacts from Zoho CRM to Pipedrive for more comprehensive lead generation and sales tracking capabilities.

    Integration of Pipedrive and Zoho CRM

    You can integrate Pipedrive and Zoho CRM in two ways. The first way is by exporting leads from Pipedrive into Zoho CRM and then importing them into Pipedrive. The second method is by forwarding your emails from Zoho CRM to Pipedrive so that new leads can be created in Pipedrive automatically when someone visits your website.

    Benefits of Integration of Pipedrive and Zoho CRM

    Integrating the two systems has numerous benefits. Pipedrive helps you keep track of your sales pipeline and helps you schedule meetings for when a deal is ready to close. By integrating Pipedrive with Zoho CRM, you can capture new leads faster since Pipedrive updates every day with new leads that have come in through email campaigns. If someone visits your website through an email campaign, you can instantly import that lead into Pipedrive so you don't lose track of them. With the integration between these two systems, you can now see the number of people visiting your website on a daily basis. This gives you valuable insight into how effective your marketing strategies are in driving new business opportunities through your website.

    The integration of Pipedrive and Zoho CRM allows you track your sales pipeline better as well as track the number of people visiting your website on a daily basis. The integration makes it easier to keep track of your prospects without having to do extra work by manually entering information into the system. By integrating these two systems, you can increase the number of people visiting your website, which increases opportunities for future business deals.

    The process to integrate Pipedrive 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.