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pipelinedeals + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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
Zoho CRM Alternatives

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

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Best ways to Integrate pipelinedeals + Zoho CRM

  • pipelinedeals Zoho CRM

    pipelinedeals + Zoho CRM

    Create/Update Lead from Zoho CRM from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zoho CRM Create/Update Lead
  • pipelinedeals Zoho CRM

    pipelinedeals + Zoho CRM

    Create/Update Contact from Zoho CRM from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zoho CRM Create/Update Contact
  • pipelinedeals Zoho CRM

    pipelinedeals + Zoho CRM

    Create Module Entry from Zoho CRM from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zoho CRM Create Module Entry
  • pipelinedeals Zoho CRM

    pipelinedeals + Zoho CRM

    Add Attachment in Zoho CRM when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zoho CRM Add Attachment
  • pipelinedeals Zoho CRM

    pipelinedeals + Zoho CRM

    Create/Update Lead to Zoho CRM from New Company in pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals New Company
     
    Then do this...
    Zoho CRM Create/Update Lead
  • pipelinedeals {{item.actionAppName}}

    pipelinedeals + {{item.actionAppName}}

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

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of pipelinedeals and Zoho CRM

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Pipelinedeals is a company that provides cloud based software products for companies to create their own applications. This can be done with the help of a simple drag and drop interface. The software is available at a very affordable price. The company is located in India, but has a global presence.

Zoho CRM. On the other hand, Zoho CRM is a customer relationship management software. It provides a suite of business applications and services. The largest service provided by Zoho CRM is its customer relationship management software. It also offers data analytics, e-mail marketing, and online survey tops.

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There are many benefits of the integration of Pipelinedeals and Zoho CRM. Zoho CRM is a complete package of business applications. It serves as a great top for marketing, sales and support teams. Pipelinedeals’ easy to use drag and drop interface makes it a good choice for users who want to create their own applications. The integration of these two applications can prove to be beneficial for businesses. Here are some of the ways how these two applications can be integrated to benefit businesses:

It provides an easy way to build apps and improve the workflows while integrating the two applications. If a company wants to create more applications and needs to hire developers then they may not find it feasible in terms of budget. However, creating apps with Pipelinedeals will bring down the cost significantly. Integration with Zoho CRM will make it easy for sales, support and marketing teams to have access to information about customers. Customers can also have access to their own account and claims through this integration. This can lead to better customer engagement and boost overall business performance. The integration of Pipelinedeals with Zoho CRM will provide employees with a greater level of transparency which will help in improving the productivity and efficiency of workers. This integration will also help in reducing time consumption and improve output quality. In addition to this, there will be less time wastage because of unnecessary meetings and emails as employees would have access to information right on their desktop or mobile screens. In case of any emergency or issues, employees can also get in touch with their team members directly through the app without having to call them or send emails to them. There is no denying the fact that cloud based software like Pipelinedeals and Zoho CRM are much more economical than the conventional software like Microsoft Office which requires hardware and software installation which can consume a lot of space in the office. This is because cloud based software does not require any hardware or software installation but only consumes space in the cloud servers. This ensures that companies have enough space to store important documents including accounting data, customer details, etc. In addition to this, cloud based software is always up-to-date with all recent versions where as conventional software keeps getting outdated with every new version released.

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Hence, integration of Pipelinedeals with Zoho CRM will prove beneficial for both businesses as well as employees working in these companies because it will provide them with increased productivity and efficiency. This integration will improve the workflow process within the company by making it easier for employees, sales and marketing teams to communicate with each other. Therefore, this integration will help in boosting the overall performance of the company and its employees’ productivity and efficiency levels.

The process to integrate pipelinedeals 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.