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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

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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

Pipelinedeals is a CRM software which focuses on small-medium business (SMB. customers. It is a cloud based and it offers easy to use features for any kind of business. Zoho CRM helps in managing sales, marketing, customer support and accounting activities. It is an online CRM software. Integration of these two applications can help companies in better management of their customers.

Integration of pipelinedeals and Zoho CRM

Pipelinedeals and Zoho CRM will be integrated through APIs. The integration can provide the fplowing benefits to the companies:

Integration can help in managing customer information.

Companies can have access to real-time information of their customers.

Customer service can be improved as companies can respond quickly based on the customer’s profile.

Zoho CRM helps in managing sales, marketing, customer support and accounting activities. Pipelinedeals can help in integrating sales and customer support functionalities.

The integration will be achieved by using APIs provided by Zoho CRM and Pipelinedeals respectively. The fplowing are the APIs used for integration:

HTTP Post API. to submit data from Pipelinedeals to Zoho CRM. HTTP Get API. to fetch data from Zoho CRM to Pipelinedeals.

Benefits of Integration of pipelinedeals and Zoho CRM

Integration of Pipelinedeals and Zoho CRM will provide the fplowing benefits:

Companies will be able to manage their customer information properly. They can understand their customer’s tastes, preferences and value their feedback. Companies will be able to identify and maintain a strong relationship with the customers. Companies will be able to reduce their workload as they will have access to the real-time information of the customers. By providing better customer service, companies can retain their customers. Companies will be able to provide better services to their customers, relying on the automated processes of both Pipelinedeals and Zoho CRM. The integration will help in proper management of sales and customers’ support activities.

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.