Integrate ProfitWell with Zoho CRM

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

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About ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

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.

Want to explore ProfitWell + Zoho CRM quick connects for faster integration? Here’s our list of the best ProfitWell + Zoho CRM quick connects.

Explore quick connects

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Connect ProfitWell + Zoho CRM in easier way

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

  • Triggers
  • 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
  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

  • 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 ProfitWell & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of ProfitWell and Zoho CRM

ProfitWell

ProfitWell is the creator of a pricing intelligence platform that helps companies understand how much they are paying, where they are paying it, and for what. It offers a complete view of the sales funnel from prospecting to post-sale engagement.

Zoho CRM

Zoho CRM is a web-based customer relationship management software that provides marketing, sales, service, support, and Analytics features. Zoho CRM helps small and medium sized businesses manage their entire customer lifecycle with ease. It helps you manage leads, close sales, analyze market opportunities, cplaborate with team members, monitor customer satisfaction, monitor competitor activities, etc.

Integration of ProfitWell and Zoho CRM

ProfitWell integrates with Zoho CRM. This integration enables users to pull data from ProfitWell into Zoho CRM. From there, they can analyze their data by customizing dashboards in Zoho CRM.

The integration provides users with the fplowing capabilities in Zoho CRM:

Create new opportunities by integrating ProfitWell contacts into Zoho CRM contacts.

Integration of product usage across products in Zoho CRM.

Integration of related reports in Zoho CRM.

Visualizations, charts, graphics, and other drawing objects using custom fields.

Syndicate data to other applications like Google Sheets.

Benefits of Integration of ProfitWell and Zoho CRM

The benefits of integrating ProfitWell and Zoho CRM help users gain more insight into how they are performing on their marketing campaigns. For example, if a user has an integrated Salesforce and Zoho CRM account, he/she can get comprehensive data about his/her paid campaigns across both platforms. Similarly, users can also get data about how much they are spending on specific channels or for specific products.

Users can also see the ROI of each channel or product by analyzing related reports in Zoho CRM. Moreover, users can get data about their products’ usage across other products in Zoho CRM. For instance, if a user integrates Salesforce and Zoho CRM accounts, he/she will be able to see how many Salesforce leads were generated by certain products in Zoho CRM. The ability to get this information automatically saves time for users without having to do any manual calculations. It also helps users find out which products they should invest more resources in or which products they should drop altogether.

The process to integrate ProfitWell 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm