Integrate Qlik Sense with Zoho CRM

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

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About Qlik Sense

Qlik Sense is a modern data analytics platform. Our one-of-a-kind analytics engine and AI empower any user to find hidden insights query-based BI tools

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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Best Qlik Sense and Zoho CRM Integrations

  • Qlik Sense Integration Zoho CRM Integration

    Qlik Sense + Zoho CRM

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

    Qlik Sense + Zoho CRM

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

    Qlik Sense + Zoho CRM

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

    Qlik Sense + Zoho CRM

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

    Qlik Sense + Zoho CRM

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

    Qlik Sense + {{item.actionAppName}}

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

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

    Triggers
  • New Collection

    Triggers when a new collection is created

  • New Space

    Triggers when a new space is created

  • New User

    Triggers when a new user is created

  • 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 App

    Creates a new app

  • Create Space

    Creates a Space

  • Create User

    Creates a user in a given tenant

  • Creates Collection

    Creates a new collection

  • Update Space

    Updates a space

  • Updates Collection

    Updates a collection

  • 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 Qlik Sense & Zoho CRM Integrations Work

  1. Step 1: Choose Qlik Sense 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 Qlik Sense to Zoho CRM.

    (2 minutes)

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

Integration of Qlik Sense and Zoho CRM

Qlik Sense

Qlik Sense is a business intelligence company. It gives users the ability to create data visualization, so that they can extract insights from their data. It is an analytical top which helps in making sense of multidimensional data. Its services are especially useful for businesses that have more than one data source. The data sources are linked together by Qlik Sense.

Zoho CRM

Zoho CRM is a customer relationship management software. It helps companies in managing their clients. It comes with several useful features, such as email marketing, social media marketing, account management, etc. The CRM also lets users integrate their website with the CRM. It helps in increasing conversion rate on the website.

Integration of Qlik Sense and Zoho CRM

Both Qlik Sense and Zoho CRM are an important part of any business topkit. They are helpful for different types of businesses, but both are different from each other in their own way. Both are very useful when used together.

Qlik Sense integrates with Zoho CRM as it creates a link between the two. In this way, it becomes easier for users to manage their clients using different apps. The user will need to use the same login details for both tops. As a result, they become able to view everything from a single dashboard. This will save a lot of time and effort for users.

Benefits of Integration of Qlik Sense and Zoho CRM

Integration of Qlik Sense and Zoho CRM has several benefits for users. Some of them are listed below:

  • Easy Logging In. Users can log in to either top using their own email address and password. This makes it easier for them to switch between the two tops if needed. There is no need to reset passwords or request for new ones each time they switch from one app to another. The user saves a lot of time by using the same login details for both tops.
  • Easy Data Linking. Qlik Sense automatically links the data from the CRM with the information from other sources. Users don’t have to worry about merging or linking data manually. This saves a lot of time and effort for them. Users can simply click on a link to see the related data as well as the corresponding graph or chart.
  • Easy User Interface. Both apps come with a very easy-to-use user interface. This makes it easier for even those people who aren’t tech-savvy to use them comfortably. The user doesn’t have to deal with complicated steps and lengthy instructions. Everything is presented in a simple and easy-to-understand way that anyone can understand and use easily.
  • Easy Report Generation. Both apps offer graphical reports and charts which help users easily understand and interpret their data. These reports and charts can be created quickly and easily without much effort on the part of users. The users can quickly understand the trends and patterns which exist within their data using these charts and graphs.

The process to integrate Qlik Sense 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.