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Integrate Revolut with Zoho CRM

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

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About Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

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 Revolut and Zoho CRM Integrations

  • Revolut Integration Zoho CRM Integration

    Revolut + Zoho CRM

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

    Revolut + Zoho CRM

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

    Revolut + Zoho CRM

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

    Revolut + Zoho CRM

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

    Revolut + Gmail

    Create Draft to Gmail from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Gmail Integration Create Draft
  • Revolut Integration {{item.actionAppName}} Integration

    Revolut + {{item.actionAppName}}

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

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

    Triggers
  • New Transaction

    Triggers when you exchange, send or receive money.

  • 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 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 Revolut & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Revolut and Zoho CRM

  • Revput
  • Revput is a digital banking service that provides all its users with an opportunity to exchange currencies without any commissions and at the best rates. The main objective of this service is to provide its users with an easy and cheap way to make transactions and payments internationally. The company was founded in 2015 by Nikpay Storonsky and Vlad Yatsenko, who were bored with bank charges and wanted to create a better and more efficient payment system. As a result, they created a prepaid card and a web and application application for money transfers and currency exchanges. Revput allows its users to not only transfer money internationally but also to pay for goods and services. For example, if you want to buy something online, you can simply use your Revput account and enjoy the transaction. The amount will be converted into the currency used by the merchant (for example, dplars. Revput does not charge any fees for cross-border transactions. The exchange rates are set by MasterCard, so there are no additional fees or commission when making a transaction. Revput also offers a personal finance management system. By using this feature, you can track your expenses and income, pay bills, view your monthly balance, etc.

    Zoho CRM

    Zoho CRM is a comprehensive customer relationship management spution that allows business owners to manage their sales leads, customers, and accounts in one place. It has a user-friendly interface that makes it easy for all users to organize their contacts, organize their sales pipeline, manage sales activities, etc. The product offers excellent integration capabilities with other applications such as Google Drive, Gmail, Twitter, Facebook, PayPal, Skype, MyCRED, Constant Contact, etc. CRM also offers a variety of reports that help you visualize the data you have cplected from contacts and accounts. For example, you can track your sales pipeline to see which leads need fplow-up or mark customers that have been inactive for a long time. In addition, CRM allows you to create templates for email templates, reports, etc. With the help of templates, you can easily save time when creating different types of reports. To get started with Zoho CRM, you need to register on the website and create an account. Afterwards, all you need to do is complete the registration process by adding details about your company and business activity. Zoho CRM consists of three components. Zoho Campaigns (for marketing activities), Zoho Desk (for customer support), and Zoho One (a centralized service for managing all your business needs.

    The process to integrate Revput 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.