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SharpSpring + Zoho CRM Integrations

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

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About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

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 ways to Integrate SharpSpring + Zoho CRM

  • SharpSpring Zoho CRM

    SharpSpring + Zoho CRM

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

    SharpSpring + Zoho CRM

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

    SharpSpring + Zoho CRM

    Create Module Entry to Zoho CRM from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Account
     
    Then do this...
    Zoho CRM Create Module Entry
  • SharpSpring Zoho CRM

    SharpSpring + Zoho CRM

    Add Attachment in Zoho CRM when New Account is created in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Account
     
    Then do this...
    Zoho CRM Add Attachment
  • SharpSpring Zoho CRM

    SharpSpring + Zoho CRM

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

    SharpSpring + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of SharpSpring and Zoho CRM

SharpSpring

SharpSpring is a marketing automation platform that helps your business succeed, by streamlining your sales and marketing efforts. It features three main modules. Website, Email, and Landing Page. With this, you can easily create your own landing pages, form templates and email templates. You can manage your contacts, send emails and track your leads right from the platform.

Zoho CRM

Zoho CRM is an online customer relationship management top that is designed to help small and medium-sized businesses manage their sales, marketing, support and financial processes. It comes with many functions, such as lead management, pipeline tracking, marketing automation, campaign management, analytics and more.

Integration of SharpSpring and Zoho CRM

As a marketing automation platform, SharpSpring allows you to create forms for capturing leads. However, it does not have the functionality to send out emails. This feature can be added in by integrating SharpSpring with a third-party email marketing service, such as Zoho CRM.

With this integration, you will be able to use SharpSpring for creating landing pages and other lead capture forms, while Zoho CRM will be used for sending out emails to your prospects. This integration will make your marketing efforts more efficient as you can avail of the benefits of both platforms. For example, if you are running a webinar or an event, you can create a landing page within SharpSpring to cplect leads. These leads can then be used in your email marketing campaigns in Zoho CRM.

In addition to this benefit, the integration will also make it easier to manage leads through one platform. For example, if you are using Zoho CRM’s email marketing system, you can easily add your SharpSpring leads as contacts in Zoho CRM. This way, all your leads will be accessible through one platform. The same goes for contacts in SharpSpring – they can be added as contacts in your Zoho CRM account so that you can use them in your marketing campaigns.

Benefits of Integration of SharpSpring and Zoho CRM

There are several benefits of integrating these two platforms. A few of the most notable ones are discussed below:

The process to integrate SharpSpring 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.