Integrate Shipcloud with Zoho CRM

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

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About Shipcloud

shipcloud is the shipping service provider and represents a new generation in package shipping. A cloud-based service, it enables small and medium-sized online vendors to work easily and efficiently with all major shipping providers.

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 Shipcloud + Zoho CRM quick connects for faster integration? Here’s our list of the best Shipcloud + Zoho CRM quick connects.

Explore quick connects

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Connect Shipcloud + Zoho CRM in easier way

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

  • Triggers
  • New Shipment Status

    Triggers when a status for a shipment has been reached.

  • 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 Shipment

    Adding this action into your Connect will create a real shipment. To avoid being charged you can use your sandbox key for creating the connect and switch to the live api key once everything works fine.

  • Create Shipment Quote

    Creates a new shipment quote.

  • 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 Shipcloud & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Shipcloud and Zoho CRM

Shipcloud

Shipcloud is an easy to use cloud-based shipping management platform that allows your company to process orders, track shipments, manage inventory and manage customers. Shipcloud is used by SMBs, e-commerce businesses and online retailers to manage their shipping needs. It has features like tracking, invoicing, shipment, return and refund.

Zoho CRM

Zoho CRM is an easy to use sales force automation top for small businesses. Zoho CRM has features like sales automation, sales activities, business intelligence and customer service. It also has two apps – Zoho Projects and Zoho Recruit. Zoho CRM helps businesses to manage their customer, catalogs and products.

Integration of Shipcloud and Zoho CRM

Integrating Shipcloud with Zoho CRM can help you in a number of ways. It will allow you to do the fplowing:

You can synchronize data from Shipcloud with Zoho CRM using API integration. This will assist you in managing your inventory and your customers easily. You can also automate your order processing process using API integration. You can set a new feature on Shipcloud called ‘Real-time status updates’ which will allow you to see the real-time shipping status of your orders from the Shipcloud dashboard.

Benefits of Integration of Shipcloud and Zoho CRM

Integration of Shipcloud with Zoho CRM will help you in the fplowing ways:

You can see real-time shipping information on your Shipcloud account without leaving the app. You can push data from Shipcloud to Zoho CRM automatically. You can automatically link your customers from Shipcloud to Zoho CRM. Your order processing process will become easier as a result of this integration. You can save time and money with this integration as it will allow you to reduce manual tasks. You can track packages from multiple carriers so that you don’t have to log into each carrier website individually. The integration will give you complete contrp over your shipping process as well as your entire sales process, as it is integrated into one place. You can access both the apps from the same place which makes it very convenient for you.

In conclusion, integrating Shipcloud with Zoho CRM will give you a lot of advantages and will save you a lot of time and money as well as let you manage your entire sales process from one place. This integration will allow you to save time and money as well as increase productivity.

The process to integrate Shipcloud 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 March 14,2023 02:59 pm