UPilot + Zoho CRM Integrations

Integrate UPilot with Zoho CRM to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the UPilot to Zoho CRM integration helps boost your business’ efficiency.

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About UPilot

UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.

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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Connect UPilot + Zoho CRM in easier way

It's easy to connect UPilot + 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 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 November 09,2022 06:11 pm