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Xzazu + Zoho CRM Integrations

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

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About Xzazu

Xzazu is a lead distribution platform that lets you deliver your leads to the right customer at the right price.

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 Xzazu + Zoho CRM

  • Xzazu Zoho CRM

    Xzazu + Zoho CRM

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

    Xzazu + Zoho CRM

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

    Xzazu + Zoho CRM

    Create Module Entry to Zoho CRM from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Zoho CRM Create Module Entry
  • Xzazu Zoho CRM

    Xzazu + Zoho CRM

    Add Attachment in Zoho CRM when New Outbound Lead is created in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Zoho CRM Add Attachment
  • Xzazu Zoho CRM

    Xzazu + Zoho CRM

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

    Xzazu + {{item.actionAppName}}

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

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

    Triggers
  • New Outbound Lead

    Triggers when a new outbound lead is available for your contract.

  • New Outbound Ping

    Triggers when a new outbound ping is available for your contract.

  • New Pong Result

    Triggers when a new pong result is available for your ping.

  • 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 a New Inbound Lead

    Create an Inbond lead.

  • 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 Xzazu & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Xzazu and Zoho CRM

The purpose of this report is to show how the integration of Xzazu and Zoho CRM can help boost sales, improve customer retention, increase productivity of sales personnel, reduce cost of sales, etc.

Xzazu

Xzazu was developed by a group of IT professionals with years of experience in the industry. It is a very powerful software that integrates with Zoho CRM. With Xzazu, you have everything you need to create a customized CRM application for your organization. The fplowing are some of the features that Xzazu offers:

  • Customer services

With Xzazu, you can manage all aspects of customer services effectively, including creation of customized helpdesk, tracking calls made by customers or agents, managing customer tickets, etc. You can also make changes to the ticket system according to your requirements.

  • Sales management

Managing sales channels is essential for any organization that sells products or services. With Xzazu, you can easily manage various sales channels including phone calls, emails, faxes, direct mailers, etc. You can also create specific templates for each sales channel.

  • Marketing management

Managing marketing campaigns is crucial for any organization that wishes to grow its business. With Xzazu, you can create effective marketing campaigns. You can also track responses from customers automatically through activity tracker or manually through email notifications. You can also set up automated triggers to send out promotional material to customers on a regular basis.

  • Sales forecasting

You can use Xzazu to forecast sales data for entire companies as well as individual salespersons. Forecasting helps organizations contrp their budget through accurate budgeting. You can use Xzazu to set up different forecasting models for your company that depend on the type of products you are selling. For e.g., if your company sells two types of products – B2B and B2C – you can create two separate forecasting models for your company.

  • Managing leads

Organizations generate leads through different sources including social media, telemarketing, direct mailers, etc. With Xzazu, you can store all leads automatically in a central location where you can access them at any time. You can also import leads into Zoho CRM directly through the integration module.

  • Tracking goals and objectives

You can track goals and objectives using Xzazu. You can track progress towards achieving these goals and objectives through reports generated by Xzazu. You can also set up automated reminders so that you never miss deadlines for achieving your goals and objectives.

  • Financial management

Xzazu provides full financial management functionality. This means that you can keep track of all revenues and expenses in real time without requiring manual intervention or software integration with accounting software like QuickBooks or Sage 50 Accounts.

  • Project management

Xzazu helps project managers keep track of multiple projects simultaneously through visual dashboards and interactive sheets. This means that project managers do not have to rely on spreadsheets to manage projects which require frequent update of data. You can also use Xzazu to share project details with other users like client executives through its cplaboration feature.

  • Workflow automation

Xzazu provides workflow automation capabilities that allow organizations to set up automated processes based on specific events. For example, you can create an automatic process that sends out an email alert to users when a new lead is received or when an existing customer tweets about your company. You can even set up workflows to be triggered when certain events occur within Zoho CRM like creation of new contacts or cases. These workflows allow you to take immediate action on urgent situations without having to wait for manual intervention from human resources departments or other departments within your organization.

  • Reporting and analytics

Xzazu offers a multitude of reporting and analytics features that help organizations gain valuable insights into their business operations. You can view reports on a daily basis which helps managers identify problems before they escalate into major issues affecting business operations. You can also create custom reports based on specific parameters such as campaign performance, revenue generation, number of leads created per day, etc. You can even export reports into Excel format so that you can perform additional analysis of data from these reports before presenting them to clients or managers. Using advanced analytics features from Xzazu gives you a better understanding of how your business is performing as compared to competitors in the industry which helps you formulate more effective strategies for business growth and expansion. Additional features offered by this software include. automated reminders alerts for mandatory activities, SMS alerts for critical situations, showing lead status in contact card automatically after lead has been converted into a contact, capture lead quality rating automatically on contact creation, creating a new contact on a lead conversion automatically if no contact exists for the lead, auto-completion of the first name field based on the last name field for contacts created from leads imported from Zoho CRM, auto-completion of email address based on first name or last name fields for contacts created from leads imported from Zoho CRM and adding the ‘@’ symbp automatically in front of email addresses imported from Zoho CRM if no domain name is available in the email address itself.

The process to integrate Xzazu 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.