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Zoho Creator + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Creator

Zoho Creator is a low-code application development platform that empowers you to build enterprise-class applications that run on mobile, tablet, and web.

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
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
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  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Zoho Creator + Zoho CRM

  • Zoho Creator Zoho CRM

    Zoho Creator + Zoho CRM

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

    Zoho Creator + Zoho CRM

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

    Zoho Creator + Zoho CRM

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

    Zoho Creator + Zoho CRM

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

    Zoho CRM + Zoho Creator

    Create Record to Zoho Creator from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho Creator New Contact
     
    Then do this...
    Zoho Creator Create Record
  • Zoho Creator {{item.actionAppName}}

    Zoho Creator + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is added to a certain application and form.

  • 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 Record

    Create new record in a certain application and form.

  • Download File

    Download a file from a specified record

  • 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 Zoho Creator & Zoho CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Creator and Zoho CRM

Zoho Creator

Zoho Creator is an online application with which you can create business documents.

It gives you the freedom to build and share your documents in various formats like PDF, Word, Excel, PowerPoint, OpenDocument, etc.

It has a simple drag-and-drop interface that allows you to create and design effective marketing materials in minutes. This is possible with the integrated images, videos, tables and charts.

Zoho CRM

Zoho CRM is an online customer relationship management (CRM. top that helps businesses to enhance their customer relationships.

It provides a wide range of features that enable you to manage customer information, activities, tasks and projects.

Integration of Zoho Creator and Zoho CRM

Zoho Creator and Zoho CRM integration helps businesses to increase efficiency by providing them with a single platform through which they can manage contacts, leads, sales, marketing and customer service.

It helps companies to reduce costs because it keeps all their data in a central location, thereby reducing the need for multiple databases.

  • Zoho Creator and Zoho CRM Integration via Data Synchronization

The above image shows how the data synchronization can be done between Zoho Creator and Zoho CRM for contacts. You can use this feature for common fields like Name, Address, Phone Number etc. This makes your life easier when creating documents because you don’t have to enter data separately in multiple applications. You can use the same contacts across different documents created in Zoho Creator.

  • Zoho Creator and Zoho CRM Integration using Templates

Another integration approach is using templates in Zoho Creator. Whenever you create a new document in Zoho Creator, you have the option of choosing one of the templates listed there. In case you want to reuse a template later on, you can do so by accessing the template library in Zoho Creator’s options menu. From there, you can also import or export your templates. For example if you have created a template for a lease agreement then you can use it anytime without having to create it again from scratch. The same goes for templates related to other documents like purchase orders, bids, supply orders etc.

  • Zoho Creator and Zoho CRM Integration via Email Marketing

Zoho Creator enables you to connect your email accounts to it via POP3 or IMAP4 protocps. This lets you send out emails from inside Zoho Creator itself once you save the document as an email template. You can also schedule these emails to be sent at specific intervals of time by utilizing the “Send Now” feature in Zoho Creator. This eliminates the need for a separate email marketing software application.

  • Zoho Creator and Zoho CRM Integration via Mobile Device Sync (Android)

You can sync your mobile phone with your app via Google Drive or Dropbox to access data on the go. You can also view those files directly on your Android device using the native app available on Google Play Store. The subscription will allow 5 users per company to have access to the app which can be synchronized with your account via Google Drive or Dropbox. This integration will enable you to create and share documents even while you are on the move without being tied down to a computer. It is easy to add and edit content using any smartphone or tablet; even offline! However, if you are using mobile devices running on iOS, then this feature is not available to you yet. Speak with your sales representative at Zoho if you would like this integration enabled for your company too!

  • Zoho Creator and Zoho CRM Integration via Mobile Device Sync (iOS)

Similar to what is available on Android devices, iOS devices can also be synced with your account via Google Drive or Dropbox for viewing documents on the go. But this integration does not allow you to create or modify documents on this platform as of now! Speak with your sales representative at Zoho if you would like this integration enabled for your company too!

The process to integrate Zoho Creator 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.