Zoho CRM Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Zoho CRM account with Appy Pie Connect

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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.

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How to Integrate Zoho CRM with Appy Pie Connect

Follow these steps to Integrate Zoho CRM:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Zoho CRM App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Zoho CRM account API key

  6. Your Zoho CRM app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Zoho CRM Integrations

  • Zoho CRM Integration Office 365 Integration

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Office 365 Integration Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM Integration MailChimp Integration

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    MailChimp Integration Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM Integration MailChimp Integration

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM Integration New Lead
     
    Then do this...
    MailChimp Integration Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Integration Gmail Integration

    Zoho CRM + Gmail

    Create Draft to Gmail from New Contact in Zoho CRM Read More...
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Gmail Integration Create Draft
  • Zoho CRM Integration Gmail Integration

    Zoho CRM + Gmail

    Send Email in Gmail when New Contact is created in Zoho CRM Read More...
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Gmail Integration Send Email
  • Zoho CRM Integration Gmail Integration

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Zoho CRM Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} Integration {{item.actionTitle}}

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Zoho CRM Integration Details

Spend less time managing your apps, and more time on growing your business by using Zoho CRM with Appy Pie Connect. App Pie Connect offers various integrations for productivity and collaboration that will improve your efficiency and business revenue. With this Zoho CRM integration, you can automatically create leads, update MailChimp subscriber list, or automate any tasks in the 1,000+ apps supported on Appy Pie Connect. Appy Pie Connect allows you to integrate Zoho CRM with both Outlook and Google's calendars, making it easy to schedule and send invites to clients or customers outside of your organization.

Why You Should Use Zoho CRM Integration?

Automatically manage your schedule, track your sales visits, collaborate with your team, and nurture client relationships even when you’re on the move. This Zoho CRM integration from Appy Pie Connect gets your important activities done in a single platform, helping you to manage your customer relationship more closely. Zoho CRM integrates with Facebook Lead Ads, Google Sheets, Mailchimp, Gmail, Calendly, Microsoft Exchange, Vend, MailerLite, ActiveCampaign, Google Calendar, Stripe, Zendesk, and many more. You can set up integration without any coding.

Here is how you can use Zoho CRM with Appy Pie Connect:

  • Connect Zoho CRM to Microsoft Teams and keep your team informed about a new lead in Zoho CRM.
  • Add leads to Zoho CRM from Facebook Lead Ads, Gmail emails, MailChimp subscribers, WooCommerce orders, Gravity Forms submission, and other apps you use.
  • Manage your schedule by connecting your Zoho CRM with Google Calendar. Appy Pie Connect automatically adds new Zoho CRM leads as events to Google Calendar.
  • Connect your Zoho CRM with Zendesk and nurture client relationships with timely customer support. This Zoho CRM-Zendesk integration will help you strengthen your customer service like never before.
  • Connect Zoho CRM to Slack and automatically receive notifications in Slack when new leads are created on Zoho CRM. This Zoho CRM-Slack integration will make your team collaboration more effective.
  • Connect Zoho CRM to WooCommerce and automatically add new WooCommerce orders to Zoho CRM as contacts.
  • Handle your leads without any hassle. Automatically add Zoho CRM leads to Google Sheets by connecting your Zoho CRM account to Google Sheets.
  • Send welcome emails to new leads. Connect Zoho CRM to Gmail, and send a personalized email to every new lead in Zoho CRM. This Zoho CRM-Gmail integration helps you improve relationships with your customers.
  • Make your Invoicing, and payment more efficient by connecting your Zoho CRM to your Xero account. This Zoho CRM-Xero integration helps you manage your billing and accounting more effectively.
  • Integrate Zoho CRM with Google Contacts and automatically add or update a contact in Google Contacts on a new lead in Zoho CRM.
  • Connect Zoho CRM to Google Sheets and create Zoho CRM leads from new Google Sheets entries. This Zoho CRM-Google Sheets integration helps you grow your business fast.

Appy Pie Connect brings together Triggers (like "New Lead") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

Here is a list of Zoho CRM Triggers and Actions

Step By Step Zoho CRM Integration Guide

  1. To connect Zoho CRM to Appy Pie, you must click Connect Zoho CRM to your favorite apps button. To do so, sign up/log into your Appy Pie and visit your access dashboard.


  2. Now, select your required service and click Continue. Here, you’ll be asked to select your account and press Connect an Account button.


  3. A pop up window will appear that’ll ask to select your domain from the dropdown, right away, you’ll be prompted to grant Appy Pie access to your account. Confirm the dialog by pressing the Allow button.


  4. Click Continue to reconfirm the account, now, you’ll notice a window that’ll ask to fill the field (optional) to complete the integration process.


Common Issues With Zoho CRM At Appy Pie Connect

Why am I getting the “Crossed License Limit” error?

With Zoho, you get limited access to Trigger events at Appy Pie Connect. with each plan. Check the plan and its API limitation in the link given below to know more:
http://www.zoho.com/crm/help/api/using-authentication-token.html#API_Limit

Some of my field records are saved and rest not by Connect!

At Connect we do not support some related fields such as Product Details. Check the list of all such items in the link.

My Trigger Workflow is not working for Zoho even after setting permission to ‘Yes’!

There are commonly two issues with Zoho integration as a trigger:

  1. Plan issue - where the Triggers are limited by paid plans at Zoho.
  2. Access Issue - Zoho will deny the access to the workflows created by others or to the workflow for which you are not admin.

Check for these issues while switching to the upgraded plan and cross-refer to the permits of the workflow.

Kindly contact our support team online to get more information.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am