Zoho CRM Integrations
Use Appy Pie Connect and Integrate Zoho CRM with 150+ Apps to automate your business process in minutes.
About Zoho CRM
A globally popular On-demand Customer Relationship Management, Zoho CRM helps you to efficiently streamline your business sales, marketing, customer support, and inventory management functions, while establishing a long term relationship with customers.
Read MoreZoho CRM Alternatives
Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives
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Salesforce
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Pipedrive
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HubSpot CRM
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Agile CRM
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Airtable
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Premium
Vend
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Zoom
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Premium
MINDBODY
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SugarCRM
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Amazon SQS
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Expensify
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Premium
Microsoft Dynamics 365 Business Central
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Microsoft Exchange
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Premium
Google Groups
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Shippo
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Shipwire
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Premium
MailChimp Ecommerce
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Tableau
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BambooHR
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ClickUp
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Premium
RingCentral
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Premium
SMS By Connect
Popular Zoho CRM Integrations
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When this happens...
New Contact
Then do this...
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
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When this happens...
New Contact
Then do this...
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
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Zoho CRM + MailChimp
Create MailChimp Subscribers from New Zoho CRM Leads Read More...When this happens...
New Lead
Then do this...
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
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When this happens...
New Email
Then do this...
Create/Update Lead
When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.
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Google Sheets + Zoho CRM
Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...When this happens...
New or Updated Spreadsheet Row
Then do this...
Create/Update Lead
If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.How It Works- Triggers when a new row is added to Google Sheets spreadsheet
- Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
What You Need- A Google Sheets Spreadsheet
- A Zoho CRM account
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When this happens...
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Then do this...
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Zoho CRM Integration Details
Streamline business processes and focus on what matters the most by connecting your Zoho CRM with other apps using Appy Pie’s Connect. You can create leads, update your MailChimp subscriber list, or automate any tasks in the 1,000+ apps supported on Appy Pie’s Connect. Manage your schedule, track your sales visits, collaborate with your team, and nurture client relationships even when you’re on the move.
We have listed some of the most creative ways in which you can use Zoho CRM to its maximum potential using Appy Pie's Connect:
- 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, track your sales visits, collaborate with your team to grow your sales, and nurture client relationships with timely customer support. Appy Pie’s Connect lets you integrate Zoho CRM easily with various project management applications.
- Receive notifications in Slack when new leads are created on Zoho CRM.
Appy Pie Connect brings together Triggers (like "New Contact") and Actions (like "Create Lead") 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.
Step By Step Zoho CRM Integration Guide
To integrate Zoho CRM with Appy Pie Connect, search and select the app from the app directory at Appy Pie Connect. Choose the service required and press Continue to move further ahead with integration steps at Appy Pie Connect.
Click Connect an Accountt and a pop-up will ask for some information required for integration at Appy Pie Connect. Select the Domain from the dropdown menu shown, once selected click,Yes, Continue.
Enter the Email Address or Mobile Number dedicated to the Zoho Account that would be connected at Appy Pie Connect. Once the correct details are filled, press Next.
Enter the password of the account and press the Sign In button.
Appy Pie Connect will ask for certain permits to access the information required to complete the connect operations. Press the Accept button to give the accesses required in order to make the integration possible.
Appy Pie Connect will ask to confirm the account press Continue.
To select the options for further integration go to “Advanced Mode” and choose the options from the dropdown menu. Once this is done press Continue to complete the integration at Appy Pie Connect.
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:
- Plan issue - where the Triggers are limited by paid plans at Zoho.
- 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.
