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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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.
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.
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.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Finds an entry in a module.
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.
Now, select your required service and click Continue. Here, you’ll be asked to select your account and press Connect an Account button.
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.
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.
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:
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 April 18, 2022 12:10 pm