Zoho CRM Integrations & Workflow Automations using AI

  • Zoho CRM Integration

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

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
20 Million work hours saved

Award Winning App Integration Platform

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 Customer Service Contacts

  • mail

    Zoho CRM Email Support

  • chat

    Zoho CRM Live Chat Support

  • support_agent

    Zoho CRM Call Center Support

    91 4471817070

  • live_help

    Zoho CRM Knowledge Base

  • forum

    Zoho CRM Forum


Social Media Support Contacts

Legal Contacts

  • fact_check

    Zoho CRM Terms & Conditions

  • lock

    Zoho CRM Privacy Policy

  • verified_user

    Zoho CRM Security Policy

  • security

    Zoho CRM GDPR

Other Links

Zoho CRM Alternatives

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

  • Salesforce Integration Salesforce
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM
  • Agile CRM Integration Agile CRM
  • Freshsales Integration Freshsales
  • LeadSquared Integration LeadSquared
  • Scoro Integration Scoro

Choose the app you want to connect with Zoho CRM

  • Wealthbox CRM Integration Wealthbox CRM
  • Mailgun Integration Mailgun
  • LinkedIn Integration LinkedIn
  • crown Premium Salesforce Integration Salesforce
  • crown Premium Zendesk Integration Zendesk
  • ThriveCart Integration ThriveCart
  • Basecamp Classic Integration Basecamp Classic
  • Sina Weibo Integration Sina Weibo
  • crown Premium Amazon SQS Integration Amazon SQS
  • crown Premium Shopify Integration Shopify
  • Robly Integration Robly
  • strava Integration strava
  • Siteleaf Integration Siteleaf
  • Delay By Connect Integration Delay By Connect
  • uProc Integration uProc
  • simplesat Integration simplesat
  • BigCommerce Integration BigCommerce
  • SignNow Integration SignNow

Here is a list of Zoho CRM Triggers and Actions

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.

Details of Zoho CRM Integrations using Appy Pie Connect

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.

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:

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 March 29,2023 02:06 pm