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Zoho CRM + awork Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About awork

Intelligent projects, tasks and time tracking for your project business.

awork Integrations

Best ways to Integrate Zoho CRM + awork

  • Zoho CRM awork

    Zoho CRM + awork

    Search Projects in awork when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    awork Search Projects
  • Zoho CRM awork

    Zoho CRM + awork

    Create Client to awork from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    awork Create Client
  • Zoho CRM awork

    Zoho CRM + awork

    Search Users by Email in awork when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    awork Search Users by Email
  • Zoho CRM awork

    Zoho CRM + awork

    Create Project to awork from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    awork Create Project
  • Zoho CRM awork

    Zoho CRM + awork

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

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Task

    Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Time Entry

    Triggers when a time entry is updated.

    Actions
  • 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.)

  • Create Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Project Task

    Creates a new project task.

  • Search Projects

    Search Users by Email (IN this, we get all projects now we will apply filter for project name)

  • Search Users by Email

    Finds a user by email (in this for now we fetch all users apply filter remain)

How Zoho CRM & awork Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and awork

Zoho CRM is a software-as-a-service (SaaS. customer relationship management (CRM. web application. Zoho CRM is an online application which helps to manage the various stages of customer relationship. This software allows the user to store information about customer, leads, contacts, orders, invoices and payments. The user can also create reports that include sales reports, lead reports, customer report, etc.

Awork is a cloud based platform that enables real time communication between business partners. It is available in the form of web application and mobile app. It allows users to see notifications of tasks related to customer service, sales and marketing, human resources and operations. Awork also provides users with real time analytics so that they can track their performance.

Integration of Zoho CRM and awork has several benefits. Some of these benefits include:

It reduces the time taken for product development and delivery by eSALES. A work spution offers an integrated spution for managing customer and employee interactions with business partners and prospects. This saves time and money.

Awork provides real time communications and cplaboration between contacts, prospects, customers and employees. Customers can now interact with the sales team directly from the contact record without having to make a separate contact or phone call. This also eliminates the need for duplicate data entry as well as unnecessary phone calls.

In conclusion, we can say that integration of Zoho CRM and awork offers many benefits to the company as well as the customers who use the Zoho CRM and awork sputions.

The process to integrate Zoho CRM and awork 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.