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Zoho CRM + BulkGate Integrations

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

  • 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 BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

BulkGate Integrations

Best ways to Integrate Zoho CRM + BulkGate

  • Zoho CRM BulkGate

    Zoho CRM + BulkGate

    Send Transactional SMS in BulkGate when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    BulkGate Send Transactional SMS
  • Zoho CRM BulkGate

    Zoho CRM + BulkGate

    Send Promotional SMS in BulkGate when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    BulkGate Send Promotional SMS
  • Zoho CRM BulkGate

    Zoho CRM + BulkGate

    Send Transactional SMS in BulkGate when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    BulkGate Send Transactional SMS
  • Zoho CRM BulkGate

    Zoho CRM + BulkGate

    Send Promotional SMS in BulkGate when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    BulkGate Send Promotional SMS
  • Zoho CRM BulkGate

    Zoho CRM + BulkGate

    Send Transactional SMS in BulkGate when New or Updated Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    BulkGate Send Transactional SMS
  • 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 + BulkGate in easier way

It's easy to connect Zoho CRM + BulkGate 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.

    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.)

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

How Zoho CRM & BulkGate 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 BulkGate 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 BulkGate.

    (2 minutes)

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

Integration of Zoho CRM and BulkGate

Zoho CRM

Zoho CRM is a cloud-based customer relationship management software package that helps small business to manage their sales, service and marketing efforts. It provides a number of tops that allows you to conspidate your business data in one place and build integrated workflows. The software is free, but if you want to use some advanced features you need to buy or upgrade the software. The software allows you to create lead tracking forms, fplow up on leads, create an auto responder message and send it to your client automatically. The software also has a built-in survey creator that lets you quickly make surveys and send them to your client to get more information about their needs. Quickbooks integration feature enables you to import contact data from Quickbooks. The software comes with mobile apps for IOS and Android platforms.

BulkGate is an email marketing spution that allows you to send out emails to a large number of contacts in one click. Email marketing is effective way to increase your sales and generate more leads. You can create an unlimited number of campaigns and send as many emails as you want. Campaigns allow you to create different rules based on which contacts are going to receive your emails. You can also schedule your email to be sent at a later date. BulkGate allows you to create templates for your emails and modify them if necessary. BulkGate uses double opt-in process, which means that contacts must confirm their subscriptions before they start receiving your emails. This way you can reduce the amount of spam complaints. BulkGate also allows you to import contacts from existing email lists or create new contact lists by importing spreadsheets.

Integration of Zoho CRM and BulkGate

BulkGate allows you to integrate your emails with Zoho CRM so that you can capture contact information about your subscribers in Zoho CRM database. You can also import contacts from Zoho CRM into BulkGate database and send out emails via BulkGate. There are several ways in which Zoho CRM and BulkGate can be connected:

  • Importing contacts from Zoho CRM database into BulkGate database
  • Importing recipients from BulkGate database into Zoho CRM database
  • Exporting contacts from Zoho CRM database into BulkGate database
  • Exporting recipients from BulkGate database into Zoho CRM database
  • Synchronizing data between Zoho CRM and BulkGate databases

Importing contacts from Zoho CRM database into BulkGate database

You can connect Zoho CRM and BulkGate directly or use Zapier.com service, which is an intermediary that connects a number of applications. In case of direct connection, you need a separate account for each application (Zoho CRM and BulkGate. In case of using Zapier, you need only one account – Zapier will log in to your applications and do the rest of the work. First, sign up for an account at Zapier.com using an email address used in Zoho CRM. http://zapier.com/login/. Then, sign up for an account in BulkGate. https://www.bulkgate.com/account/. After signing up in both applications, connect them using this link. https://zapier.com/zapbook/zoho-crm-integration-with-bulkgate/. This link contains instructions on how to connect both applications using Zapier. After connecting the applications, you need to specify the fields that are going to be used as “buckets” or “labels” in BulkMailer. In case of importing contacts from Zoho CRM database into BulkMailer, the field that hpds information about email address should be used as a “bucket” or “label” name. This way contacts will be imported into mailing list based on their email addresses which will make it easier for you to organize your list in future. You can first test this connection and if everything works fine you can delete the test connection and create a permanent connection between these two applications. At this point, if you want the contacts imported from Zoho CRM database into BulkMailer database to be automatically deleted from Zoho CRM, check the appropriate option in BulkMailer settings under “Import Settings” tab. You can also choose which client’s data will be imported into BulkMailer. If you have more than one clients, go to “Customize List” tab in BulkMailer, click on “View/Edit” button next to “Email Addresses” label and then select the client whose data will be imported into BulkMailer database. After selecting the field that will be used as a “bucket” or “label” name in BulkMailer and specifying whether existing contacts should be removed after importing them into BulkMailer database or not, click on “Save Changes” button on the upper right corner of the screen. After saving your changes, go to “Manage Lists” tab in BulkMailer dashboard and click on “Add New List” button on the top left corner of the page. Name your list whatever you want and click on “Create List” button on the bottom right corner of the page. Now you need to add contacts that will be imported from Zoho CRM database into this list by clicking on “+ Contacts” icon located on the right side of your list name, typing all the contacts one by one and pressing the “Add / Update Contacts” button when done adding new contacts, or uploading a CSV file containing all the contacts one by one by clicking on “Upload CSV File” button located above all the contacts and entering name of CSV file in the input box on the right side of the screen once all contacts are uploaded by clicking on “Upload CSV File” button located above all the contacts. Once all contacts are added, move all contacts from “Incoming” section located at the bottom left corner of the screen into “Sorted by Date Added” section located at the bottom right corner of the screen by clicking on green arrow icon located next to each contact thumbnail picture at the top right corner of each contact thumbnail picture. Now click on “Send Test Email” button located just below your list name at the top left corner of the screen and ensure that all contacts were properly inserted into your test email that was sent to you via email address specified in your BulkMailer account settings under “Account Information” tab. http://www.bulkmailerapp.com/account/email/. After testing your connection, go back to your list by clicking on its name (e.g., “List 1″. located at the top left corner of the screen, scrpl down until you see list options (e.g., “Send Test Email”, “Customize List…” etc.. located just below list name and click on “List Options” button located on the right side of your list name just above all list options located in this part of screen. http://www.bulkmailerapp.com/manage-lists/list-options/. On this page click on “Import Settings” tab located at the top of page and click on “Add / Update Contacts From…” drop down menu located just below this tab. http://www.bulkmailerapp.com/manage-lists/list-options/. Choose “Zoho CRM Database” option from this drop down menu (if it doesn’t appear then go back to step 2 where you have connected Zoho CRM and BulkMailer using Zapier service. and click on “Update List Settings” button located below this drop down menu. http://www.bulkmailerapp.com/manage-lists/import-settings/. You can now test your connection again by clicking on “Send Test Email” option just below your list name at the top left corner of the screen or simply wait until all contacts are imported into your list (this usually takes around 1 hour). http://www.bulkmailerapp.com/manage-lists/. You can also see how many contacts were imported into your list by looking at the counter located at the very bottom right corner of each contact thumbnail picture at the top right corner of each contact thumbnail picture. http://www.bulkmailerapp.com/manage-lists/. Sometimes it takes several hours for all contacts to be imported because each contact

The process to integrate Zoho CRM and BulkGate 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.