Integrate Zoho CRM with Canny
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Canny
- No code
- No Credit Card
- Lightning Fast Setup
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 Canny
Canny is a cloud-based solution that helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.
Canny IntegrationsBest ways to Integrate Zoho CRM + Canny
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Zoho CRM + Canny
Change Post Status in Canny when New Contact is created in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Change Post Status
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Zoho CRM + Canny
Change Post Status in Canny when New Record is created in Zoho CRM Read More...When this happens...
New Record
Then do this...
Change Post Status
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Zoho CRM + Canny
Change Post Status in Canny when New or Updated Contact is created in Zoho CRM Read More...When this happens...
New or Updated Contact
Then do this...
Change Post Status
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When this happens...
New Post
Then do this...
Create/Update Lead
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When this happens...
New Post
Then do this...
Create/Update Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Canny without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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New Comment
Triggers when a new comment is created.
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New Post
Triggers when a new post is created.
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New Vote
Triggers when a new vote is created.
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Post Status Change
Triggers when a post's status is changed.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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Change Post Status
Changes a post's status.
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How Zoho CRM & Canny Integrations Work
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Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Canny as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho CRM to Canny.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho CRM and Canny
Introduction. Zoho CRM is a customer relationship management (CRM. that offers cloud computing-based software as a service (SaaS. to small and medium businesses. Canny is a CRM for the construction industry, it offers cloud based CRM to assist in managing large projects.
Body. Integration of Zoho CRM and Canny:
Canny and Zoho CRM can be integrated to manage the customer information efficiently. This integration will help the companies to access the information effectively and keep all the data in one place. They can use this information to spve the problems that crop up in different stages of the project.
When the companies integrate Zoho CRM and Canny, they can avoid duplication of effort. The companies can focus on their core business rather than working on the back end of the project. They can also easily share the data with other people invpved in the project. This helps them to receive suggestions for improvement. The companies can also improve their customer experience by providing them with more information about the project. This will make sure that they are satisfied with the product or service they are receiving.
Conclusion:
As both the companies are renowned in their respective domains, integrating them will help companies to manage their customers better. Companies can improve their customer experience by keeping them updated about their project progress. Also, they will be able to provide better services to their customers.
The process to integrate Zoho CRM and Canny 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.
