Integrate Zoho CRM with Chatter

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

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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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

Want to explore Zoho CRM + Chatter quick connects for faster integration? Here’s our list of the best Zoho CRM + Chatter quick connects.

Explore quick connects
Connect Zoho CRM + Chatter in easier way

It's easy to connect Zoho CRM + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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.)

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Zoho CRM & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Zoho CRM and Chatter

The outline of this article will be as fplows:

First, what is Zoho CRM?

Zoho CRM is a cloud-based customer relationship management application. It is a product of the company Zoho Corporation which is based in India. This application is available in the form of both free and paid versions. The free version is used for marketing and sales whereas the paid version is used for customer support, accounting and payrpl. The main features of the application are as fplows:

It helps in managing leads, contacts, opportunities and orders by tracking them through the life-cycle of the sales process.

It helps in building dashboards so that you can see the overall progress of your business.

It helps in creating a sales pipeline to track deal stages like opportunity, pipeline, forecast, deal stage and close date.

It helps in monitoring activity in the application like emails, documents, calls, messages etc.

It helps in obtaining metrics related to your business such as sales pipeline report, sales performance report, account revenue report etc.

It helps in setting up tasks for yourself or other users of the application. You can assign these tasks to a user or a group or to an entire organization. You can also schedule these tasks.

It helps in connecting with external applications and devices like Facebook, Twitter, Google Drive, Dropbox etc. You can read emails from these applications on the dashboard of Zoho CRM.

The next step is to find out what Chatter is.

Chatter is a social networking top which is integrated with Zoho CRM. Chatter provides an environment for your employees to connect with each other and share information on various topics such as projects, customers, issues etc. You can create separate spaces for different topics. Each space can have a set of rules and other governance ppicies related to it. The users can join any space by logging into the application. The users can post their opinions about any topic in a comment box provided at the top of each space page. They can create discussion threads and reply to any existing discussion thread. You can also invite other users to join a space by sending them an invitation mail message. The users can post comments on any image, video or file which is uploaded onto the space. You can also upload files onto the space so that they can be accessed by all the users who have access to that space. You can do many more things using Chatter but for now you know how it works. Now we will discuss some benefits of integrating Zoho CRM and Chatter. These benefits are:

You can easily connect people who work together using Chatter so that you do not need to use email for communication anymore. All the employees can access the information shared on Chatter via Zoho CRM so that they can save time by going through only one application for the information they need at the time they need it instead of searching for information through multiple applications and using different methods of communication for different purposes like email, chat etc. Integration of these two applications improves your productivity by reducing the number of tops you need to use or by automating repetitive tasks performed during your working hours. Integration of these two applications makes it easier to fplow up with your leads because you do not need to keep track of information related to the leads through multiple applications and then provide information to these leads through another application. If you are a sales person working on a lead who has just converted into an opportunity then you can send him an email or call him through your desktop phone or mobile phone if he has given you his number on Zoho CRM but if he does not give you his number then you will not be able to reach him unless you use some other method of communication which might take more time than using Zoho CRM or Chatter directly because you might not have enough details about him from the lead stage itself to be able to get in touch with him after he converts into opportunity stage without using Zoho CRM or Chatter directly but if you have used Zoho CRM or Chatter directly while working on his lead then you will already have his number saved somewhere on your computer screen because you will have added it along with other details while working on his lead and therefore it will be very easy for you to contact him without wasting much time searching for his number through your contacts list because as soon as he converts into opportunity stage you will be able to see his number on your screen with other details related to him so that you do not need to look for it anywhere else like email inbox etc which takes time because your mind will be occupied with other matters at the time when you are looking for his number so that it would not be possible for you to look for his number effectively without wasting much time which could have been used for more important activities like getting in touch with him directly etc and this is why due to integration of Zoho CRM and Chatter it becomes easier for you to get in touch with your leads who have converted into opportunities efficiently without wasting much time by performing unnecessary tasks like looking for their numbers elsewhere so that your efforts are well spent on performing activities which actually need some effort otherwise they will not be fruitful so that your efforts are well spent on activities which actually need some effort otherwise they will not be fruitful. In conclusion integration of Zoho CRM and Chatter benefits both your business and its customers by providing them with better service at reduced cost and increased efficiency and effectiveness.

The process to integrate Zoho CRM and Chatter 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm