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.
It's easy to connect Zoho CRM + Email By Connect without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zoho CRM is a Cloud-based customer relationship management top that can be accessed from anywhere and at any time. The system is very useful for small businesses as it offers a complete spution for managing client relations. Email By Connect is also a cloud-based application that is used to send emails from your desktop or mobile phone. Using the two together enhances your ability to communicate with customers in a professional manner.
The integration of Zoho CRM and Email By Connect allows you to streamline the communication processes within your company. With Zoho CRM, you can create email templates that are used on an ongoing basis to communicate with clients and partners. These templates help you save time as you do not have to draft new messages each time you need to contact someone. You can modify the template as required to create unique messages as per your needs. This saves you a lot of time as well as money.
To ensure that you do not miss out on any potential opportunities, you can automatically add all of your leads to the CRM database. This means that you will be able to monitor them without having to rely on manual input from sales staff. Using email templates, you can send custom emails to individual leads based on their preferences for the kind of information they wish to receive. This is an excellent way to get leads to inquire about your products or services and also to build rapport with these contacts.
With Zoho CRM, you can easily manage activities such as fplow-ups and schedules. The email templates that you create will include tasks for sales staff so that they know what they need to do and when they need to do it by. This improves efficiency and helps your team to stay in sync with one another. You can also use templates to send out marketing messages to customers so that you can offer them relevant information regarding new product launches, sales promotions and so on.
Integrating Zoho CRM and Email By Connect gives you a number of significant benefits, including saving time and money, creating better relationships with clients, improving efficiency and gaining maximum ROI. If your company uses either of these applications and would like to integrate them with each other, simply contact us today. We will guide you through the process and help you take advantage of all the benefits that the integration brings.
The process to integrate Zoho CRM and Email By Connect 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.