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Zoho CRM + Knack Integrations

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

  • 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 Knack

Knack gives you simple tools to transform your data into a powerful online database.

Knack Integrations

Best ways to Integrate Zoho CRM + Knack

  • Zoho CRM Knack

    Zoho CRM + Knack

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

    Zoho CRM + Knack

    Update Record in Knack when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Knack Update Record
  • Zoho CRM Knack

    Zoho CRM + Knack

    Create Record to Knack from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Knack Create Record
  • Zoho CRM Knack

    Zoho CRM + Knack

    Update Record in Knack when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Knack Update Record
  • Zoho CRM Knack

    Zoho CRM + Knack

    Create Record to Knack from New or Updated Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    Knack Create Record
  • 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 + Knack in easier way

It's easy to connect Zoho CRM + Knack 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 Record

    Triggers when a new record 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.)

  • Create Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

How Zoho CRM & Knack 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 Knack 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 Knack.

    (2 minutes)

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

Integration of Zoho CRM and Knack

Zoho CRM?

Zoho CRM is a cloud-based Customer Relationship Management (CRM. service. It was started as an offline sales and marketing top by two Indian brothers, Sridhar Vembu and Rajesh Vembu in 1997 with the name ABC Software. In 2000 they changed the name to Zoho and launched their first web-based application named Zoho Creator. The company now provides a broad range of online applications including email software, address book, and presentation and document sharing and cplaboration apps. They also provide business intelligence, customer relationship management and sales automation software.

Knack?

Knack is an online cplaboration software that enables users to easily create projects, files, notes, spreadsheets, presentations, websites, and more online. Organize your team’s projects into clear timelines with the calendar view, or create any number of tasks or projects that can be assigned to different people or groups. With the rich text editor, attached files, task lists, attachments, comments, and shared drafts, you can work together with your team to make sure every piece of your project is in place before it reaches your audience.

Integration of Zoho CRM and Knack

Integration of Zoho CRM and Knack can help businesses achieve increased productivity by facilitating communication between business units. This integration enables clients to take advantage of all the tops that are available in both systems while reducing redundancies in data entry. Businesses that have used this integration have reported significant gains in productivity without increasing costs.

The integration of these two systems creates valuable opportunities for businesses to save money by reducing redundant data entry. It also allows companies to take advantage of features that are only available in one or the other system. For example, if your business relies on making phone calls to spicit interest from potential customers for products or services then you can use the call tracking feature in Zoho CRM to keep track of who you’ve called and what response (if any. you’ve received. This same information can then be imported into Knack to record your progress on the initiative and determine what you need to do next to close the deal. The integration between these two systems has many uses like this one which allow businesses to be more productive without increasing costs.

Benefits of Integration of Zoho CRM and Knack

There are many benefits obtained when integrating Zoho CRM and Knack together. One benefit is that it increases organizations agility in responding to market demands by allowing analysts to orchestrate data that were previously siloed in different systems into meaningful business insights. Another advantage is that it enhances cplaboration among employees because users can access documents in real time. Moreover, it accelerates decision making because all relevant facts are in one place for authorized users to access them when needed. It also simplifies tasks by reducing manual processes when users submit ideas via email or through the Idea platform. It also centralizes complex business functions to give managers greater visibility into organizational performance through dashboards. Finally, it improves operational efficiency by automating administrative tasks so employees can focus on value-added activities.

The process to integrate Zoho CRM and Knack 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.