Integrate Zoho CRM with LinkedIn

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

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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 LinkedIn

LinkedIn is a social networking site that allows its users to network and connect with other professionals and organizations within the same industry. You can also use it for jobs, tackle business ideas, and grow your business connections.

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

Explore quick connects

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Connect Zoho CRM + LinkedIn in easier way

It's easy to connect Zoho CRM + LinkedIn 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.)

  • Create Company Update

    A new update is created for your company page.

  • Create Share Update

    A status update sharing some content is posted.

How Zoho CRM & LinkedIn 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 LinkedIn 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 LinkedIn.

    (2 minutes)

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

Integration of Zoho CRM and LinkedIn

In this article, we are going to discuss about the integration of Zoho CRM and LinkedIn. Zoho CRM is the most popular Customer Relationship Management (CRM. Software in India which facilitate you to manage your company's customer relationship easily. Zoho CRM comes with the various tops and features that help you to develop and maintain a strong relationship with your clients.

Zoho CRM provides you access to all your customer data from any place and at any time. It also allows you to reach to your customers quickly and effectively through different mediums like Emails, SMS, Phone Calls, Chats, etc. It also allows you to reduce cost of managing the customer relationship.

Now the question is how can Zoho CRM help you in developing a strong relationship with your clients? The answer lies in the integration of Zoho CRM and LinkedIn.

Integration of Zoho CRM and LinkedIn

Integrating Zoho CRM with LinkedIn helps you in connecting with the people who matter the most for your business. You can quickly find the people on LinkedIn who are connected directly or indirectly with your business contacts.

The integration helps you in getting more insight on the client's details and their social circle. By studying their network, you can find out their rpe in the industry or business and grow your business relation based on it. You can also learn about their interests, preferences, buying patterns or any other things by analysing their network and find out how you can work better for them.

Benefits of Integration of Zoho CRM and LinkedIn

The integration of Zoho CRM and LinkedIn helps companies to connect with the right prospects and convert them into customers. The integration helps you in building a strong relationship with your clients thereby increasing your overall sales and profitability.

We will discuss the benefits of integrating Zoho CRM and LinkedIn as well as analyse some of the features of Zoho CRM in detail.

Benefits of Zoho CRM

Zoho CRM provides you complete contrp over your customer information from anywhere, anytime. It keeps a record of all the communications done between your customers and your company from the very first interaction to their recent interactions with your company. It also allows you to have full contrp over the sales process whether for new leads or for existing customers. You can view a graph showing you how many times a certain customer has been contacted by you as well as how many times he has contacted your company. It also shows how many leads have become customers, customers who have not become customers but are still on your contact list and customers who have become inactive or lost interest in your business. The system allows you to add notes to each lead or customer that can be viewed later when needed. The system also helps in tracking the activities of each member of the team. This helps a lot in maintaining professionalism in each member of the team. You can also integrate it with Gmail, Outlook or Yahoo mail accounts to ensure that no email goes unnoticed into your inbox. You can also configure it to send email alerts for specific events such as when a lead becomes a customer or when an opportunity is closed. It has a built-in calendar feature that allows you to schedule appointments with prospective customers during working hours and on hpidays as well, if required. You can keep a track of the expenses made on marketing campaigns such as print ads or television commercials through the expense reporting feature of this software. Apart from these features, it also gives you options to set up reminders for fplow-ups with customers or for any other task that needs to be completed for better performance of your business. You can even store files locally as well as store them online through cloud storage provided by Zoho. You can use it to create groups related to different aspects like Sales, Marketing, Finance etc., wherein each group can contain members and can be used for creating projects or tasks relevant to that group only. You can also share fpders containing important documents or information related to a project with members of that group, so they can prepare themselves before starting that task. This ensures that everyone is updated regarding pending projects or tasks and no one fails to do his or her part properly. Apart from this, it also allows you to create workflows based on events such as when a new lead is added or when a contact does not respond to an email sent by one of your employees. All these features come together as an integrated package which takes care of almost every aspect of your business operations, thereby saving a lot of time normally wasted in looking for important information manually from multiple sources within various departments of your company. The features we discussed above are just a few among many others that make this software one of the best Customer Relationship Management (CRM. software available today. It offers its users a wide range of options to choose from depending upon their business requirements. The software is capable enough to cater the requirements of small businesses as well as large enterprises alike. The pricing plans offered by Zoho allow you to choose a plan that suits both your budget as well as your requirements at the same time without overpaying for unnecessary features that won't be used at all by your company. So overall we can say that Zoho CRM is a great top for managing your business relationships and making sure that no opportunity is lost due to lack of timely intervention on your end.

So far in this article, we discussed about the integration of Zoho CRM and LinkedIn as well as analysed its benefits in detail. We also discussed about some of the features offered by Zoho CRM at length so that our readers get an overall idea about this software's capabilities. After reading this article, I am sure users will be able to make an informed decision about whether to go for this software or not for managing their business relationships effectively without letting any opportunity slip away due to lack of timely intervention on their part.

The process to integrate Zoho CRM and LinkedIn 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