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Integrate Zoho CRM with OnceHub

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

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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 OnceHub

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

OnceHub Integrations

Best ways to Integrate Zoho CRM + OnceHub

  • Zoho CRM Integration Zoho CRM Integration

    OnceHub + Zoho CRM

    Create/Update Lead from Zoho CRM from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Zoho CRM Integration Scheduled Booking
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Zoho CRM Integration Zoho CRM Integration

    OnceHub + Zoho CRM

    Create/Update Contact from Zoho CRM from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Zoho CRM Integration Scheduled Booking
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Zoho CRM Integration Zoho CRM Integration

    OnceHub + Zoho CRM

    Create Module Entry from Zoho CRM from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Zoho CRM Integration Scheduled Booking
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Zoho CRM Integration Zoho CRM Integration

    OnceHub + Zoho CRM

    Add Attachment in Zoho CRM when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    Zoho CRM Integration Scheduled Booking
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Zoho CRM Integration Zoho CRM Integration

    OnceHub + Zoho CRM

    Create/Update Lead from Zoho CRM from Canceled Booking to OnceHub Read More...
    Close
    When this happens...
    Zoho CRM Integration Canceled Booking
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Zoho CRM Integration {{item.actionAppName}} Integration

    Zoho CRM + {{item.actionAppName}}

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Connect Zoho CRM + OnceHub in easier way

It's easy to connect Zoho CRM + OnceHub 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.

  • Booking Lifecycle Event

    Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

    Triggers when the status of a booking is changed to No-show.

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

    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.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho CRM & OnceHub 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 OnceHub 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 OnceHub.

    (2 minutes)

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

Integration of Zoho CRM and OnceHub

Zoho CRM is an online customer relationship management (CRM. application. The company Zoho Corporation was founded in 1996 by Sridhar Vembu, who currently serves as its CEO. He is also known for his previous work on the popular open-source office suite, OpenOffice.org 1.0.

Zoho CRM provides tops to manage your customer information and customer relationships, including creating contacts, managing leads, sending emails, scheduling meetings, handling tasks, tracking time and expenses, etc. You can easily set up an auto responder to send out automatic emails. You can track the performance of your emails using email tracking reports. 2. OnceHub is a web-based remote support software that allows you to help your customers remotely. It is a great top for helping your customers with their computer problems without having to call them over the phone or driving over to their house. It is a great alternative to most desktop based remote contrp software, which can be expensive and difficult to use.

Integration of Zoho CRM and OnceHub

OnceHub integrates with Zoho CRM very easily. Once you log into OnceHub, you will see a link under the “My Connections” section that says “Zoho CRM”. All you have to do is click that link and then enter your Zoho CRM username and password to connect it to OnceHub. Once you have done this, you will be able to see additional details about your contacts when you view them in OnceHub, such as their email addresses and phone numbers. You will also be able to schedule meetings in Zoho CRM with your contacts in OnceHub just by clicking the “Schedule a Meeting” button on the contact’s profile page in OnceHub.

Benefits of Integration of Zoho CRM and OnceHub

Having OnceHub integrated with Zoho CRM has many benefits. First, it automatically syncs your contacts from Zoho CRM to OnceHub and vice versa. This helps ensure that there are no duplicate accounts and that all of your contacts are up-to-date in both programs at all times. Second, it syncs your appointments from Zoho CRM to OnceHub and vice versa. This means that if you want to schedule a meeting with someone via email or phone, then you can do so by simply sending an email or calling them from within OnceHub. And if they respond via email or call you back via phone, then all of that information gets synced back over to Zoho CRM and vice versa. This helps save you time and money because you don’t have to fplow up with people by phone or email to confirm meetings or appointments. Instead, everything is already handled for you through OnceHub so you can get on with your day without having to worry about setting up meetings and appointments yourself. Third, integration between Zoho CRM and OnceHub helps prevent any mistakes that might occur while manually setting up meetings or appointments with your contacts in both programs separately. This can be especially helpful if you have many contacts in either program since it can be easy to accidentally schedule something incorrectly if you are manually entering information into two different programs at once.

The process to integrate Zoho CRM and OnceHub 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.