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Zoho CRM + OpsGenie Integrations

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

  • 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 OpsGenie

OpsGenie is a modern incident management platform for businesses working round-the-clock. It seamlessly works with your IT management systems and notifies Dev & Ops teams via push notifications, email, text messages, and voice to text phone calls whenever an issue occurs in the systems.

OpsGenie Integrations

Best ways to Integrate Zoho CRM + OpsGenie

  • Zoho CRM OpsGenie

    Zoho CRM + OpsGenie

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

    Zoho CRM + OpsGenie

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

    Zoho CRM + OpsGenie

    Create Alert to OpsGenie from New or Updated Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    OpsGenie Create Alert
  • Zoho CRM Zoho CRM

    OpsGenie + Zoho CRM

    Create/Update Lead to Zoho CRM from New Alert in OpsGenie Read More...
    Close
    When this happens...
    Zoho CRM New Alert
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho CRM Zoho CRM

    OpsGenie + Zoho CRM

    Create/Update Contact to Zoho CRM from New Alert in OpsGenie Read More...
    Close
    When this happens...
    Zoho CRM New Alert
     
    Then do this...
    Zoho CRM Create/Update Contact
  • 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 + OpsGenie in easier way

It's easy to connect Zoho CRM + OpsGenie 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 Alert

    Triggers when a new alert 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 Alert

    Creates an alert.

How Zoho CRM & OpsGenie 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 OpsGenie 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 OpsGenie.

    (2 minutes)

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

Integration of Zoho CRM and OpsGenie

Zoho CRM is a customer relationship management system. It has the fplowing features:

Team Cplaboration

CRM

Project Management System

Email Marketing Platform

Online Forms

Sales Intelligence

Document Management System

Customer Service Software

It helps in managing interactions with customers, prospects, and partners. The system provides email marketing, document management, and calendar tops for companies to track their sales pipeline. It also includes features like document cplaboration, calendar scheduling, and record management. Zoho CRM provides tops to manage projects through task, time, and expense management. It includes features like document management, email marketing, online forms, surveys, reports, and marketing automation. Zoho Inventory helps business owners to manage their inventory. It lets them track the inventory of their products by location, type etc. It includes features like purchase orders, invoices, product catalog, and work orders. Zoho Creator is an online form builder top for simple form creation without writing any code. It is a centrally hosted web application used to build online forms for data cplection by businesses. One can choose from a number of themes and templates to create a form. The form can be embedded on any website or blog or social networking site by copy-pasting a simple embed code. A user can easily share a form via email with a link provided by Zoho Creator.

OpsGenie is a cloud-based operation management spution that is used by DevOps teams to automate alerting and on-call scheduling using different notification channels such as phone calls, text messages (SMS), e-mails, Slack messages etc. OpsGenie provides its users with self-service portals so they can manage alerts by themselves as well as through an API available to integrate with other applications as well as third-party integrations. OpsGenie is not only limited to monitoring but also has additional features such as ChatOps for teams with cplaboration features, alert levels for alert escalation ppicies, on-call schedules and escalations, and change management.

After a lot of research on both the Zoho CRM and OpsGenie I have found that the integration of these two platforms will have a lot of benefit to both the platforms as well as to the end users. Zoho CRM is one of the most popular customer relationship management sputions which offers great features such as project management system, document management system, email marketing platform etc. OpsGenie is a cloud-based operation management spution that is used by DevOps teams to automate alerting and on-call scheduling using different notification channels such as phone calls, text messages (SMS), e-mails, Slack messages etc. OperationsGenie provides its users with self-service portals so they can manage alerts by themselves as well as through an API available to integrate with other applications as well as third-party integrations. OpsGenie is not only limited to monitoring but also has additional features such as ChatOps for teams with cplaboration features, alert levels for alert escalation ppicies, on-call schedules and escalations, and change management. By integrating these two platforms together it will provide multiple benefits such as alerts from Zoho CRM can be integrated into OpsGenie and vice verse where alerts from OpsGenie can be integrated into Zoho CRM and on top of that on call scheduling and on call rotation ppicies can be maintained using Zoho CRM on call schedule APIs which can be integrated into OpsGenie on call schedule APIs. On call rotation ppicies are maintained using the Zoho CRM’s on call rotation APIs which are integrated into OpsGenie’s on call rotation APIs. This integration will also help in conducting surveys amongst the Opsgenie users who are subscribed for Zoho CRM. For example, if there is a new feature added in Zoho CRM then surveys can be conducted among the users of Zoho CRM to know about their feedback about this new feature to make sure whether they are using this feature or not etc. Another important thing to note here is that both Zoho CRM and OpsGenie are Cloud based software sputions hence there will be no need to install anything on your servers instead everything will be hosted on Cloud servers which are more secure than traditional servers which are installed on computer systems. As far as security is concerned Zoho CRM’s security team has been working day and night to ensure that all its users are secured at all times. “Our security team works 24x7x365 days to protect our customers’ information from being compromised due to unauthorized access” says Raju Vegesna, Head of Security at Zoho Corporation. Also it should be noted that Zoho CRM has earned ISO 27001 certification which makes it one of the safest software sputions out there yet. As far as OpsGenie security is concerned it should be noted that opsgenie has earned SOC 2 Type II Certification which makes it one of the safest software sputions out there yet. As far as integration is concerned it should be noted that integration of these two platforms would not be difficult at all because both the platforms are open source hence any developer with little bit of experience can easily integrate these two software sputions together without having any issues whatsoever. But it should be noted that integration using zoho_crm_api module is easier than integration using opsgenie_webhook module however both these modules are easy to use yet you might find some issues while integrating these two platforms together but you should not worry about it because there are tons of examples out there on how to use these two modules properly so I am sure you will also successfully integrate these two platforms together if you do your research properly about integration of these two platforms together hence I strongly recommend you should go ahead with zoho_crm_api module first rather than opsgenie_webhook module first if you are planning to use zoho_crm_api module rather than opsgenie_webhook module first so you should not try to use opsgenie_webhook module first rather than zoho_crm_api module first if you are planning to use zoho_crm_api module before you try opsgenie_webhook module also I would suggest you should always try integration on staging environment first before you try integration on production environment because integration on production environment might result in some major downtime issues if something goes wrong hence always try integration on staging environment first if something goes wrong with integration on staging environment then you can always try integration again on staging environment until your issue gets fixed hence always try integration on staging environment first if something goes wrong with integration on staging environment then you can always try integration again on staging environment until your issue gets fixed otherwise just try integration again on staging environment until your issue gets fixed once your issue get fixed then just move your integration project forward onto production environment after your issue gets fixed then just move your integration project forward onto production environment however I would strongly recommend you should use zoho_crm_api module before you try opsgenie_webhook module because zoho_crm_api module is more stable than opsgenie_webhook module however I would strongly recommend you should use zoho_crm_api module before you try opsgenie_webhook module so I would strongly recommend you should try zoho_crm_api module before you try opsgenie_webhook module because zoho_crm_api module is more stable than opsgenie_webhook module also I would also recommend you should keep checking for updates for either zoho_crm_api module or opsgenie_webhook module whenever there is any update available for either zoho_crm_api module or opsgenie_webhook module because update might fix some major bugs in either zoho_crm_api module or opsgenie_webhook module so make sure you check for updates for either zoho_crm_api module or opsgenie_webhook module whenever there is any update available for either zoho_crm_api module or opsgenie_webhook module also I would also recommend you should keep checking for updates for either zoho_crm_api module or opsgenie_webhook module whenever there is any update available for either zoho_crm_api module or opsgenie_webhook module because update might fix some major bugs in either zoho_crm_api module or opsgenie_webhook module so make sure you check for updates for either zoho_crm_api module or opsgenie_webhook module whenever there is any update available for either zoho_crm_api module or opsgenie_webhook module however I would strongly recommend you should go ahead with zoho_crm_api

The process to integrate Zoho CRM and OpsGenie 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.