Zoho CRM + PDF4me Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and PDF4me
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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 PDF4me
PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.
PDF4me IntegrationsLooking for the PDF4me Alternatives? Here is the list of top PDF4me Alternatives
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PDFfiller
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PDFMonkey
Best ways to Integrate Zoho CRM + PDF4me
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When this happens...
New Contact
Then do this...
Rotate
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When this happens...
New Contact
Then do this...
ConvertToPdf
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When this happens...
New Contact
Then do this...
Protect
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When this happens...
New Contact
Then do this...
Stamp
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When this happens...
New Contact
Then do this...
PdfA
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + PDF4me without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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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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ConvertOcrPdf
OCR used for recognizing text in scanned documents.
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ConvertPdfToExcel
Convert Pdf to excel file
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ConvertPdfToWord
Convert PDF file to Ms Word document.
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ConvertToPdf
Convert any office documents, images to PDF.
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Extract
Extract lets you extract pages from a Pdf document.
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Optimize
Optimize will enable customized compression & optimization of PDF files.
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PdfA
Converts a Pdf to PDF/A compliant Pdf
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Protect
Protect sets password or removes password from a document.
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Rotate
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
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Split
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
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SplitByBarcode
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
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Stamp
Creates textual or image stamps on PDF documents
How Zoho CRM & PDF4me Integrations Work
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Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick PDF4me as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho CRM to PDF4me.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho CRM and PDF4me
Zoho CRM is a cloud-based customer relationship management (CRM. software spution that helps organizations to improve and simplify their business operations and interactions with customers and prospects (Zoho.com, 2015. PDF4me is an online service that allows users to convert files into PDF format (PDF4me.com, 2015. Zoho CRM and PDF4me can be integrated in order to share information between these two tops for better customer support such as sharing the links of PDFs created by PDF4me directly into the Zoho CRM interface.
Zoho CRM is a cloud-based customer relationship management (CRM. software spution that helps organizations to improve and simplify their business operations and interactions with customers and prospects. The platform can be used by a business for a wide range of purposes such as to manage sales leads, contacts, opportunities, accounts, marketing campaigns, projects, tasks, websites, blogs, case management, etc. Zoho CRM integrates with over 35 other business applications including Salesforce.com, HubSpot, MailChimp, Google Analytics, Quickbooks Online, Google Drive, Google Apps, Zendesk, Twitter, LinkedIn, Facebook, Evernote, Google Calendar, etc. It comes with a set of pre-defined dashboards and reports which help in visualizing the critical data in a comprehensive manner for better decision making.
PDF4me is an online service that allows users to convert files into PDF format from any device at any time. The system converts files from more than 70 file types including MS Office doc/docx/ppt/pptx/xls/xlsx/pps/ppsx/odt/ods/odp/rtf/txt/html/htm/txt/pdf/pptx/png/gif into PDF. It creates PDF files in accordance with the user’s settings such as the page orientation (portrait or landscape), page size (A3 to A0), header and footer options, conversion speed, output quality settings (fast, normal or high), etc. Users can share their PDFs via email or social media or download them on their computer. They can also print their files using any printer. Users can create multiple accounts with different credentials depending on their requirements.
Zoho CRM and PDF4me can be integrated in order to share information between these two tops for better customer support such as sharing the links of PDFs created by PDF4me directly into the Zoho CRM interface. This integration would allow users to keep track of all the cases related to their PDFs without even opening any of these PDFs. It would also help them to easily pass on the relevant information to their clients via direct email or social media whenever required without opening up any documents. This would save them valuable time and make them more efficient in serving their clients.
The process to integrate Zoho CRM and PDF4me 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.
