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.
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.PDFMonkey Integrations
Zoho CRM + PDFMonkeyFind Document in PDFMonkey when New Contact is created in Zoho CRM Read More...
Zoho CRM + PDFMonkeyGenerate Document in PDFMonkey when New Contact is created in Zoho CRM Read More...
Zoho CRM + PDFMonkeyFind Document in PDFMonkey when New Record is created in Zoho CRM Read More...
Zoho CRM + PDFMonkeyGenerate Document in PDFMonkey when New Record is created in Zoho CRM Read More...
Zoho CRM + PDFMonkeyFind Document in PDFMonkey when New or Updated Contact is created in Zoho CRM Read More...
It's easy to connect Zoho CRM + PDFMonkey without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Triggers when a document's generation is complete and successful.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Find a document in PDFMonkey.
Generate a new document
Zoho CRM is a customer relationship management software that is essentially used for managing the team of sales, marketing and support staff. PDFMonkey converts PDF files into other file formats such as Word, PowerPoint, Excel, text files and many others. PDFMonkey can also create a new PDF from a variety of file formats.
Zoho CRM and PDFMonkey are both available on the cloud, which makes it easy to work with them anywhere. Being able to use cloud based software means that they are accessible anytime, anywhere.
Integration of Zoho CRM and PDFMonkey is simple. All you need is to copy the URL of the file that you want converted into a new PDF in order to get the job done. A system administrator who has access to the Zoho CRM can easily integrate it with PDFMonkey by fplowing these steps:
With all this being said, there are several benefits that come with using both services together. It is easier for businesses to manage their customers because they have easy access to their information through one of the most popular customer relationship management tops available today – Zoho CRM. Using both services together also allows companies to save time by converting files on demand without having to use third party tops or having to send documents manually to people who make use of PDFMonkey on a regular basis. Not only are these services really practical, but they are also flexible enough to accommodate almost any business’ needs.
The process to integrate Zoho CRM and PDFMonkey 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.