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Zoho CRM + PDFMonkey Integrations

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

  • 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 PDFMonkey

PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.

PDFMonkey Integrations

Best ways to Integrate Zoho CRM + PDFMonkey

  • Zoho CRM PDFMonkey

    Zoho CRM + PDFMonkey

    Find Document in PDFMonkey when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    PDFMonkey Find Document
  • Zoho CRM PDFMonkey

    Zoho CRM + PDFMonkey

    Generate Document in PDFMonkey when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    PDFMonkey Generate Document
  • Zoho CRM PDFMonkey

    Zoho CRM + PDFMonkey

    Find Document in PDFMonkey when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    PDFMonkey Find Document
  • Zoho CRM PDFMonkey

    Zoho CRM + PDFMonkey

    Generate Document in PDFMonkey when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    PDFMonkey Generate Document
  • Zoho CRM PDFMonkey

    Zoho CRM + PDFMonkey

    Find Document in PDFMonkey when New or Updated Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    PDFMonkey Find Document
  • 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 + PDFMonkey in easier way

It's easy to connect Zoho CRM + PDFMonkey 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.

  • Document Generated

    Triggers when a document's generation is complete and successful.

    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.)

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Zoho CRM & PDFMonkey 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 PDFMonkey 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 PDFMonkey.

    (2 minutes)

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

Integration of Zoho CRM and PDFMonkey

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

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:

  • Log into the Zoho CRM account and go to Settings tab.
  • Click on Apps in the left pane.
  • Click on Add New App in the right pane.
  • Select PDFMonkey from the list of applications in the next screen.
  • Enter your API Key and click on Save. Your API Key can be found in your PDFMonkey account.
  • Click on Create Application Permissions button in the next page.
  • Click on Allow in the next page in order to give PDFMonkey access to your Zoho CRM data. This will allow you to convert your documents in your Zoho CRM account into PDFs seamlessly. You can also choose where you want to store your documents by clicking on the corresponding boxes.
  • Click Save in the next page. Your integration of Zoho CRM and PDFMonkey is now complete!

Benefits of Integration of Zoho CRM and PDFMonkey

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.