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Integrate Zoho CRM with pipelinedeals

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

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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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Zoho CRM + pipelinedeals

  • Zoho CRM Integration pipelinedeals Integration

    Zoho CRM + pipelinedeals

    Create Company to pipeline deals from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    pipelinedeals Integration Create Company
  • Zoho CRM Integration pipelinedeals Integration

    Zoho CRM + pipelinedeals

    Create Task to pipeline deals from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    pipelinedeals Integration Create Task
  • Zoho CRM Integration pipelinedeals Integration

    Zoho CRM + pipelinedeals

    Update Company in pipeline deals when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    pipelinedeals Integration Update Company
  • Zoho CRM Integration pipelinedeals Integration

    Zoho CRM + pipelinedeals

    Create Person to pipeline deals from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    pipelinedeals Integration Create Person
  • Zoho CRM Integration pipelinedeals Integration

    Zoho CRM + pipelinedeals

    Create Deal to pipeline deals from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    pipelinedeals Integration Create Deal
  • Zoho CRM Integration {{item.actionAppName}} Integration

    Zoho CRM + {{item.actionAppName}}

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    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho CRM + pipelinedeals in easier way

It's easy to connect Zoho CRM + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

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

How Zoho CRM & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Zoho CRM and pipelinedeals

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM. software, developed by Zoho Corporation. It helps to manage sales and marketing activities. It helps to connect with customers, leads and contacts. It also enables to send email marketing campaigns and track the performance.

pipelinedeals

Pipelinedeals is a brand new technpogy used for lead generation. It helps to convert leads into sales and make prospects more engaged. It also provides many tops that are required for lead generation. It provides emails and SMS campaigns, landing pages, surveys and other features.

  • Integration of Zoho CRM and pipedeals
  • Zoho CRM can be integrated with pipelinedeals to convert leads into sales. Pipelinedeals creates an email campaign using the information available in the CRM. Then the email campaign is sent to the prospects through the email. This will make them more engaged. The prospects get more information about the company after receiving the email campaign. This will increase the probability of converting their leads into sales.

    Benefits of Integration of Zoho CRM and pipelinedeals

    The benefits of integration of Zoho CRM and pipelinedeals are as fplows:

    • Sales conversion rate is increased:

    Leads can be converted into sales easily when the information available in the CRM is used for creating emails. Email campaigns are sent to the prospects using the information available in the CRM. The chances of converting their leads into sales are increased because they get more information about the company after receiving the email campaign. This will increase the conversion rate of leads into sales.

    • Marketing campaigns are automated:

    Marketing campaigns can be run automatically when Zoho CRM is integrated with pipelinedeals. When the information available in the CRM is used for email campaigns, it becomes easy to automate the campaigns. When all the preparation work is done, emails can be sent automatically to all contacts or just a selected group of contacts from the CRM list. Emails can also be sent automatically to specific groups based on their demographic profiles or buying patterns. This automation makes the marketing campaigns easy and less time consuming. Only small amount of work needs to be done manually after preparing all the data for emails. After that, emails can be sent automatically to all contacts or selected group of contacts from the CRM list. This saves time and effort required for creating marketing campaigns manually each time.

    • Customer engagement level is increased:

    Customer engagement levels are increased when Zoho CRM is integrated with pipelinedeals. Emails contain valuable information about the company based on their interests and demographics profile as shown by Zoho CRM. This valuable information increases the interest of customers towards the company and improves their engagement level with the company products and services. This makes them ready to buy products or services from the company once they are convinced enough by their products or services. Thus integration of Zoho CRM with pipelinedeals increases customer engagement level with the company. This way, it ensures greater business opportunities for launching new products or services as well as increases sales conversion rates from leads into sales.

    In conclusion, it can be said that Zoho CRM can be integrated with pipelinedeals for better results in terms of sales conversion rates and better engagement levels between customers and company’s products and services. Customers need to get more information about a company before buying their products or services from their competitors. They need to be convinced first by reading product reviews, blog posts, social media profiles etc., this way they decide whether they should buy or not from that particular company’s products or services. Thus integration of Zoho CRM with pipelinedeals helps in creating automated marketing campaigns that provide valuable information about a company to its customers based on their interests and demographics profile as shown by Zoho CRM, this way it increases customer engagement level and increases sales conversion rates from leads into sales for companies who use Zoho CRM integrated with pipelinedeals for getting higher business opportunities for launching new products or services as well as increasing sales conversion rates from leads into sales

    The process to integrate Zoho CRM and pipelinedeals 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.