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Integrate Zoho CRM with ProfitWell

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

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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 ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

ProfitWell Integrations

Best ways to Integrate Zoho CRM + ProfitWell

  • Zoho CRM Integration ProfitWell Integration

    Zoho CRM + ProfitWell

    Add Customer in ProfitWell when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    ProfitWell Integration Add Customer
  • Zoho CRM Integration ProfitWell Integration

    Zoho CRM + ProfitWell

    Churn Subscription in ProfitWell when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    ProfitWell Integration Churn Subscription
  • Zoho CRM Integration ProfitWell Integration

    Zoho CRM + ProfitWell

    Get Customer Info in ProfitWell when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    ProfitWell Integration Get Customer Info
  • Zoho CRM Integration ProfitWell Integration

    Zoho CRM + ProfitWell

    Upgrade or Downgrade Subscription in ProfitWell when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    ProfitWell Integration Upgrade or Downgrade Subscription
  • Zoho CRM Integration ProfitWell Integration

    Zoho CRM + ProfitWell

    Add Customer in ProfitWell when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Record
     
    Then do this...
    ProfitWell Integration Add Customer
  • Zoho CRM Integration {{item.actionAppName}} Integration

    Zoho CRM + {{item.actionAppName}}

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

It's easy to connect Zoho CRM + ProfitWell 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.

    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.)

  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

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

How Zoho CRM & ProfitWell 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 ProfitWell 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 ProfitWell.

    (2 minutes)

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

Integration of Zoho CRM and ProfitWell

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM. software. It comprises a variety of integrated applications that help companies manage their sales, marketing and customer service performance.

ProfitWell

ProfitWell is a SaaS platform that helps businesses make smarter decisions about their marketing spend. ProfitWell provides analytics to track the performance of each channel and offers a range of other features like channel recommendations, channel benchmarks and more.

Integration of Zoho CRM and ProfitWell

One of the most common challenges faced by businesses is determining how to allocate their resources in an effective manner. Particularly for small or medium businesses, it is difficult to allocate budget for marketing activities. Even after setting aside a budget for marketing activities, there are no reliable metrics available that can guide the company in its decision-making process.

ProfitWell is a SaaS platform that helps businesses make smarter decisions about their marketing spend. ProfitWell provides analytics to track the performance of each channel and offers a range of other features like channel recommendations, channel benchmarks and more. So, it’s a perfect fit for Zoho CRM, which can provide all the data needed to create effective marketing strategies, making it easier for you to plan your marketing activities.

With Zoho CRM and ProfitWell integration, a company can easily track and analyse key metrics like revenue per lead, cost per lead, ROI, conversion rate and other metrics. This will help them make informed decisions regarding their marketing campaigns and help them figure out what channels are performing best for them.

Besides helping with marketing activities, Zoho CRM also helps with sales activities. When combined with ProfitWell, this will make it easier for sales teams to evaluate the effectiveness of their sales team and identify opportunities for improvement.

For example, one company using Zoho CRM and ProfitWell integrated with Google AdWords found that although they were getting leads from Google AdWords, they were not converting those leads into sales. However, when they analysed the data on the ProfitWell dashboard and found that they were paying $57 per click on Facebook ads and only $10 per click on Google AdWords. They decided to shift some of their budget from Google AdWords to Facebook ads, which helped them receive more leads and convert those leads into sales. So, this integration helped the business make better use of their resources and increase sales.

Benefits of Integration of Zoho CRM and ProfitWell

As discussed earlier, the main benefit of integrating Zoho CRM with ProfitWell is that it makes it easier for businesses to make smarter decisions about their marketing activities. Here are some additional benefits of integrating Zoho CRM with ProfitWell:

  • Sales & Marketing Optimization

ProfitWell has all the data needed for helping businesses optimise their sales and marketing activities. For example, one business using ProfitWell found that although they were getting leads from Google AdWords, they were not converting those leads into sales. However, when they analysed the data on the ProfitWell dashboard and found that they were paying $57 per click on Facebook ads and only $10 per click on Google AdWords. They decided to shift some of their budget from Google AdWords to Facebook ads, which helped them receive more leads and convert those leads into sales. So, this integration saved businesses time and money as well as helped them improve their performance.

  • Channel Benchmarking

With Zoho CRM integration, you can easily benchmark your channel performance against competitors’ performance. You can find out how each channel performed against itself over a given period of time as well as how your channel performed against your competitors’ channels over the same period of time. For example, if you’re seeing that you’re getting more leads from Facebook than your competitors are getting from Facebook, it may be wise for you to increase your campaign spend on Facebook advertising rather than other channels where there might not be enough leads or conversions. Channels with better performance indicators like higher conversion rates or lower cost per lead can be prioritised over channels with poor performance indicators. This will help you make better decisions about your marketing activity spending and improve the ROI on your campaigns.

  • Team Performance Analysis

With Zoho CRM integration, you can measure individual team member performance in terms of the number of leads generated and customer relationships built. This will help you identify areas where each team member needs improvement so that you can add training or assign different responsibilities to improve team performance. This will ultimately help you achieve your overall business goals by increasing revenue and profit margins through your marketing channels.

The process to integrate Zoho CRM and ProfitWell 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.