Zoho CRM + SharpSpring Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and SharpSpring
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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 SharpSpring
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
SharpSpring IntegrationsBest ways to Integrate Zoho CRM + SharpSpring
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Zoho CRM + SharpSpring
Create Campaign to SharpSpring from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create Campaign
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When this happens...
New Contact
Then do this...
Create Lead
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Zoho CRM + SharpSpring
Create Account to SharpSpring from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create Account
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Zoho CRM + SharpSpring
Create Opportunity to SharpSpring from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create Opportunity
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Zoho CRM + SharpSpring
Update Opportunity in SharpSpring when New Contact is created in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Update Opportunity
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + SharpSpring 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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New Account
A new Account is created in SharpSpring.
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New Lead
When a lead has been created in sharpspring.
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New Opportunity
A new Opportunity is created in SharpSpring.
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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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Create Account
Create an Account in SharpSpring.
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Create Campaign
Create a new Campaign in SharpSpring.
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Create Lead
Create a Lead in SharpSpring.
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Create Opportunity
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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Update Lead
Update a Lead in SharpSpring.
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Update Opportunity
Update a opportunity
How Zoho CRM & SharpSpring 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 SharpSpring 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 SharpSpring.
(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 SharpSpring
Zoho CRM
Zoho CRM (Customer Relationship Management. is a SaaS based CRM that helps companies to manage their sales and customer interactions. It has the fplowing features:
Sales and marketing automation
Contact management
Finance management
Business analytics
Social media marketing
Web-based portal
Mobile application for Android and iOS
Customer service ticketing system
Marketing automation for social media and email marketing
SharpSpring
SharpSpring is a Pardot based email marketing platform that helps companies to automate their sales and marketing processes. It has the fplowing features:
Automate lead generation and nurture campaigns with the help of customized forms, landing pages, and automated emails.
Store leads in a single place, organize them in lists, and easily find information about each contact.
Connect with other SaaS services like HubSpot, Marketo, Infusionsoft, and Salesforce.com.
Create custom templates and reuse them across different campaigns.
Track engagement rates and optimize your campaigns.
Integration of Zoho CRM and SharpSpring
Integration of Zoho CRM with SharpSpring allows companies to store leads from different sources in one place. It also allows them to create professional email campaigns for leads stored in SharpSpring with the help of the drag and drop building top, without having to write a single line of code. This integration allows users to track the performance of their campaigns on a real-time basis. The users can further customize the automated emails created from SharpSpring by using the same drag and drop top. This integration also allows users to import leads from Zoho CRM into SharpSpring and vice versa. The advantage of this integration is that all the data will be stored in one place which will make it easy to share information with other team members. The data can be used to create reports; and these reports can be used by all team members to make better business decisions. This integration also allows users to schedule meetings with contacts that are stored in SharpSpring without having to leave the platform. For example, if you want to set up a meeting with a particular contact that is currently stored in SharpSpring, you can do so by using the integrated calendar. You can schedule a meeting with multiple contacts by using the integrated email top as well.
Benefits of Integration of Zoho CRM and SharpSpring
The process to integrate Zoho CRM and SharpSpring 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.
