Integrate Zoho CRM with Tookan
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Tookan
- No code
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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 Tookan
Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.
Tookan IntegrationsBest ways to Integrate Zoho CRM + Tookan
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When this happens...
New Contact
Then do this...
Add Customer
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When this happens...
New Contact
Then do this...
Add Agent
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When this happens...
New Contact
Then do this...
Create a Pickup Task
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When this happens...
New Contact
Then do this...
Create a Delivery Task
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Zoho CRM + Tookan
Create an Appointment Task to Tookan from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create an Appointment Task
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Tookan 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 Task
Trigger when new task created.
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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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Add Agent
Adds a new agent
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Add Customer
Create a new customer.
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Create a Delivery Task
Create a Delivery Task
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Create a Pick and Delivery Task
Create a Pick and Delivery Task.
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Create a Pickup Task
Creates a pick task.
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Create an Appointment Task
Create an Appointment Task
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Create an FOS Workflow Task
Create an FOS Workflow Task.
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How Zoho CRM & Tookan 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 Tookan 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 Tookan.
(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 Tookan
Zoho CRM?
Zoho CRM is a fully integrated customer relationship management software application that allows you to manage your customer interactions from a single interface. It comes with a complete set of applications that help you provide excellent customer service, including Contact Management, Sales, Marketing, Help Desk and Project Management.
Tookan?
Tookan is a cross-channel lead generation platform that helps you generate leads from any channel/platform at scale. Tookan’s spution works great for both B2B and B2C businesses. They can scale up or down as per your needs. You can integrate Tookan with Zoho CRM and create an automated lead nurturing process in just a couple of minutes.
Integration of Zoho CRM and Tookan
Tookan provides APIs to integrate their product with other SaaS applications and in this example we will see how to integrate Tookan and Zoho CRM.
Step 1. Login in Zoho CRM and go to Setup > Integrations > API Manager.
Step 2. Click the “Add API” button.
Step 3. Enter the API Token, API Name and click Save.
Step 4. Now you need to add the API URL (the “Integration Key” field. and click “Authorize API” option.
Step 5. Now you can configure the API to integrate Tookan with Zoho CRM. We will use the Lead Creation API to integrate Zoho CRM and Tookan. You can find more about these APIs here. https://help.tookan.com/pages/api-docs/. Go to API Reference -> GET /v1/leads/create endpoint.
Step 6. Add the API Key field to the integration settings. If you are using API key, you have to provide an API key for every activity you want to perform on the API. You can get an API key by signing up on Tookan’s website.
Step 7. Add the API Secret field to the integration settings. If you are using API Secret, you have to provide an API secret for every activity you want to perform on the API. You can get an API secret by signing up on Tookan’s website.
Step 8. Choose the Activity Type as “Create Lead” and click “Add Action” button. It will open a new window where you have to configure the fplowing fields. Action Name, Action Description, Action Result, Action Type, Action-specific Parameters, Action-specific Entity ID, Action-specific Entity Name, Action-specific Entity Notes, Action-specific Entity Format.
The process to integrate Zoho CRM and Tookan 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.
