Integrate Zoho CRM with uProc

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

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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 uProc

uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.

Want to explore Zoho CRM + uProc quick connects for faster integration? Here’s our list of the best Zoho CRM + uProc quick connects.

Explore quick connects
Connect Zoho CRM + uProc in easier way

It's easy to connect Zoho CRM + uProc 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.)

  • Select Tool

    Select a tool to perform verification or enrichment

How Zoho CRM & uProc 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 uProc 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 uProc.

    (2 minutes)

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

Integration of Zoho CRM and uProc

Zoho CRM?

Zoho CRM, also referred to as Zoho SalesIQ, is one of the most widely used customer relationship management software in the world today. It helps organizations with their sales and marketing efforts by providing them with a centralized platform to manage all their interactions with their customers.

The software provides businesses with a way to organize their customer data, automate their sales processes, and track the results of each of their marketing campaigns. The system can be used to manage leads, track contacts, build reports, and generate invoice automatically.

uProc?

uProc is an all-in-one CRM software which has been designed for managing the sales and marketing activities of small and medium sized businesses. It helps small businesses to manage their sales and marketing workflow more efficiently.

uProc is designed in such a way that it integrates seamlessly with Zoho CRM and other business applications like WordPress, Shopify, MailChimp, Google Analytics, Facebook, Google Adwords, PayPal, ClickBank, Amazon etc.

Integration of Zoho CRM and uProc

Using the uProc plugin for Zoho CRM, users can now connect their Zoho CRM account with uProc account without having to leave the Zoho CRM interface. This integration facilitates seamless transfer of customer information from one platform to another.

Further more, the uProc plugin allows users to create new client records within Zoho CRM right from uProc. They can also update existing client records by logging into uProc using their Zoho CRM credentials.

Users can view all the client data they have saved in uProc from within Zoho CRM. This includes client details, activities history, cases and tasks, opportunities and quotes created by them. They will also be able to view their calendar booked for meetings, appointments or phone call with clients. They can create tasks and fplow up on them directly from inside Zoho CRM.

Benefits of Integration of Zoho CRM and uProc

Integrating Zoho CRM with uProc allows users to perform various tasks in one place instead of moving back and forth between different applications. For example, when a user creates a new lead within uProc they can also schedule a meeting with that lead using Zoho CRM’s calendar module. Similarly, they can also create a task related to that lead in Zoho CRM from the same screen. This integration saves users time because they don’t need to switch between different applications while performing various tasks.

Integration of Zoho CRM and uProc also allows users to share data easily. For example, when a user adds a new lead in uProc he/she can directly share this lead with his/her team members using Zoho CRM’s sharing feature. Since this sharing is done within an integrated application there is no need to find and copy the URL of the shared record from one application to another manually. Simply share the record with your team members and they can access that record directly from the same screen. This also eliminates the chances of accidental sharing of private records with unauthorized users.

The process to integrate Zoho CRM and uProc 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm