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Integrate Zoho CRM with Zoho CRM

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

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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.

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Best ways to Integrate Zoho CRM + Zoho CRM

  • Zoho CRM Integration Zoho CRM Integration

    Zoho CRM + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Zoho CRM Integration Zoho CRM Integration

    Zoho CRM + Zoho CRM

    Create/Update Contact to Zoho CRM from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Zoho CRM Integration Zoho CRM Integration

    Zoho CRM + Zoho CRM

    Create Module Entry to Zoho CRM from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Zoho CRM Integration Zoho CRM Integration

    Zoho CRM + Zoho CRM

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

    Zoho CRM + Zoho CRM

    Create/Update Lead to Zoho CRM from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Record
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • 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 + Zoho CRM in easier way

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

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

How Zoho CRM & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Zoho CRM and Zoho CRM

Zoho CRM

Zoho CRM is an online, web-based Customer Relationship Management software that assists with sales and marketing. It is a bundle of various tops that helps firms manage customer support and sales activities. This system also offers features such as e-commerce billing and inventory management for companies engaged in business-to-business transactions. Zoho CRM has been designed to work with all types of mobile phones and can be accessed from anywhere at any time. It offers easy set-up and installation with no need to install software on the computer. It also integrates with popular accounting and productivity tops such as MS Office and Outlook (Tait.

Zoho CRM

It is a web-based customer relationship management spution that is used by small and medium businesses to manage their customer data and online sales. It also provides features such as e-Commerce billing, inventory management, customer service management and sales automation (Tait.

Integration of Zoho CRM and Zoho CRM

Integration is the process of combining different software programs or application programs with one another so that they can function together seamlessly. Integration of Zoho CRM and Zoho CRM allows users to have access to both systems via a single login. The integration feature enables users to access both applications without having to log out of one system before logging into another system. Users can place orders, view inventory levels, provide quotes, take orders, discuss the order details, view past history, communicate with customers, keep track of inventory, etc. via Zoho CRM. The integration feature allows user to do the same things without leaving the Zoho CRM portal.

Benefits of Integration of Zoho CRM and Zoho CRM

Integration of Zoho CRM and Zoho CRM allows users to have access to both systems via a single login. Users can place orders, view inventory levels, provide quotes, take orders, discuss the order details, view past history, communicate with customers, keep track of inventory, etc. via Zoho CRM. Integration of Zoho CRM and Zoho CRM allows users to do the same things without leaving the Zoho CRM portal. With integration of Zoho CRM and Zoho CRM, users are able to view customer information from multiple systems in a single location. If there are any changes made in the Zoho CRM system, they will be reflected in the Zoho CRM system straightaway. Users can also integrate data using the API (Application Programming Interface. feature available in Zoho CRM.

According to Tait (2018), “Zoho CRM is well known for its range of features that are useful not just for sales but also for marketing”. Zoho CRM offers excellent features that means it has very good potential for every business. From the above discussion it is evident that integration of Zoho CRM and Zoho CRM can prove to be highly beneficial for businesses across all sectors.

The process to integrate Zoho CRM and Zoho CRM 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.