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Zoho CRM + Zoom Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

Zoom Integrations
Zoom Alternatives

Looking for the Zoom Alternatives? Here is the list of top Zoom Alternatives

  • Microsoft Teams Microsoft Teams
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Best ways to Integrate Zoho CRM + Zoom

  • Zoho CRM Zoom

    Zoho CRM + Zoom

    Create Meeting to Zoom from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoom Create Meeting
  • Zoho CRM Zoom

    Zoho CRM + Zoom

    Create Registrant to Zoom from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoom Create Registrant
  • Zoho CRM Zoom

    Zoho CRM + Zoom

    Create Meeting Registrant to Zoom from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoom Create Meeting Registrant
  • Zoho CRM Zoom

    Zoho CRM + Zoom

    Create Meeting Registration Custom Question to Zoom from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoom Create Meeting Registration Custom Question
  • Zoho CRM Zoom

    Zoho CRM + Zoom

    Create Meeting to Zoom from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Zoom Create Meeting
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

It's easy to connect Zoho CRM + Zoom 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.

  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    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.)

  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

How Zoho CRM & Zoom 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 Zoom 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 Zoom.

    (2 minutes)

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

Integration of Zoho CRM and Zoom

“Zoho CRM is an application based on cloud computing that will help you to organize your business in a simple and effective way. It is built with a combination of Java and PHP technpogy that will let you access all your business activities from any device. It is the best choice for both small-scale and large-scale businesses.” (Zoho)

Zoho CRM is software that allows you to manage your contacts, lead management, marketing campaigns, sales, invoices, expenses, projects, etc. Zoho CRM has its own email server that will allow you to send emails to your clients without using third-party email services. All your data is stored on the cloud. In addition, Zoho CRM can be integrated with other Zoho applications (such as Zoho Docs and Zoho Projects.

Another application that Zoho offers is Zoom. This web conference software allows users to conduct meetings online. The software allows for a maximum of 25 participants who can join the meeting on their computers or mobile devices. Zoom is also offered as a mobile app for Android and iOS. In addition, there are no limits to the number of meetings you can have at once. There are two plans; one for individuals and one for businesses.

Integration of Zoho CRM and Zoom

Zoom is not a stand-alone application. You can use it as part of your Zoho CRM campaign. If you decide to integrate Zoho CRM and Zoom, you can use it as a top that will help you communicate with your clients or employees. You can do almost everything via Zoom; this means there is no need for you to create separate accounts for each client or employee; they will be able to simply log into their account and join the meeting from any device. This saves them time because they don’t have to wait for an invitation via email; they can simply sign in and participate in the meeting. Your clients and employees will appreciate the ability to connect with you instantly and from anywhere as long as they have access to internet via their mobile devices or computers. They don’t have to worry about missing important meetings because Zoom offers them an opportunity to attend meetings even if they are traveling and don’t have access to a computer in front of them.

This integration also helps you save money because you don’t have to buy multiple accounts for every product you offer. For example, if you want to offer your clients free cloud storage, you would need an account with Google Drive, Dropbox, Amazon S3, etc. At the same time, if you want to provide mobile apps for your employees, you also need accounts with Apple’s App Store or Google Play Store. With Zoho CRM and Zoom integration, you won’t have to spend money on creating or maintaining different accounts; you simply need one account for all of your products.

Benefits of Integration of Zoho CRM and Zoom

  • Your clients and employees will be able to communicate with you instantly from any device via Zoom video conferencing software.
  • There are no limits on the number of meetings you can have at once (however, please note that some restrictions may apply depending on the plan you choose for your Zoho CRM account.
  • You don’t need additional accounts for all of your products/services (for example, if you want to provide cloud storage for your clients but also want to sell mobile apps for your employees. You simply need one account for all of your needs.

In conclusion, the integration of Zoho CRM and Zoom can benefit both small-scale and large-scale businesses; however, this integration depends on how you want to use it. If you are a small businessman who manages a few clients or a freelancer who doesn’t require many features, then there is no need for this integration. However, if you are a small-scale business that wants to offer cloud storage or mobile apps to its clients/employees or a large-scale company that wants more than one product/service, then this integration makes sense. This integration will save both you and your clients/employees money because it will eliminate the need for additional accounts for each product/service you offer. In addition, the integration will allow your clients/employees to communicate with you instantly from any device without having to worry about missing important meetings because they can join meetings from their mobile devices even when they are traveling and don’t have access to a computer in front of them.

The process to integrate Zoho CRM and Zoom 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.