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Zoho Mail + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

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.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Zoho Mail + Zoho CRM

  • Zoho Mail Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    Close
    When this happens...
    Zoho Mail New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho Mail Zoho CRM

    Zoho Mail + Zoho CRM

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

    Zoho Mail + Zoho CRM

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

    Zoho Mail + Zoho CRM

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

    Zoho Mail + Zoho CRM

    Create/Update Lead to Zoho CRM from New Email Matching Search in Zoho Mail Read More...
    Close
    When this happens...
    Zoho Mail New Email Matching Search
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho Mail {{item.actionAppName}}

    Zoho Mail + {{item.actionAppName}}

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

It's easy to connect Zoho Mail + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

  • 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
  • Send Email

    Draft and send a new email message.

  • 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.)

How Zoho Mail & Zoho CRM Integrations Work

  1. Step 1: Choose Zoho Mail 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 Mail to Zoho CRM.

    (2 minutes)

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

Integration of Zoho Mail and Zoho CRM

Zoho Mail

Zoho Mail is the premier email service that people can use to send secure emails to one another.

Zoho CRM

Zoho CRM, which stands for Customer Relationship Management, is a software top that helps companies manage their customers. It does so by helping them track the customers' history, create customer lists, record customer feedback, and so on. The software also helps people organize their sales teams.

Integration of Zoho Mail and Zoho CRM

The integration of Zoho Mail and Zoho CRM has multiple benefits. First, it allows users to connect with their contacts using just one address. For example, if a user has an account with both Zoho Mail and Zoho CRM, he can send an email to someone who is listed in his contact list in Zoho CRM without having to type any additional information. He can simply type the name of the contact or vendor in the To field and the rest will be taken care of automatically. Second, integration of Zoho Mail and Zoho CRM lets users view all their contacts in one place. If they type a name of a contact in the To field, all contacts and vendors with that name will show up. This feature makes it easier for users to select the right contact without having to search for him or her separately in different places. Third, integration of Zoho Mail and Zoho CRM makes it easy for people to communicate with their vendors. Users do not have to go through multiple steps to reach out to vendors because all vendors are already listed under the same contact. Fourth, integration of Zoho Mail and Zoho CRM allows users to access important content from one location. For example, if a user wants to access a file she has stored in her email account, she can simply click on the file and download it. The same applies to files and notes stored in the CRM system; users can access them easily from their email accounts. Fifth, integration of Zoho Mail and Zoho CRM offers convenience. If a user needs information from both her email account and her CRM account, she can quickly access both of them at once without having to switch back and forth between the two. Sixth, integration of Zoho Mail and Zoho CRM saves time. When a user uses both Zoho Mail and Zoho CRM, he does not have to type URLs or login information every time he wants to access information from one or the other. That saves him a lot of time.

Benefits of Integration of Zoho Mail and Zoho CRM

The process to integrate Zoho Mail 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.