Revolut Zoho CRM Integration using AI Agents
Appy Pie Automate allows you to Integrate Revolut and Zoho CRM using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.
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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Easily set up Revolut Zoho CRM Integration without coding. Start automating your workflows and Integrate Revolut with Zoho CRM today.
- Triggers
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New TransactionTriggers when you exchange, send or receive money.
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New ContactTriggers when a new contact is added.
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New or Updated Module Entry
Triggers instantaneously when an entry is created or modified in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
- Actions
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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.)
How Revolut and Zoho CRM Integrations Work
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Step 1: Choose Revolut as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho CRM 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 Revolut to Zoho CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.