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Integrating Zoho People with Zoho CRM by AI Agents and Assistants

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

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Integrations for Zoho People
About Zoho People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

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.

Integrations for Zoho CRM
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Connect Zoho People + Zoho CRM in easier way

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

  • Triggers
  • New Record

    Triggers every time a record is added in a specific form.

  • New Contact

    Triggers when a new contact is added.

  • New or Updated Module Entry

    Triggers instantaneously when an entry is created or modified 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.)

How Zoho People & Zoho CRM Integrations Work

  1. Step 1: Choose Zoho People as a trigger app and authenticate it on Appy Pie Automate.

    (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 People to Zoho CRM.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 5:04 pm
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