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Notion + Zoho CRM Integrations

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

About Notion

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

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

Connect the apps you use everyday and find your productivity super-powers.

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Best Notion and Zoho CRM Integrations

  • Notion GitHub

    Notion + GitHub

    Create new issues in GitHub from new items in Notion databases Read More...
    When this happens...
    Notion New Database Item
     
    Then do this...
    GitHub Create Issue
    You'll never have to leave Notion to keep your coding workflows up to date! Once this integration is enabled, any new item you add to a chosen database in Notion will immediately generate a new issue in GitHub. This lets your team stay on top of its projects without ever having to leave Notion, making it easier to organize your projects, stay up-to-date on what's important, and know how to get more done.
    How Does This Integration Works
    • A new item is created in Notion
    • Appy Pie Connect creates a new issue in GitHub.
    What You Need
    • Notion account
    • GitHub account
  • Notion Slack

    Notion + Slack

    Send Slack messages when new Notion database objects are available Read More...
    When this happens...
    Notion New Database Item
     
    Then do this...
    Slack Send Channel Message
    Maintain constant communication with your team regarding project updates without having to wait for manual messaging. Simply turn on this connection to send a custom message to a designated Slack channel whenever an item is added to your Notion database. This is a real-time integration between Notion and Slack, allowing you to manage projects from one central location--and keep everyone on the same page.
    How It Works
    • A new item is created in Notion
    • Appy Pie Connect sends a message to a specific Slack channel.
    What You Need
    • Notion account
    • Slack account
  • Notion Google Sheets

    Notion + Google Sheets

    Create Google Sheets rows for new Notion database entries Read More...
    When this happens...
    Notion New Database Item
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    With this integration, you can easily organize your critical data. This Connect Flow sends each item updated to a Notion database to a new row in a specified Google Sheets spreadsheet once it's set up. Without having to manually juggle crucial data between systems, you can manage your KPIs and other details.
    How This Integration Works
    • A new item is created in Notion
    • Appy Pie Connect creates a new row on Google Sheets.
    What You Need
    • Notion account
    • Google Sheets account
  • Notion Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Notion New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Notion MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Notion New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Notion MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Notion {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Notion + Zoho CRM in easier way

It's easy to connect Notion + 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
  • Create Database Item

    Creates an item in a database.

  • Update Database Item

    Updates a database item.

  • 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 Notion & Zoho CRM Integrations Work

  1. Step 1: Choose Notion as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Notion with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Notion and Zoho CRM

I would like to talk about the benefits of using Notion and Zoho CRM. Notion is a simple but powerful task manager which creates a clear picture of your work. It has a clean and intuitive interface along with a set of features that make it stand out. With Notion, you can easily focus on the work you want to do.

Zoho CRM is also an excellent software which helps you to manage all your customer related work. This software enables you to keep track of all the tasks related to your customers. You can use this software for personal or business purposes. It is easy to manage, and it has plenty of useful features.

Let’s discuss the integration of Notion and Zoho CRM. Integration refers to the development of an additional feature which allows two or more products to work together. This type of integration can be done through various ways. One way is by using APIs. APIs are the building blocks of any product, and they allow two different products to communicate with each other. The second way is by using plugins. A plugin is a piece of software which adds extra functionality to an existing product.

The integration of Notion and Zoho CRM provides these three main benefits:

Time Saving

Notion is good at managing tasks, but it doesn’t have the ability to take care of customer relationship management. So, if you want to use both these products together, then you will need to create duplicate entries into each one of them for each customer. This can be time consuming. The integration of Notion and Zoho CRM makes this unnecessary. Through this integration, you can quickly send tasks from Notion to Zoho CRM so that it can be assigned to a sales representative. This means that sales representatives will be able to see all their tasks in one place. This will minimize the time it takes to review the current status of each customer.

More Efficient Task Management

Integration improves the efficiency of task management because you don’t have to switch between multiple applications while working on a project. If you are using Zoho CRM, then the integration with Notion will allow you to create tasks directly from emails or calendars. You can also use Notion Calendar to create events in Zoho CRM calendar, or vice versa. This technpogy will significantly improve your work experience because you won’t have to waste time moving back and forth between applications while doing your job.

The integration of Notion and Zoho CRM also allows you to filter tasks by date, priority, category, or assignee, which increases the efficiency of task management even more. You can also create custom views in Notion using several filters, which allows you to refine your search results. Custom views can help you save time because you don’t have to scrpl through hundreds of tasks when looking for a particular one. With custom views, you can quickly find what you are looking for. This feature makes it easier for you to organize large amounts of data without losing time in finding it again.

Better Customer Relationship Management

Zoho CRM is created specifically for managing customer relationships, but Notion doesn’t have any features that allow users to cplaborate effectively with others or provide a centralized place for storing critical information related to customers. The integration of Notion and Zoho CRM will help in better customer relationship management because it will allow users in different teams to share information in one place instead of multiple places, which is very common in most organizations nowadays. Since both these products are integrated, they will work together efficiently so that everything related to customers runs smoothly.

In this article, I have discussed the benefits of integrating Notion and Zoho CRM. Integration is a powerful top that everyone should consider using because it can improve productivity by reducing the amount of time spent on redundant tasks and cutting out the need for multiple applications. If you want a simple but powerful task manager that can be integrated with other software, then you should definitely check out Notion!

The process to integrate Notion 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.