Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
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
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It's easy to connect pipelinedeals + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Pipelinedeals is a CRM software which focuses on small-medium business (SMB. customers. It is a cloud based and it offers easy to use features for any kind of business. Zoho CRM helps in managing sales, marketing, customer support and accounting activities. It is an online CRM software. Integration of these two applications can help companies in better management of their customers.
Pipelinedeals and Zoho CRM will be integrated through APIs. The integration can provide the fplowing benefits to the companies:
Integration can help in managing customer information.
Companies can have access to real-time information of their customers.
Customer service can be improved as companies can respond quickly based on the customer’s profile.
Zoho CRM helps in managing sales, marketing, customer support and accounting activities. Pipelinedeals can help in integrating sales and customer support functionalities.
The integration will be achieved by using APIs provided by Zoho CRM and Pipelinedeals respectively. The fplowing are the APIs used for integration:
HTTP Post API. to submit data from Pipelinedeals to Zoho CRM. HTTP Get API. to fetch data from Zoho CRM to Pipelinedeals.
Integration of Pipelinedeals and Zoho CRM will provide the fplowing benefits:
Companies will be able to manage their customer information properly. They can understand their customer’s tastes, preferences and value their feedback. Companies will be able to identify and maintain a strong relationship with the customers. Companies will be able to reduce their workload as they will have access to the real-time information of the customers. By providing better customer service, companies can retain their customers. Companies will be able to provide better services to their customers, relying on the automated processes of both Pipelinedeals and Zoho CRM. The integration will help in proper management of sales and customers’ support activities.
The process to integrate pipelinedeals 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.