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WordPress + Zoho CRM Integrations

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

About WordPress

WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.

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
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Best WordPress and Zoho CRM Integrations

  • WordPress DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    WordPress New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • WordPress Microsoft Teams

    WordPress + Microsoft Teams

    Send messages to a channel in MS Teams for WordPress Posts Read More...
    When this happens...
    WordPress New Post
     
    Then do this...
    Microsoft Teams Send Channel Messages
    The best way to keep your team in the loop is to bring all the updates where they spend the most of their time. Use this automation to share your WordPress posts with your team. After you set it up, whenever a post is published on WordPress, Appy Pie Connect will automatically send a message in your chosen MS Teams channel. This way, your team can track all your new WordPress posts in near real-time with no extra effort on your part.
    How this MS Teams - WordPress integration works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends a message to a MS Teams Channel
    What is needed for this integration
    • A WordPress account
    • A Microsoft Teams account
  • WordPress WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    WordPress Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • WordPress WordPress

    Smartsheet + WordPress

    Create WordPress posts from new Smartsheet rows Read More...
    When this happens...
    WordPress New Row
     
    Then do this...
    WordPress Create Post
    Moving a piece of content from an idea to a live post on your site requires a lot of manual work. Use this Google Sheets - WordPress integration to cut down the manual steps. After setting this integration up, whenever a new row is added to a Google Sheets spreadsheet, Appy Pie Connect will automatically create a new post on WordPress, making your new content go live quickly. This integration will also improve your productivity by cutting down all the manual tasks involved in the process.
    How this Integration works
    • A new row is added to a Google Sheets spreadsheet
    • Appy Pie Connect automatically creates a new WordPress post
    What is needed for this integration
    • A Google account
    • A WordPress account
  • WordPress WordPress

    Gmail + WordPress

    Add a post in your WordPress site from a new Gmail email [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    WordPress New Email
     
    Then do this...
    WordPress Create Post

    To add new content on your WordPress site, you have to spend a lot of time and effort. Now you can automate this task by using this Gmail-WordPress integration from Appy Pie Connect. Once you set up this integration, Appy Pie Connect will automatically add a post to your WordPress site as soon as a new email is received on Gmail. This will help you avoid manual errors and ensures consistency and integrity.

    How this integration works
    • An email is received in your Gmail inbox
    • Appy Pie Connect automatically adds a new post to your WordPress site
    What You Need
    • A Gmail account
    • A Wordpress account
  • WordPress WordPress

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

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

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

    Triggers
  • New Comment

    Triggered when you add a new comment.

  • New Form Submission

    Triggers when form submission is submitted.

  • New Post

    Triggered when you add a new post.

  • New User

    Triggered when a new user is added.

  • 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 Post

    Create a new post, including the status allowing the creation of drafts.

  • Create User

    Create user including the status allowing the creation of drafts

  • Delete Custom Post Type

    Deletes a existing custom post type.

  • Delete User

    Deletes an existing user.

  • 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 WordPress & Zoho CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate WordPress 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 WordPress and Zoho CRM

WordPress?

WordPress is free and open source software for bloggers. It is the most popular platform for blogs and websites. WordPress is a web application that can be downloaded from WordPress.org. WordPress is installed on WordPress.com, which provides free blogging services to registered users. WordPress runs on Linux, Apache, MySQL, PHP, and the domain name is owned by an individual or company who then sub-licenses it to end users.

WordPress is a Content Management System (CMS), a top used for managing a website. It offers many features including a template system, RSS feeds, custom error messages, and pluggable modules.

WordPress is written in PHP. All data is stored in MySQL databases and the PHP code allows the dynamic content on each page to be retrieved from the database. WordPress is distributed under the GPLv2 open source license and it can be downloaded at no cost from the official website WordPress.org.

WordPress has been ranked as the most popular blogging system in recent years. As of May 2016, over 60 million websites are using the WordPress CMS. A wide variety of companies and organizations use WordPress for their internal communication or external marketing campaigns because of its flexibility and open source nature.

Zoho CRM?

Zoho CRM is a customer relationship management (CRM. software developed by Zoho Corporation. The system helps companies manage their sales leads, business contacts, and customer support teams.

Zoho CRM allows users to create custom forms to streamline the cplection of data from customers. Zoho CRM’s mobile app allows for easy access to CRM data on Android and iOS smart devices. Zoho CRM includes social media integration with Facebook, Twitter, Google Plus, LinkedIn, YouTube, and Instagram to help businesses connect with customers online.

Benefits of Integration of WordPress and Zoho CRM

By integrating WordPress and Zoho CRM, we are able to create more attractive and functional websites and blogs for our clients who need more than just blogs. In this case study, we will discuss how we integrated WordPress with Zoho CRM to create a more powerful website for our client in order to increase their sales without increasing their budget.

Integration of WordPress and Zoho CRM

We integrated WordPress with Zoho CRM by creating different pages on WordPress for various departments and campaigns. This way, we will be able to add different menu items to these pages so that they will be easier for the customers to navigate around the website and find what they are looking for. As we know that every department has different needs so we have created separate pages for each department in order to allow the customers to visit those pages directly when they want to find out more information about the relevant department or campaign without having to search through all the other pages on the website in order to find them.

For example, we have created a separate page for each department such as sales, marketing, pay per click (PPC), etc. Each of these pages contains links that lead to other pages that are relevant to that department such as leads, opportunities, reports, etc. We also have created a separate page for each campaign such as “Summer Sales”, “Summer Promotions”, etc. Each of these pages contains links that lead to relevant pages such as product descriptions, pricing information, etc.

Advantages of Integration of WordPress and Zoho CRM

The advantages of integrating WordPress with Zoho CRM are as fplows:

  • Easy Access. By integrating WordPress with Zoho CRM, we are able to create custom templates that will make it easier for visitors to navigate around the website as they won’t have to go through different pages in order to find what they are looking for. For example, if someone wants to know more information about a specific department such as “Sales” or a specific campaign such as “Summer Sales”, they can directly visit the relevant page without having to look through all the other pages on the website in order to find what they are looking for. This means that we are able to provide faster access to visitors which will improve overall conversion rate of visitors into customers or members.
  • Improved User Experience. As we have created separate pages for different departments such as sales, PPC, etc., we are able to provide a more professional look and feel to these pages while also improving the navigation experience of our visitors in order to increase their time spent on our website which will eventually improve conversion rate of visitors into customers or members. Moreover, we have also created separate pages for different campaigns such as “Summer Sales” so that visitors can easily find whatever they are looking for instead of having to go through a long list of pages until they find what they are looking for which would result in improved user experience and better conversion rates.
  • Better Marketing Strategy. By creating separate pages for different departments such as sales, PPC, etc., we are able to provide better marketing strategies for our client because we can tailor make different promotional activities based on the needs of each department rather than trying to run a single campaign aimed at all departments which may not be effective in this case. Furthermore, by creating separate pages for different campaigns such as “Summer Sale” or “Back To Schop Sale”, we will be able to run different marketing activities aimed at promoting particular products within those campaigns in order to get better results from our marketing efforts than trying to run a single campaign aimed at promoting all products at once. This means that we will be able to target better customers based on their needs and preferences rather than running a single campaign aimed at all customers which may not be effective in this case. This is also beneficial because it means that our client can actually see how effective our marketing strategies are this way instead of just assuming how effective they are because he doesn’t really know how effective our marketing strategies are as there is no way for him to measure them accurately. Once he sees how effective our marketing strategies are by seeing how much of an impact they have on his business upon implementation of those strategies, he will be able to determine whether he should continue implementing those strategies or whether he should try out some other strategies in order to improve conversion rate of visitors into customers or members even further so that he can generate even more sales/customers/members for his business and ultimately increase his profits/sales/revenue as well as market share in his industry or market segment. Once he is able to gain increased profits/sales/revenue and market share due to implementation of more effective marketing strategies, he will then have more funds at hand which he can use in order to invest in more advanced marketing strategies which will then enable him to generate even more profits/sales/revenue and market share than before which will result in increased size of his business which will then enable him to hire even more people in order to work for him which will then enable him to generate even more profits/sales/revenue and market share than before which will then enable him to invest even more funds in order to expand his business even further so that he will be able to generate even more profits/sales/revenue and market share than before which will then enable him to hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him alone so he will then hire even more people…and this cycle will keep repeating itself until his business becomes so big that it becomes too big for him

The process to integrate WordPress 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.