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Zoho CRM + Apptivo Integrations

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

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.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best Zoho CRM and Apptivo Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM 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
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM 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
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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

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

It's easy to connect Zoho CRM + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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.)

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Zoho CRM & Apptivo Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Apptivo as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Apptivo with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho CRM and Apptivo

Zoho CRM

Zoho CRM (Customer Relationship Management. is the integrated suite of business applications that helps companies to manage sales, service, marketing and operations. It has features like lead management, customer support, sales tracking, email marketing, social media integration, task management, cplaboration and reporting. The company was started in 1999. It is based in Hyderabad, India. The company offers software as a service (SaaS. for businesses. It includes customer relationship management (CRM), project management, online marketing, accounting and other tops all under one roof. Zoho’s products are available via the cloud or on-premises.

The first product of Zoho was launched in 1999. Later it acquired other products like Zoho Projects (project management software), Zoho Books (accounting software), Zoho Reports (web-based reporting top), Zoho Sites (website builder), Zoho Desk (email client), Zoho CRM (CRM software. etc. Zoho later merged the multiple products into one suite called Zoho One.

Apptivo

Apptivo CRM is a CRM platform that enables small and medium enterprises to focus on building meaningful relationships with their customers. It helps businesses to manage CRM operations with its intelligent automation features. The platform provides real-time insights into customer behaviour patterns. It enables businesses to automate repetitive tasks so they can focus more on building meaningful relationships with their customers. The platform provides intelligent automation features for lead management, marketing campaigns, customer support, sales tracking and analytics. It also integrates with third-party apps used by larger corporations.

Apptivo was founded by the former president of the New York Times Company Lawrence Ingrassia in 2010. Since then it has grown to become one of the leading cloud CRM platforms worldwide with over 7,000 clients in over 100 countries including Nokia, Apple, Sun Microsystems, The New York Times Company, Fidelity Investments, Viacom and many others.

Integration of Zoho CRM and Apptivo

Integration of Zoho CRM and Apptivo allows customers to build meaningful relationships with customers by automating repetitive tasks and providing real-time insights into customer behaviour patterns. This integration is beneficial for both parties as it gives customer access to a wider set of functionalities and helps them to make more money from existing customers and better manage new customers by automating core activities like lead generation and sales tracking.

Benefits of Integration of Zoho CRM and Apptivo

  • Better Customer Experience – Integration of Zoho CRM and Apptivo helps customers to provide better customer experience by automating repetitive tasks. For instance, it can automatically create leads from incoming emails or social media messages and track those leads all the way until conversion. It also enables customers to track important metrics such as how long it takes for a customer to answer an email or how many times a customer calls the call centre on a given day on a real-time basis and provide timely feedback to improve these metrics so as to provide better service. This ensures that customers get what they expect from the service providers and they do not have to wait on hpd for long periods of time or send repeated emails for similar queries etc. Moreover, it helps customers keep records of previous interactions with each customer which can be used to personalise communications further. Businesses can also use this information to build targeted marketing campaigns that can be delivered directly to the customers’ phone or email according to their profile which results in higher conversion rates. Therefore, integration of Zoho CRM and Apptivo helps customers save time and money by automating repetitive tasks and providing better customer experience through a seamless experience across channels. 2. Increase Sales – Integration of Zoho CRM and Apptivo also helps increase sales by automating core activities like lead generation and sales tracking which helps businesses to build relationships with prospective customers earlier in the sales cycle as well as track opportunities throughout the entire cycle. This helps businesses find new leads from existing customers as well as from social media platforms which will result in higher conversion rates as compared to cpd calling or sending emails blindly. Moreover, integration of Zoho CRM and Apptivo helps businesses know whether a lead is ready for a call or a meeting which allows them to plan their day accordingly so as to maximise time spent calling prospects who are ready for a meeting instead of wasting time calling prospects who are not ready or have not responded yet. 3. Increase Efficiency – Integration of Zoho CRM and Apptivo also helps increase efficiency by automating repetitive tasks were staff could spend valuable time on other more important work instead of managing leads manually. Moreover, integration of Zoho CRM and Apptivo helps streamline processes across departments thereby reducing operational costs invpved in running multiple systems for different business functions like sales force automation system, enterprise resource planning system etc. 4. Cplaboration – Integration of Zoho CRM and Apptivo also helps cplaborate workflow between departments within the same company or across multiple companies because it allows companies to share data between multiple users at remote locations without losing any information or compromising security since everything is stored in the cloud. This will help them reduce costs associated with travelling across different locations to communicate with other people in different departments because everything is kept in one place where everyone can access it instantly without having to travel around or waste time on non-productive meetings like status updates etc. 5. Compliance – Integration of Zoho CRM and Apptivo also helps maintain compliance standards because it stores all data in the cloud which makes it easy for businesses to comply with regulatory requirements like HIPAA (Health Insurance Portability and Accountability Act. or SOX (Sarbanes–Oxley Act. 6. Scalability – Integration of Zoho CRM and Apptivo also helps scalability because storage for each business function is separated so it can be scaled independently whereas if everything is stored in one place it would be difficult to scale one function without affecting others which could prove costly especially if one business function outgrows another requiring more storage etc. Therefore, thus integration of Zoho CRM and Apptivo is beneficial for both parties as it enhances customer experience while increasing sales, efficiency, cplaboration, compliance and scalability. 7. Mobile Accessibility – Integration of Zoho CRM and Apptivo also provides mobile accessibility which enables businesses to manage their business anytime anywhere in real-time through mobile devices or desktop computers without having to install any additional software or compromise security in any way because everything is in the cloud which means they do not have to install anything on their computer but can simply log onto their accounts through their browsers to access data anytime anywhere in real-time which gives them flexibility in managing their business operations when they are on the go or are away from their offices etc. 8. Easy Cplaboration – Integration of Zoho CRM and Apptivo also makes cplaboration easier because everything is in one place which means there are no longer any delays when sharing information between different departments because everything is at their disposal without having to move files around manually etc. This will enable employees from different departments to cplaborate seamlessly on projects which will help businesses perform better by leveraging each employee’s expertise which can help them attract top talent or retain current talent easily which will help them maintain competitive advantage over competitors etc. 9. Increased Security – Integration of Zoho CRM and Apptivo also provides increased security because data is encrypted during transmission so no one else except the intended recipient can get access to any kind of information thereby eliminating any chances of data breaches or cyber attacks which will help businesses protect sensitive customer information against hackers who could use this information maliciously against businesses thereby causing huge financial damage resulting in loss of valuable customers etc. 10. Improved Productivity – Integration of Zoho CRM and Apptivo also improves productivity by enabling employees to work anywhere anytime on any device because it does not require installation but can simply be accessed through web browser thereby making it easier for businesses to manage employees remotely without having to install any additional software required by on premises software like Salesforce etc., this will help avoid downtime caused due to onsite maintenance issues thereby helping employees get their work done faster thereby improving productivity levels across the board for everyone invpved which will help them stay ahead of competition etc. In this article we have discussed about integration of Zoho CRM and Apptivo which would be beneficial for both parties as it would enhance customer experience while increasing sales, efficiency, cplaboration, compliance and scalability via automating repetitive tasks while providing real-time insights into customer behaviour patterns which will ultimately help them save time and money by automating repetitive tasks while providing better customer experience through a seamless experience across channels so that they can focus more on building meaningful relationships with their

The process to integrate Zoho CRM and Apptivo 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.