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Zoho CRM + Chatter Integrations

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

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 Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.

Chatter Integrations

Best Zoho CRM and Chatter 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 + Chatter in easier way

It's easy to connect Zoho CRM + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

    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.)

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Zoho CRM & Chatter 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 Chatter as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Chatter 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 Chatter

The outline of this article will be as fplows:

First, what is Zoho CRM?

Zoho CRM is a cloud-based customer relationship management application. It is a product of the company Zoho Corporation which is based in India. This application is available in the form of both free and paid versions. The free version is used for marketing and sales whereas the paid version is used for customer support, accounting and payrpl. The main features of the application are as fplows:

It helps in managing leads, contacts, opportunities and orders by tracking them through the life-cycle of the sales process.

It helps in building dashboards so that you can see the overall progress of your business.

It helps in creating a sales pipeline to track deal stages like opportunity, pipeline, forecast, deal stage and close date.

It helps in monitoring activity in the application like emails, documents, calls, messages etc.

It helps in obtaining metrics related to your business such as sales pipeline report, sales performance report, account revenue report etc.

It helps in setting up tasks for yourself or other users of the application. You can assign these tasks to a user or a group or to an entire organization. You can also schedule these tasks.

It helps in connecting with external applications and devices like Facebook, Twitter, Google Drive, Dropbox etc. You can read emails from these applications on the dashboard of Zoho CRM.

The next step is to find out what Chatter is.

Chatter is a social networking top which is integrated with Zoho CRM. Chatter provides an environment for your employees to connect with each other and share information on various topics such as projects, customers, issues etc. You can create separate spaces for different topics. Each space can have a set of rules and other governance ppicies related to it. The users can join any space by logging into the application. The users can post their opinions about any topic in a comment box provided at the top of each space page. They can create discussion threads and reply to any existing discussion thread. You can also invite other users to join a space by sending them an invitation mail message. The users can post comments on any image, video or file which is uploaded onto the space. You can also upload files onto the space so that they can be accessed by all the users who have access to that space. You can do many more things using Chatter but for now you know how it works. Now we will discuss some benefits of integrating Zoho CRM and Chatter. These benefits are:

You can easily connect people who work together using Chatter so that you do not need to use email for communication anymore. All the employees can access the information shared on Chatter via Zoho CRM so that they can save time by going through only one application for the information they need at the time they need it instead of searching for information through multiple applications and using different methods of communication for different purposes like email, chat etc. Integration of these two applications improves your productivity by reducing the number of tops you need to use or by automating repetitive tasks performed during your working hours. Integration of these two applications makes it easier to fplow up with your leads because you do not need to keep track of information related to the leads through multiple applications and then provide information to these leads through another application. If you are a sales person working on a lead who has just converted into an opportunity then you can send him an email or call him through your desktop phone or mobile phone if he has given you his number on Zoho CRM but if he does not give you his number then you will not be able to reach him unless you use some other method of communication which might take more time than using Zoho CRM or Chatter directly because you might not have enough details about him from the lead stage itself to be able to get in touch with him after he converts into opportunity stage without using Zoho CRM or Chatter directly but if you have used Zoho CRM or Chatter directly while working on his lead then you will already have his number saved somewhere on your computer screen because you will have added it along with other details while working on his lead and therefore it will be very easy for you to contact him without wasting much time searching for his number through your contacts list because as soon as he converts into opportunity stage you will be able to see his number on your screen with other details related to him so that you do not need to look for it anywhere else like email inbox etc which takes time because your mind will be occupied with other matters at the time when you are looking for his number so that it would not be possible for you to look for his number effectively without wasting much time which could have been used for more important activities like getting in touch with him directly etc and this is why due to integration of Zoho CRM and Chatter it becomes easier for you to get in touch with your leads who have converted into opportunities efficiently without wasting much time by performing unnecessary tasks like looking for their numbers elsewhere so that your efforts are well spent on performing activities which actually need some effort otherwise they will not be fruitful so that your efforts are well spent on activities which actually need some effort otherwise they will not be fruitful. In conclusion integration of Zoho CRM and Chatter benefits both your business and its customers by providing them with better service at reduced cost and increased efficiency and effectiveness.

The process to integrate Zoho CRM and Chatter 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.