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.
Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.Formatter By Connect Integrations
Zoho CRM + MailChimpCreate MailChimp Subscribers from New Zoho CRM Leads Read More...
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.
Google Sheets + Zoho CRMAdd New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
It's easy to connect Zoho CRM + Formatter By Connect without coding knowledge. Start creating your own business flow.
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.
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.)
Work with dates and times to change formatting or add/subtract time (with line-item support).
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Various utilities like "choose value from list" or "look up in table" (with line-item support).
(A. Zoho CRM?
Zoho CRM is a CRM top that helps you to grow your business and ensures that your business stays connected with all your contacts. You can connect your CRM with Formatter By Connect and get benefits like:
(B. Formatter By Connect?
Formatter By Connect is a top that helps you to format, design and create professional documents. Formatter By Connect is a perfect top for people who want to create documents like resumes, cover letters, CVs, brochures, flyers and many more. Formatter By Connect is easy-to-use and has a simple and intuitive interface. Formatter By Connect works perfectly with Microsoft Word.
(A. Integration of Zoho CRM and Formatter By Connect
Integration of Zoho CRM and Formatter By Connect allows you to create contact records automatically in Zoho CRM without entering the information manually. Integration also allows you to edit the customer’s profile from within Zoho CRM. You can also view the contacts from within Zoho CRM. This integration reduces the time taken to create a contact record in Zoho CRM. It also saves you from entering unnecessary information into Zoho CRM. You can also search for contacts from within Zoho CRM. It will be easier now to find contacts from within Zoho CRM because you now have access to all your contacts from within one system which is Zoho CRM. In order to integrate Zoho CRM with Formatter By Connect, you have to simply install the Zoho plugin in Word. The integration top will take care of all the rest.
(B. Benefits of Integration – Creating Contact Records Automatically in Zoho CRM Without Entering Information Manually – Reduces Time Taken to Create a Contact Record – Saves You from Entering Unnecessary Information into Zoho CRM – Gives Access to All Contacts from Within One System Which is Zoho CRM – Compatible with Any Word Version – Works With Any Operating System – Is Easy-to-Use – Has a Simple Interface – Is Intuitive – Helps You to Grow Your Business – Ensures That Your Business Stays Connected with All Your Contacts
The process to integrate Zoho CRM and Formatter By Connect 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.