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Zoho CRM + nozbe Integrations

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

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 nozbe

Nozbe is an online to-do list style project management tool for your team.

nozbe Integrations

Best Zoho CRM and nozbe 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 + nozbe in easier way

It's easy to connect Zoho CRM + nozbe 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 Category

    Triggered when a new category is added

  • New Project

    Triggered when a new project is created

  • New task

    Triggered when a new task 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.)

  • Create Project

    Create new project

  • Create Task

    To create a new task into a project.

How Zoho CRM & nozbe 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 nozbe as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate nozbe 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 nozbe

Let’s start with the basics and understanding about Zoho CRM and nozbe.

Zoho CRM is a cloud-based customer relationship management (CRM. software developed by Zoho Corporation. The software allows users to manage customer interactions and build customer relationships in a centralized database. It supports multiple service types, including service desk, sales, marketing and support. With Zoho CRM, users can manage teams, contacts, projects, cases and opportunities, track leads and activities, and automate workflow. The software is available in English, French, German, Spanish, Italian, Japanese, Portuguese, Hindi, Russian, Chinese and Korean.

Nozbe is a task management app that helps you organize your life better. Nozbe helps you get rid of the paper clutter and stay organized. You can plan your week and set goals, prioritize them and keep track of your tasks. Nozbe is especially designed for people who are working from a multitude of devices. It works great on iPhone, iPad and Mac and it also syncs with all major desktop platforms. To help you work even more effectively, we have to make sure that Nozbe for Mac works seamlessly with other apps you are using. So, we’ve recently introduced integration with Zoho Assist for your Mac or PC.

Now we would like to extend our discussion on integration of Zoho CRM and nozbe.

Integration of Zoho CRM and nozbe

In order to connect Nozbe with Zoho CRM, you need to download the Nozbe app from App Store or Google Play Store. After installing the app install the Nozbe Bridge extension for Chrome or Firefox (requires updated versions of both browsers. Then log into your Nozbe account and click on the “bridge” icon in the top-right corner of the screen. Select “Zoho CRM” from the list of services to connect to Nozbe. Click “Connect” and you are ready to go.

Fplow these steps to connect Zoho CRM with Nozbe:

Get your Zoho CRM username/password from here. Get your Zoho CRM API key from here. Log into Zoho CRM Admin Conspe at https://crm.zoho.com/crm/homepage with your credentials. Go to “Configuration” > “System Settings” > “API Keys” menu item. Create an API Key. Click on “Create New Key” link on the right hand side of the page to create a new API Key. Name the API key as per your choice. Give a description to the API Key. Save the key somewhere safe because you will need it later on when you are connecting it with Nozbe application. (We recommend saving this key as a document in PDF format.. You can copy this API key from the browser URL bar as shown in Figure 1:

Figure 1. API Key copied from browser URL bar In Nozbe application, go to Settings > Bridge > Advanced Settings tab and paste the key in the field labeled “Zoho CRM API Key” as shown in Figure 2:

Figure 2. Pasting the API Key in Nozbe application Enter the name of your Zoho CRM system under “Zoho CRM system name” field so that Nozbe can identify it correctly as shown in Figure 3:

Figure 3. Entering System Name Once you have entered the above details click on “Save Settings” button which is shown highlighted in green box in Figure 4 below:

Figure 4. Saving Settings Now head back to the settings page by clicking on “Settings” tab as shown highlighted in red box in Figure 5 below:

Figure 5. Back Again! Click on “New Connection” button as shown highlighted in blue box in Figure 6 below:

Figure 6. New Connection Button Click on the checkbox called “Enable Integration with Zoho CRM” as shown highlighted in pink box in Figure 7 below:

Figure 7. Enable Integration with Zoho CRM Now select your Zoho CRM system from the dropdown menu called “Zoho CRM system name” as shown highlighted in blue box in Figure 8 below:

Figure 8. Selecting Zoho CRM System Now enter your username and password for your Zoho CRM system as shown highlighted in green box in Figure 9 below:

Figure 9. Entering Username & Password Finally click on “Connect with Zoho CRM” button as shown highlighted in blue box in Figure 10 below:

Figure 10. Connecting with Zoho CRM That’s it! You have successfully connected Nozbe application with your Zoho CRM account. Now whenever you add tasks or notes they will automatically be added to your Zoho CRM account where you can see them by going to http://crm.zoho.com/crm/homepage. You can also set up email notifications so that you will get notified every time you add tasks or notes into Nozbe application. Fplow these steps to do this. Go back again to Settings > Bridge > Advanced Settings tab as shown highlighted in red box in Figure 11 below:

Figure 11. Back Again! Make sure that “Send Task Notes notifications to Zoho CRM” checkbox is checked as shown highlighted in pink box in Figure 12 below:

Figure 12. Sending Task Notes Notifications Click on the checkbox called “Send Task Notes notification to Zoho CRM” as shown highlighted in blue box in Figure 13 below:

Figure 13. Send Task Notes Notification Click on “Save Settings” button which is shown highlighted in green box in Figure 14 below:

Figure 14. Saving Settings That’s all! You have successfully configured email notifications between Nozbe application and your Zoho CRM account. Now whenever you add a note or task into Nozbe application all the notes will now be added into your Zoho CRM account where you can see them by going to http://crm.zoho.com/crm/homepage. You can fplow these steps to test this functionality. Add a task or note into Nozbe application by clicking on “Add taskote button” which is located at top left corner of the screen as shown highlighted in blue box in Figure 15 below:

Figure 15. Adding Tasks & Notes Click on “Ok” button which is located at bottom right corner of the screen as shown highlighted in blue box in Figure 16 below:

Figure 16. Confirmation Click on “More…” option as shown highlighted in blue box in Figure 17 below:

Figure 17. More… Option Click on “Notification Settings…” option as shown highlighted in blue box in Figure 18 below:

Figure 18. Notification Settings… Option Check if there is any new email arrives from Zoho CRM system as shown highlighted in blue box in Figure 19 below:

Figure 19. Message from Zoho Check if there is any new note has been added into your Zoho CRM account as shown highlighted in blue box in Figure 20 below:

Figure 20. New Note Added into Zoho CRM Account If everything goes well then you should be able to see the newly added note or task under “Tasks” & “Notes” tabs of your Zoho CRM account as shown highlighted in black boxes in Figures 21 & 22 below respectively.

The process to integrate Zoho CRM and nozbe 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.