?>

Zoho CRM + Paymo Integrations

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

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 Paymo

Paymo is an online project management application that helps you deliver projects on time and on budget by eliminating bottlenecks through accurate tracking & reporting.

Paymo Integrations

Best Zoho CRM and Paymo 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 + Paymo in easier way

It's easy to connect Zoho CRM + Paymo 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 Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

    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 Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

How Zoho CRM & Paymo 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 Paymo as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Paymo 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 Paymo

In this article I will be talking about Zoho CRM and Paymo Integration. In this outline, I will cover the fplowing points. what is Zoho CRM, what is Paymo, why do they need to integrate and the benefits of integration.

Zoho CRM?

Zoho CRM is a customer relationship management system that allows businesses to close their customers without any hassles. It handles different tasks such as scheduling appointments, managing leads, improving sales and generating new customers.

Paymo?

Paymo is an online invoicing app that lets you send invoices from your computer, tablet or smartphone.

Why do they need to integrate?

With Paymo integration with Zoho CRM, one can easily send invoices directly from the Zoho CRM platform. Additionally, it can assist you in managing your customer relationships by automating the billing process through the integration of Zoho CRM and Paymo. The integration of Paymo with Zoho CRM enables you to send invoices anytime and anywhere. You just have to log into the Zoho CRM system, create an invoice and send it to your customers. Paymo has many important functionalities which are lacking in Zoho CRM. These include coupons with discount rates, delayed invoicing with payment terms, invoice reminders and signatures with the PDF file size limit extended to 100MB. As you can see, with Paymo integration, you get access to many more functionalities that are aimed at improving your business.

The Benefits of Integration of Zoho CRM with Paymo

There are many benefits that come with integrating Zoho CRM with Paymo. One of the major advantages is that you can manage your finances easily. The Zoho CRM system integrates automatically with Paymo, so you can make payments directly from your business data. Other advantages include improved customer relationships, improved sales and better opportunities for cross-selling. Sales personnel are able to manage their sales more effectively by sending invoices directly after closing a deal with a customer. The sales process becomes faster with the help of these automation tops. Cross-selling is also improved since sales people are able to send product catalogs to customers who are ready for purchase. There is no need to manually enter the information into your database. With this integration, you can automate all your sales activities. You can also save on time by avoiding manual entry of data into your system. This saves you time so that you can concentrate on other important aspects of running your business. Another great benefit of Zoho CRM and Paymo integration is security. With this integration, all your business information is secure because it is encrypted online on Google servers. Your sensitive information cannot be accessed by unauthorized people since it is encrypted before being sent on the internet.

Conclusion

The conclusion of my article will be on how Paymo will benefit businesses through its integration with Zoho CRM. I will talk about what services Paymo offers and how they offer them more effectively through their integration with Zoho CRM. After reading my article, I hope that you will be convinced that integrating Paymo with Zoho CRM is indeed a good idea for improving your business.

The process to integrate Zoho CRM and Paymo 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.