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.
Shiprocket is India's most used eCommerce logistics and shipping software solution.ShipRocket Integrations
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It's easy to connect Zoho CRM + ShipRocket 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.
Triggers when a new order is created.
Triggers when a new product is created.
Triggers when a new shipment is created.
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.)
Creates a new product.
Creates a custom order.
Zoho CRM is a cloud-based Customer Relationship Management (CRM. software that helps companies to manage their customer interactions, campaigns and marketing efforts. It can be accessed from any device (laptop, desktop, mobile or tablet. It is a free application for up to 10 users and has premium plans starting at $9 per month. Zoho CRM is built on the Google Apps Platform, making it a trusted choice for Google Apps customers.
ShipRocket is a 3PL logistics company that simplifies all the logistics related activities of its customers. It provides its services in all 50 states in the US and even in Canada. The company’s system includes apps for both drivers and shippers to make shipping easier and faster. It also offers integration with other popular applications such as Zoho CRM and allows customers to track shipments online, view order history, etc. ShipRocket also helps customers streamline their business processes by integrating with accounting systems, email services, etc.
Integration of Zoho CRM and ShipRocket will allow businesses to:
Zoho CRM allows businesses to easily manage their large number of customers across various channels such as phone, email, social media, etc. Businesses can contact most of their customers through Zoho CRM’s email service rather than using a separate email client. Moreover, they can send automated emails based on conditions such as time of the day, order history, etc. They can also quickly update customer information such as address, phone number, etc. This eliminates the need for manually tracking customer information, updating it in multiple areas and losing information through mistakes.
The integration of Zoho CRM and ShipRocket enables businesses to keep track of all their orders in one place. They can search for orders using various terms such as order number, type, status, etc. They can also quickly find the status of an order by clicking on the order number or accessing it from a list of orders in the view section. They can also create notes about a particular order so that they don’t forget important details about it while interacting with customers. A summary report of all orders including total revenue generated, average revenue per order, etc. can also be viewed from the summary tab. This report is useful for businesses to understand how well they are doing financially.
Businesses can streamline their business processes by integrating their accounts receivable system with ShipRocket’s sputions. This allows them to directly import invoices from ShipRocket into their accounting systems instead of manually entering them into the system. They can also send invoices from Zoho CRM directly to ShipRocket which will give them a single point of access for all documents related to an order. This will eliminate the need for manually printing documents and sending them via mail or fax to ShipRocket for processing. The integration also allows businesses to automatically generate bills based on ShipRocket’s shipment records for all the shipments that have been sent through ShipRocket’s platform. This will minimize the amount of time that is currently spent on generating invoices manually and sending them for processing through postal services or couriers. Businesses can also integrate their inventory management system with Zoho CRM and setup automatic replenishment rules so that they don’t run out of stock unexpectedly. In addition, they can automate the process of updating inventory levels when they receive new shipments through ShipRocket’s platform and automatically send out purchase orders after the inventory level reaches a specified threshpd.
The process to integrate Zoho CRM and ShipRocket 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.