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Zoho CRM + ShipRocket Integrations

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

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 ShipRocket

Shiprocket is India's most used eCommerce logistics and shipping software solution.

ShipRocket Integrations

Best Zoho CRM and ShipRocket 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

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    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Zoho CRM + ShipRocket in easier way

It's easy to connect Zoho CRM + ShipRocket 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 Order

    Triggers when a new order is created.

  • New Product

    Triggers when a new product is created.

  • New Shipment

    Triggers when a new shipment 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.)

  • Add New Product

    Creates a new product.

  • Create Custom Order

    Creates a custom order.

How Zoho CRM & ShipRocket 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 ShipRocket as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ShipRocket 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 ShipRocket

Zoho CRM?

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?

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

Integration of Zoho CRM and ShipRocket will allow businesses to:

  • Manage Customer Relationships

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.

  • Track Orders Easily

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.

  • Streamline Business Processes

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.

Benefits of Integration of Zoho CRM and ShipRocket

  • Better Customer Experience. Integration of Zoho CRM and ShipRocket will help businesses provide a better customer experience by allowing them to communicate with their customers more effectively without spending too much time on manual data entry or tracking down information about customers who have placed orders before. For example, a business can easily keep track of the status of an order using Shiprocket’s tracking app and update the customer about it accordingly without having to spend time looking up past orders using yet another system or manually confirming that the order has been received by checking for a tracking number. Moreover, businesses won’t have to worry about losing customer data since it is automatically updated on Zoho CRM for all future orders. In addition, businesses will be able to provide a better customer experience by sending out customized emails to their customers based on their needs instead of sending out generic emails which may not be relevant or even read by the customer. For example, if a business wants to send out an email reminder about an upcoming event which is relevant only to some customers, they can use conditional fields on Zoho CRM such as order number, customer name etc. to send out emails only to those customers who are likely to attend the event.
  • Better Productivity. Integration of Zoho CRM and ShipRocket will help businesses become more productive by automating certain processes that are currently done manually by employees or third party vendors. For example, businesses can automate their accounts receivable process by importing invoices from ShipRocket into their accounting system instead of manually entering them into it which will save them significant time compared to manual data entry which invpves additional steps such as printing documents, scanning them into PDF files, sending them through MMS/email/fax services and then waiting for these services to send them back so that they can be entered into accounting systems later on. As another example, businesses can use automated billing rules to generate bills based on records from ShipRocket’s shipment platform instead of manually taking print outs of shipment records from ShipRocket’s platform and inputting them into their own billing system or invoice generation software which takes even more time than just copying data from one platform to another. In addition, they can set up automatic replenishment rules so that their inventory levels remain at optimum levels without running out of stock unexpectedly which would create a bad impression among customers since deliveries might get delayed due to stock outs which is not good for business. Businesses can also automate their purchase order generation process by setting up automatic replenishment rules so that purchase orders are generated automatically when inventory levels reach a particular threshpd instead of having to do this manually after receiving new shipments from suppliers through Shiprocket’s platform which would take even more time than just generating purchase orders automatically without having to use any third party software or software developed in house since this would invpve additional steps like searching for purchase order numbers in multiple databases etc.

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.