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Zoho CRM + WHMCS Integrations

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

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 WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best Zoho CRM and WHMCS 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...
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Connect Zoho CRM + WHMCS in easier way

It's easy to connect Zoho CRM + WHMCS 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 whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Zoho CRM & WHMCS 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 WHMCS as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate WHMCS 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 WHMCS

Zoho CRM?

Zoho CRM is a web-based Customer Relationship Management software that helps businesses to manage their enterprise. It makes it easy for the users to keep track of various activities related to customers and leads. It also allows the users to integrate all the other business applications under one central platform. The software is available in a free version as well as a paid version. In this way, the businesses can use the software without having to spend much money on its purchase. The free version, however, has some limitations which are there to ensure that only small-scale online businesses use the software.

WHMCS?

WHMCS is an open source billing spution designed for the comfort of hosting providers. It allows them to offer varied billing services such as recurring payment, invoicing, etc. It also allows them to manage the clients configurations, payments, customer accounts, etc. WHMCS is highly customizable and supports all major billing gateways. The software can work with any language and can be used internationally. Its simple interface makes it convenient for the users to make changes to the software without requiring technical assistance.

Integration of Zoho CRM and WHMCS

The integration of Zoho CRM and WHMCS brings a lot of benefits to both the brands. One of the biggest benefits that comes out of this integration is that everything gets automated and streamlined thereby saving time and effort. For example, when a new client signs up for a hosting service from a hosting provider using WHMCS, the client will be automatically added to the corresponding Zoho CRM account. This allows the user to keep track of all his clients and their transactions using a single system.

Benefits of Integration of Zoho CRM and WHMCS

There are many advantages of integrating Zoho CRM with WHMCS. Some of them are as fplows:

  • Integration of Zoho CRM with WHMCS allows the users to deliver excellent service to their clients. They are able to communicate with their clients in real time via email, phone calls, SMS, or live chat. They can even send gifts or virtual cards on special occasions like birthdays or anniversaries. This not only enhances customer relationship but also helps them market their products better.
  • Integration of Zoho CRM with WHMCS helps save on costs. It eliminates the need for hiring extra staff just to take care of customer support. The software helps in managing all activities related to the clients in one place and in real time. Moreover, it provides detailed reports about the transactions that have taken place so that no information is lost. Therefore, it becomes easier for the users to make decisions regarding their clients and work accordingly.
  • Integration of Zoho CRM with WHMCS allows the users to create features and functionalities that are unique for each client. This helps in increasing revenue generation by tailoring services according to the needs of each client. For example, if a client wants a certain feature enabled on his site so that he can offer unique content or services on his website, these features can be enabled from within Zoho CRM as per client’s request. This not only makes the client happy but also increases customer satisfaction levels. Therefore, it helps in increasing sales.

The process to integrate Zoho CRM and WHMCS 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.