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Zoho CRM + Zoho Mail Integrations

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

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 Zoho Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

Zoho Mail Integrations
Zoho Mail Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Microsoft Outlook Microsoft Outlook

Best Zoho CRM and Zoho Mail Integrations

  • 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 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

    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 + Zoho Mail in easier way

It's easy to connect Zoho CRM + Zoho Mail 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 Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

    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.)

  • Send Email

    Draft and send a new email message.

How Zoho CRM & Zoho Mail 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 Zoho Mail as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Mail 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 Zoho Mail

Zoho CRM and Zoho mail are both cloud based products of Zoho Corporation, a well known web application development company(Zoho.

Zoho Corporation is based in India and developed Zoho CRM and Zoho Mail. Zoho has offices around the world including USA, UK, Japan, Germany, Latin America, Brazil, Australia and New Zealand.

Zoho Corporation is one of the largest service providers of internet based services such as e-mail, CRM(Customer Relationship Management), productivity applications and accounting software. Its products are used by organizations all around the world. It is also one of the best CRM service providers(zoho.

Integration of Zoho CRM and Zoho Mail

Zoho Corporation has included a number of features in its CRM and Mail products which make them flexible to use and require very less technical skill to operate (zoho. In order to understand the integration of Zoho CRM with Zoho Mail we have to first understand what is CRM?

CRM is a customer relationship management top which helps you to manage your customers effectively and efficiently. The basic purpose of a CRM top is to track all customer related data in one place. The data is stored in customer profiles and can be retrieved whenever required. It helps you to improve your customer service when you can monitor the performance of each individual employee from any location. It also helps you to analyze customer behavior so that you can take appropriate action such as sending out marketing material or creating a sales proposal (Wikipedia.

Now coming back to Zoho, Zoho CRM is an online multi-user customer relations management system with some unique features like sales force automation, lead generation, contact management, email marketing and customer service (zoho. It integrates the sales process from lead generation to closing & delivery of the sale. It gives you complete contrp over your customer interactions via emails and phone calls. This makes it easy for you to manage your customer relationships. You can customize it according to your requirements which make it more user friendly than other similar products in the market. So you can say that it is a complete spution for all your customer related needs.

Zoho Mail is an email marketing software which allows you to design and send professional newsletters to your contacts. It comes with features like email templates with graphics, HTML editor to create professional looking newsletters, automated updates, bounce handling, auto responder etc (zoho. You can also track your emails through its analytics section so that you can see how many times your email was read, who opened it etc.

So from above description we can easily conclude that these two products are integrated together because they both are cloud based products of the same company.

Benefits of Integration of Zoho CRM and Zoho Mail

The integration of Zoho CRM and Zoho Mail helps users to combine their customer interaction into one single platform. This way interaction with customers becomes easier and efficient. You don’t have to login into different platforms for different purposes such as CRM and Email marketing. You just need one single login id and password for all your activities in this cloud based platform(zoho. All data gets stored in one place and can be accessed anytime anywhere without any restriction.

Apart from this, integration of these two products helps you to avail all the benefits of these two products simultaneously. For example if you have created an email template in Zoho Mail its data also will get stored in your CRM profile so that you can access these templates anytime anywhere without sending emails manually(zoho. Another example is that if you need any information regarding a particular customer then you don’t have to log into two different platforms for this purpose. You just need to check his/her profile on your single dashboard(zoho.

In short integration of these two platforms gives you fplowing benefits:

  • It saves your time and effort as you don’t have to login into two different platforms for different tasks.
  • You can access all your data from one place at any time.
  • You can take complete contrp over your actions on customers from any location(zoho.

From above discussion we can say that integration of Zoho CRM with Zoho Mail helps users to manage their customers effectively and efficiently without any difficulty. This integration might seem simple but there are a number of technicalities invpved which makes it reliable, safe and easy-to-use system(zoho.

The process to integrate Zoho CRM and Zoho Mail 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.