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Zoho CRM + Zoom Integrations

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

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 Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

Zoom Integrations
Zoom Alternatives

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

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Best Zoho CRM and Zoom 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 + Zoom in easier way

It's easy to connect Zoho CRM + Zoom 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 Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    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 Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

How Zoho CRM & Zoom 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 Zoom as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoom 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 Zoom

“Zoho CRM is an application based on cloud computing that will help you to organize your business in a simple and effective way. It is built with a combination of Java and PHP technpogy that will let you access all your business activities from any device. It is the best choice for both small-scale and large-scale businesses.” (Zoho)

Zoho CRM is software that allows you to manage your contacts, lead management, marketing campaigns, sales, invoices, expenses, projects, etc. Zoho CRM has its own email server that will allow you to send emails to your clients without using third-party email services. All your data is stored on the cloud. In addition, Zoho CRM can be integrated with other Zoho applications (such as Zoho Docs and Zoho Projects.

Another application that Zoho offers is Zoom. This web conference software allows users to conduct meetings online. The software allows for a maximum of 25 participants who can join the meeting on their computers or mobile devices. Zoom is also offered as a mobile app for Android and iOS. In addition, there are no limits to the number of meetings you can have at once. There are two plans; one for individuals and one for businesses.

Integration of Zoho CRM and Zoom

Zoom is not a stand-alone application. You can use it as part of your Zoho CRM campaign. If you decide to integrate Zoho CRM and Zoom, you can use it as a top that will help you communicate with your clients or employees. You can do almost everything via Zoom; this means there is no need for you to create separate accounts for each client or employee; they will be able to simply log into their account and join the meeting from any device. This saves them time because they don’t have to wait for an invitation via email; they can simply sign in and participate in the meeting. Your clients and employees will appreciate the ability to connect with you instantly and from anywhere as long as they have access to internet via their mobile devices or computers. They don’t have to worry about missing important meetings because Zoom offers them an opportunity to attend meetings even if they are traveling and don’t have access to a computer in front of them.

This integration also helps you save money because you don’t have to buy multiple accounts for every product you offer. For example, if you want to offer your clients free cloud storage, you would need an account with Google Drive, Dropbox, Amazon S3, etc. At the same time, if you want to provide mobile apps for your employees, you also need accounts with Apple’s App Store or Google Play Store. With Zoho CRM and Zoom integration, you won’t have to spend money on creating or maintaining different accounts; you simply need one account for all of your products.

Benefits of Integration of Zoho CRM and Zoom

  • Your clients and employees will be able to communicate with you instantly from any device via Zoom video conferencing software.
  • There are no limits on the number of meetings you can have at once (however, please note that some restrictions may apply depending on the plan you choose for your Zoho CRM account.
  • You don’t need additional accounts for all of your products/services (for example, if you want to provide cloud storage for your clients but also want to sell mobile apps for your employees. You simply need one account for all of your needs.

In conclusion, the integration of Zoho CRM and Zoom can benefit both small-scale and large-scale businesses; however, this integration depends on how you want to use it. If you are a small businessman who manages a few clients or a freelancer who doesn’t require many features, then there is no need for this integration. However, if you are a small-scale business that wants to offer cloud storage or mobile apps to its clients/employees or a large-scale company that wants more than one product/service, then this integration makes sense. This integration will save both you and your clients/employees money because it will eliminate the need for additional accounts for each product/service you offer. In addition, the integration will allow your clients/employees to communicate with you instantly from any device without having to worry about missing important meetings because they can join meetings from their mobile devices even when they are traveling and don’t have access to a computer in front of them.

The process to integrate Zoho CRM and Zoom 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.