Zapier Zoho CRM Intgeration

Zapier Zoho CRM integration is one of the famous integrations of Zapier because Zoho CRM is all-in-one Customer Relationship Management software that can handle your Sales, marketing, and customer support. But you need to purchase a paid plan from Zapier because Zoho CRM is a premium app in Zapier.

Zoho CRM Integration with Zapier

Here is the complete process of Zapier integration with Zoho CRM we chose a famous integration “Create Zoho CRM leads using Zapier Webhooks”. Follow these steps to complete your integration process.

• Go to the Zapier website and  Sign up if you haven’t an account then log in 
• Click on the button Create a Zap and you will see a drop down then click on Zaps.
• A new window will open and you will see two options Trigger and Action, Click on Trigger and Choose Zapier Webhooks as the Trigger app.
• Select Catch Hook as the trigger event then click on Continue
• Now fill the Trigger field with the name “Pick off a Child Key”.
• Now click on Continue and Test The trigger if the trigger tested successfully go to the next step.
• Choose Zoho CRM as an action app.
• Select Create/Update Module Entry as an action event and Click on the Continue button.
• This time connect the Zoho CRM account with Zapier.
• Fill in the necessary action fields then click on the continue button.
• Now test the action step. If the action step is tested successfully then publish the Zap and enjoy your automation.

Conclusion 

Zapier and Zoho CRM integration is very beneficial for every business because Zapier is famous for its automation and Zoho CRM is like all-in-one software. Make a Zap that can create Zoho CRM leads using Zapier webhooks with step by step process.