If you’re a small to mid-sized business, Zoho CRM can be your best friend when it comes to managing sales. The customer relationship management tool can help you track new leads, log customer engagements, and create personalized campaigns to generate more conversions.
That data shouldn’t live in a silo; you’ll want to transfer it to your other apps so you can act on it. But your time is valuable and you’ll want to avoid doing this manually as errors can easily happen.
Enter: automation. By using Zapier to connect Zoho CRM to your other apps, you can create Zaps—our word for workflows—to automatically manage new leads, follow up with them, and notify your sales team. Here are the best ways to use the Zapier Zoho CRM integration.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Add and manage new leads and customers
When it comes to converting leads, time is of the essence. The sooner you reach out to leads after they express interest in your business, the higher the chance you have of converting them into customers.
That’s why it’s important to add new leads to your CRM as soon as they click on an ad or fill out an online form. If you’re doing this step manually, you’re missing out on the very short window that your engaged lead expects a response. Plus, you risk making mistakes and adding the wrong information.
No matter where your leads come from—whether it’s an ad, a website form, or a new payment—you can instantly add them to Zoho CRM with automation.
From ad & conversion tools
From forms
From payments and orders
Get notified about new leads
The hard part’s done: You’ve managed to get an influx of leads through various sources. But your job’s not over yet.
Once those prospects land in your CRM, you need to know as soon as possible so you can act on the opportunity while their interest is fresh. But manually checking your CRM and triaging leads to the right members of your sales team takes time—and leaves room for error.
Use these Zaps to get notified automatically in your team chat app or via email whenever you get a new lead. That way, you and your team can get to work right away.
Follow up with leads right away
New leads are as engaged as they’ll ever be, so you’ll want to be sure to reach out right away—whether that’s via email, SMS, or both. Use these Zaps to add leads to your marketing campaigns as soon as you add them to Zoho CRM.
Back up important contact data
One benefit of automatically adding leads to Zoho CRM is that you don’t have to transfer and reformat your lead data from a spreadsheet to the platform.
Sometimes though, things break. And when they do, it’s a life-saver to have that data backed up in one place.
Spreadsheets are a perfect place to save a copy of all your contacts’ information. They keep a tidy, accurate record of your contact history. And, in the event of lost data in your CRM, they’re easy to re-upload. With Zapier, you can add lead and customer data straight to your spreadsheet without worrying about manually copying the data from Zoho CRM.
Use webhooks to connect Zoho CRM to just about everything else
Zapier connects with a lot of apps. Like, a lot a lot. But if you use an app that doesn’t have a Zapier integration, there’s another option: webhooks. If your app has webhook functionality, you can use Webhooks by Zapier to connect it to Zoho CRM.
Automate and streamline your sales
Automation is an important tool for delivering a more personal and effective customer experience. From adding new leads to subscribing them to campaigns to maintaining accurate and up-to-date records, Zapier can automate it all.
This article was originally published in August 2022. It was most recently updated in March 2024 by Elena Alston.
