Zoho CRM Integrations

Sometimes, Google Sheets works as a simple, lightweight lead-collection database. But it always helps to collect your leads in a robust CRM like Zoho CRM to manage them and track your marketing performance.

However, you can’t be spending time copying every new lead from Google Sheets into Zoho CRM manually. Just hand that work over to this readymade Google Sheets to Zoho CRM integration template. With that, Automate.io will save every new row on your Google spreadsheet as a lead in your Zoho CRM. You also get the freedom only to map the fields that you want between these two apps.

It’s simple, time-saving, and removes all the burden of manual work.

A personal welcome email is a great way to start a relationship with a new lead. But what if you don’t have the time to send out emails manually to your new leads? Of course, you cannot ignore welcoming them or miss out on personalizing the email.

That’s where this readymade Zoho CRM to Gmail integration template comes in. With this integration, Automate.io takes over for you and sends out a welcome email via Gmail to every new Zoho CRM lead automatically. And, based on the data that you collect from your leads, you can even make custom changes to this integration so that each of your lead receives a personalized email from you.

With this job delegated to Automate.io, you will have more time to do what’s important for your business—converting leads into customers.

In Zoho CRM, contacts are people with whom you communicate for business opportunities. So, it’s essential to save them as subscribers on a tool like Mailchimp to keep in touch with them later. But adding each contact manually to your Mailchimp list takes forever, and you can work smart by automating this task.

With this simple and readymade Zoho CRM to Mailchimp integration template, you can set up the automation. This integration saves every new Zoho CRM contact as a subscriber on a Mailchimp list of your choice automatically. You also have the flexibility to segment the subscribers, which further helps you in running targeted marketing campaigns.

Add your new Shopify customers as contacts to your Zoho CRM automatically with this readymade Shopify to Zoho CRM integration template.

To set up this integration, first, connect your Shopify and Zoho CRM accounts to Automate.io. Then, drag and drop the customer data you need from Shopify’s Output Fields to the Input Fields in Zoho CRM. The standard fields such as Email Address, First Name, and Last Name are already mapped for you. But you can map any other fields you need or modify existing mapping based on your needs.

After setting up the integration, turn it ON and proceed to test it. Automate.io takes over from here on and automatically copies every new Shopify customer as a contact in your Zoho CRM.

Note: If you want to add your new Shopify customers as leads or accounts instead of contacts, just change the Zoho CRM action to whatever that is appropriate.