Zoho CRM

Zoho CRM Updates

Zoho CRM mention · August 28, 2018

Ruler Analytics Uses Automation to Democratize Data with Customers

"As different problems arise, I often find Zapier has a solution."Ian Leadbetter, Directer, Ruler Analytics Data matters. It's how you can tell if your marketing campaigns pay off, and which ones offer the most return on your investment and where to focus next time. But if that data lives...read more
Zoho CRM update · May 7, 2018

New for Our Zoho CRM Integration: Keep Track of Updated Leads

When your leads get updated, odds are something needs done. You'll need to get in touch with them, perhaps, update a contract, or start a new project. Zapier's new Zoho CRM Updated Lead Trigger can make sure those tasks get completed automatically. Make new Zaps with the Updated Lead Trigger,...read more
Zoho CRM mention · June 7, 2017

The 16 Best Free CRM Apps

Ever gotten on a call with someone, only to mispronounce their name or forget which company they work for? Perhaps you needed to email the finance team at a supplier, but can't remember who to contact? That's why you need a CRM or customer relationship manager. Like a super-powered...read more
Zoho CRM update · December 27, 2016

Updates for Zoho CRM: Find Existing Contacts and Leads or Create New Ones

Zapier can now search for existing contacts in Zoho CRM—or, if the contact you're looking for doesn't yet exist, Zapier will create it. That way, you can rest assured that your CRM is up-to-date without ever creating duplicate contact records. What's New with Zoho CRM New Options for Search Actions...read more
Zoho CRM mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting socks:...read more
Zoho CRM mention · September 23, 2014

The 25 Best CRM Apps for Every Business

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses. Things change. That’s good: business is growing and you have more people than ever to keep...read more
Zoho CRM update · March 28, 2013

Elegant Date and Datetime Support for ZohoCRM

Now we can intelligently place dates and times into ZohoCRM standard and custom fields. That means we will do our best to interpret values like "2015-02-16" as well as "tomorrow" or "next friday at 5pm", automatically! Explore some sample Zap templates for ZohoCRM with Mailchimp, Wufoo and AWeber (and many...read more
Zoho CRM update · December 13, 2012

Instant Webhooks

Now you can get instant triggers for Zoho (as long as you are on the enterprise plan)! This is especially helpful because Zoho has really tight API limits. read more
Zoho CRM update · November 17, 2012

Custom Views

We can now trigger off of complex logic (IE: only Leads/Contacts/etc.. that are open, or have a particular custom field) via Zoho's handy custom views! read more

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