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Set up your first integration
Quickly connect Reply to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Reply with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Inbox Category Set for Reply" from Reply.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Reply and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Try ItTriggerInstant - New Link Clicked
Triggers when a person clicks your link in email.
Try ItTriggerInstant - New Email Opened
Triggers when a person opens your email.
Try ItTriggerInstant - New Email Replied
Triggers when a person replied.
Try ItTriggerInstant
- New Person Bounce
Triggers when an email address bounce (soft & hard).
Try ItTriggerInstant - New Emails Sent
Triggers when new email sent (first step or follow-up).
Try ItTriggerInstant - New Person Opt Out
Triggers when a person clicks opt out link.
Try ItTriggerInstant - Prospect Finished
Triggers when a prospect finishes in terms of campaign.
Try ItTriggerInstant
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Connect Reply and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Reply + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Reply and Zoho CRM
What are the key features of the integration between Reply and Zoho CRM?
Our integration supports multiple triggers and actions, such as adding new leads in Reply to Zoho CRM automatically, updating contact details when they're modified in either system, and syncing email communication logs seamlessly.
How do I set up triggers in Reply for Zoho CRM integration?
To set up triggers from Reply to Zoho CRM, navigate to your integration settings. You can choose events like 'New Contact Created' or 'Campaign Completed' as triggers that will prompt actions in Zoho CRM such as creating or updating a lead.
Can I update existing contacts in Zoho CRM using information from Reply?
Yes, updates in Reply can be reflected in Zoho CRM. By setting 'Update Contact Details' as a trigger, information like email addresses or phone numbers can be synced when they change in either application.
What happens if an email bounces back in a campaign through Reply?
If an email bounces back during a campaign, our system can trigger an action to update the lead's status or add a note within Zoho CRM indicating this event.
How does the synchronization of email communication work between Reply and Zoho CRM?
Email communication logs sync dynamically so every sent, opened, or replied-to message via Reply is updated in Zoho CRM. Configure this under email settings to ensure you maintain comprehensive communication records.
Is it possible to automate lead scoring between these two platforms?
Automating lead scoring involves setting specific criteria for leads within each platform. When integrating, you can configure rules where certain actions like email opens or clicks through Reply increase a lead’s score automatically in Zoho CRM.
What should I do if the data between both systems isn't syncing properly?
First, verify your API connections and credentials are correct within both platforms. Ensure triggers like 'New Task Created' or 'Contact Updated' are properly configured. If issues persist, we recommend contacting our support for further assistance.
