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Quickly connect PEP Cloud to Zoho CRM with a Zapier template.
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Choose a trigger
A trigger is the event that starts your Zap—like a "Client Created" from PEP Cloud.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
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Zapier seamlessly connects PEP Cloud 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.
- Client Created
Triggers when a new client is created.
Try ItTriggerInstant - eBid Lost
Triggers when an eBid is lost.
Try ItTriggerInstant - First Name
- Last Name
- Company Name
- Address1
- Address2
- City
- State
- Zipcode
- Country
- Phone
- Fax
- Cell
- Email
- Lead?
- Lead Source
- Color Dot Color
ActionWrite- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling
- eBid Created
Triggers when an eBid is created.
Try ItTriggerInstant - eBid Won
Triggers when an eBid is won.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
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