Marketing and Business Intelligence

Marketing and Business Intelligence

Zoho Integration CRM and Make

La zoho integration CRM with Make (formerly known as Integromat) is a powerful solution that allows you to automate workflows and synchronize data between Zoho CRM and various applications in a simple way. Make is an automation platform that makes it easy to create connections (called scenarios) between different applications and services, allowing businesses to automate repetitive processes without the need for advanced programming knowledge.

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Zoho CRM + Make

zoho crm and make

Workflow Automation:

Make allows you to create automated workflows between Zoho CRM and other applications such as marketing tools, billing systems, customer support platforms, among others.

For example, you can automate the creation of a new contact in Zoho CRM when a customer fills out a form in a survey tool or signs up for a newsletter.

Data Synchronization:

The integration allows you to sync data in real-time between Zoho CRM and other applications, ensuring that contact information, sales opportunities, products and other records are up to date across all systems used by the company.

This is useful to avoid data duplication and maintain consistency of information across all systems.

Data Enrichment:

Make makes it easy to automate data enrichment processes, such as updating contact information in Zoho CRM from data from other applications.

For example, you can set up a flow that, when you create a new contact in Zoho CRM, look up additional information in an external database and automatically add it to the record.

Automatic Notifications and Alerts:

Automatic notifications can be set up for specific events in Zoho CRM, such as when a new opportunity closes or when a customer makes a purchase.

Alerts can be sent to communication tools like Slack, Microsoft Teams, or via email, improving internal communication and team responsiveness.

Creating Custom Reports and Dashboards:

Make allows you to extract data from Zoho CRM and combine them with data from other applications to create custom reports and dashboards.

This helps businesses visualize key performance metrics in one place, making analysis and decision making easier.

Benefits of Integration:

  • Time Saving and Reduction of Manual Errors: By automating repetitive tasks and synchronizing data, businesses can significantly reduce time spent on manual tasks and human errors, allowing teams to focus on strategic activities.
  • Greater Flexibility: Make offers a visual drag-and-drop interface, making it easy to create complex workflows without any coding. This allows users to customize the integration to their specific business needs.
  • Wide Connectivity: With Make, Zoho CRM It can connect with thousands of applications and services, from marketing and social media tools to eCommerce platforms and accounting systems, creating a comprehensive ecosystem for business management.

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Make + Zoho CRM: Get the most out of your potential

Workflow Automation:

Make allows you to create automated workflows between Zoho CRM and other applications such as marketing tools, billing systems, customer support platforms, among others.

For example, you can automate the creation of a new contact in Zoho CRM when a customer fills out a form in a survey tool or signs up for a newsletter.

Data Synchronization:

The integration allows you to sync data in real-time between Zoho CRM and other applications, ensuring that contact information, sales opportunities, products and other records are up to date across all systems used by the company.

This is useful to avoid data duplication and maintain consistency of information across all systems.

Data Enrichment:

Make makes it easy to automate data enrichment processes, such as updating contact information in Zoho CRM from data from other applications.

For example, you can set up a flow that, when you create a new contact in Zoho CRM, look up additional information in an external database and automatically add it to the record.

Automatic Notifications and Alerts:

Automatic notifications can be set up for specific events in Zoho CRM, such as when a new opportunity closes or when a customer makes a purchase.

Alerts can be sent to communication tools like Slack, Microsoft Teams, or via email, improving internal communication and team responsiveness.

Creating Custom Reports and Dashboards:

Make allows you to extract data from Zoho CRM and combine them with data from other applications to create custom reports and dashboards.

This helps businesses visualize key performance metrics in one place, making analysis and decision making easier.

Benefits of Integration:

  • Time Saving and Reduction of Manual Errors: By automating repetitive tasks and synchronizing data, businesses can significantly reduce time spent on manual tasks and human errors, allowing teams to focus on strategic activities.
  • Greater Flexibility: Make offers a visual drag-and-drop interface, making it easy to create complex workflows without any coding. This allows users to customize the integration to their specific business needs.
  • Wide Connectivity: With Make, Zoho CRM It can connect with thousands of applications and services, from marketing and social media tools to eCommerce platforms and accounting systems, creating a comprehensive ecosystem for business management.

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