Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
CRM (Customer Relationship Management)
Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Zoho CRM is one of the best customer relationship management apps on the market. It has the features you need to keep track of your contacts, leads, and deals, and turn that data into detailed reports. Zoho CRM has a free limited version for small teams of three or fewer people, making it a great option for entrepreneurs and startup companies that are very small now but plan to grow. Very few CRMs offer a free tier of service. And because this app is made by Zoho, it integrates easily with other business apps from the company.The look and design of Zoho CRM is similar to other Zoho apps, as well, so the interface will be familiar to anyone already working with Zoho products. As to integrations, you can initiate meetings with contacts in your CRM database by using Zoho Meetings, you can email them with Zoho Mail and attach files to your deals from Zoho Docs. If you use apps outside the Zoho suite, such as G Suite, many of those apps can integrate with Zoho CRM, too. There’s even a built in form tool to help you capture leads from your site, along with WordPress, Joomla, and Facebook Page add-ons, if you use those platforms. Read MoreDeep integration with other apps lets you customize how you work with Zoho CRM. You can make your own workflows based on the way you capture leads, create bulk mail merge documents based on your contacts and document templates, and extend your CRM with custom modules. Import and export tools let you easily move your data in and out of the system as well.Zoho CRM is built around leads and deals. The app can forecast future sales and let you look back on detailed reports of your previous months' deals. Additionally, Zoho CRM includes tools for managing inventory, integrating with a call center, and more.In terms of managing your relationships with contacts, Zoho CRM gives you options for tracking their social network accounts and seeing details of past email exchanges. A tool called Pulse helps you know who in your contacts requires follow-up and which of your potential clients are the most promising.Zoho CRM is an affordable yet full-featured customer relationship management tool. It's a great option for tracking your leads and deals. It also has several tiers of service so that you can upgrade as your business grows.For more advice about customer relationship management systems, see Zapier's guide to CRM software.
Integrations
New Contact
Triggers when a new contact is created.
Get Contact Layout
Triggers on a new contact layout.
New Lead
Triggers when a new lead is created.
Get Lead Layout
Triggers on a new lead layout.
Get a list of the modules in the users' Zoho Account
Used to power a dropdown in the module_entry resource.
Get module entries
Triggers on a new list module entries.
Get searchable customfields
Triggers on a new list_searchable_customfields.
Get Module Entries
Triggers on a new Module Entries.
Get List unique fields
list unique fields.
Get Modules
Triggers on a new modules.
New Entry in Module (Instant)
Triggers when any entry is created in the specified module. Note: Requires a Zoho plan of at least "professional".
Get Latest Entries in Specified Module
Gets the latest entries in the specified module to provide examples for the webhook below.
Get Layout for Module
Triggers on a new layout for a specified module.
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
New or Updated Contact
Triggers when a new contact is added or modified in Zoho
New or Updated Lead
Triggers when a new lead is added or modified in Zoho
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
New User
Triggers when a new active user is added to your Zoho CRM account.
Updated Field
Triggers when selected fields are updated in particular module
Updated Module Entry
Triggers instantaneously when a module entry is updated
Add Attachment
Add attachment to the slected Module entry
Add Tag
Add new tag to existing module entries
Create Contact
Creates a new contact.
Convert Lead
Convert an existing lead to contact and account
Create Module Entry
Create module entry if entry does not exist
Create Lead
Creates a new lead.
Create Entry in Module
Creates a new entry within a specific module. Custom modules are only supported for those on Zoho's "Enterprise" plan.
Update Contact
Updates a contact.
Update Lead
Updates a lead.
Update Module Entry
Update existing entry in the selected module
Update Related Module Entry
Relates an entry in this module with an entry in another module
Create/Update Module Entry
Create or update module entries
Find Contact(Deprecated)
Finds a contact by email address.
Find Lead(Deprecated)
Finds a lead by email address.
Find Module Entry
Finds an entry in a module
Find or Create Contact
Create contact if contact does not exist
Find or Create Lead
Create Lead if contact does not exist
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
