DocuSign, MailChimp, PandaDoc, and more.
Posted: Sun Dec 22, 2024 10:06 am
Some of the more common third-party apps integrated into Pipedrive through Zapier include Mailchimp, Slack, Calendly, Gravity Forms, Facebook, Asana, and Google Sheets.
5. Zoho CRM
Pricing: 4 plans, starting at $12 per user per month, with a 15-day free trial available
Zoho is renowned for its various web-based business software solutions, including marketing, service, collaboration, finance, legal, security, and sales apps. Its CRM offering, Zoho CRM, provides integrations from its app marketplace in limited amounts per plan.
Zapier is one of the many integrations on offer. In fact, Zoho CRM offers Zapier integrations for a host of its native tools through its extensive marketplace, making it one of the best CRMs for Zapier. With Zapier for Zoho CRM installed, users can build custom workflows and automations to make passing critical data between the CRM and third-party app seamless.
When Zoho CRM is connected to Zapier, users can choose from over taiwan number example 1,000 leading apps to simplify their internal processes and improve operational efficiency. Some of the most popular apps to integrate with Zoho CRM via Zapier include RingCentral, WhatsApp, Zoom, Intuit Quickbooks,
SO MANY INTEGRATIONS
Is Nutshell a perfect match for your favorite software?
Nutshell integrates with tons of software, both natively and through Zapier. See if your favorites are on the list.
LET’S SEE ‘EM
a cartoon illustration of two puzzle pieces with faces on them
How to set up a Zapier-CRM integration
Setting up your CRM-Zapier integration is relatively simple but requires you to follow a few essential steps, as follows:
Register with Zapier: Head over to the Zapier website and sign up for a Zapier account.
Create a Zap: Once signed up, you’ll have access to your Zapier dashboard, where you can search for and select your CRM app and click “Make a Zap!” to initiate the connection.
Select triggers and actions: Choose the triggers and actions you want to enable communication between your CRM and third-party app and select “Use Zap” to create each Zap.
Authenticate your software: Before Zapier and your CRM can successfully connect, you’ll need to permit them to communicate by inputting your CRM login email address and API key.
Build trigger/action template: Next, Zapier will ask you to map fields from your preferred trigger app to your action app (your CRM or the third-party app), with the option to customize data fields.
Activate your Zaps: To complete your setup, activate the automations you’ve built and use Zapier’s test function to ensure they work correctly.
5. Zoho CRM
Pricing: 4 plans, starting at $12 per user per month, with a 15-day free trial available
Zoho is renowned for its various web-based business software solutions, including marketing, service, collaboration, finance, legal, security, and sales apps. Its CRM offering, Zoho CRM, provides integrations from its app marketplace in limited amounts per plan.
Zapier is one of the many integrations on offer. In fact, Zoho CRM offers Zapier integrations for a host of its native tools through its extensive marketplace, making it one of the best CRMs for Zapier. With Zapier for Zoho CRM installed, users can build custom workflows and automations to make passing critical data between the CRM and third-party app seamless.
When Zoho CRM is connected to Zapier, users can choose from over taiwan number example 1,000 leading apps to simplify their internal processes and improve operational efficiency. Some of the most popular apps to integrate with Zoho CRM via Zapier include RingCentral, WhatsApp, Zoom, Intuit Quickbooks,
SO MANY INTEGRATIONS
Is Nutshell a perfect match for your favorite software?
Nutshell integrates with tons of software, both natively and through Zapier. See if your favorites are on the list.
LET’S SEE ‘EM
a cartoon illustration of two puzzle pieces with faces on them
How to set up a Zapier-CRM integration
Setting up your CRM-Zapier integration is relatively simple but requires you to follow a few essential steps, as follows:
Register with Zapier: Head over to the Zapier website and sign up for a Zapier account.
Create a Zap: Once signed up, you’ll have access to your Zapier dashboard, where you can search for and select your CRM app and click “Make a Zap!” to initiate the connection.
Select triggers and actions: Choose the triggers and actions you want to enable communication between your CRM and third-party app and select “Use Zap” to create each Zap.
Authenticate your software: Before Zapier and your CRM can successfully connect, you’ll need to permit them to communicate by inputting your CRM login email address and API key.
Build trigger/action template: Next, Zapier will ask you to map fields from your preferred trigger app to your action app (your CRM or the third-party app), with the option to customize data fields.
Activate your Zaps: To complete your setup, activate the automations you’ve built and use Zapier’s test function to ensure they work correctly.