3 Powerful Ways to Use Zoom + Zoho CRM Integrations

Introduction

Business automation has shown consistent potential in the market. It’s helping millions of businesses grow through its ability to decrease manual work and increase productivity by automating all the processes. 

There are many tools that are still evolving, to simplify workflows that quickly run out of time because of too many manual tasks. 

Automation has really done an excellent job of saving time, and money and improving efficiency in businesses. 

In fact, Zoom and Zoho CRM are one of those useful applications that you may use in your daily workflow. So connecting them together can actually increase a lot of efficiency in your work.

How Does Zoom Work?

Zoom is a video-conferencing application where you can host business meetings with a number of participants and collaborate with them. With Zoom, you can connect with over 100 participants under an unpaid plan and more than 100 with a paid plan. 

Zoom has a lot of features that make video meetings successful. Members can even change their backgrounds, chat, raise hands, etc to connect with each other. Since Zoom offers a platform to connect with anyone anywhere, it’s like a needy application required on daily basis. So it can be integrated and automated easily.

How Does Zoho CRM Work?

Zoho CRM is a SaaS-based customer relationship management (CRM) software solution. It helps manage sales data, marketing, contacts, customer support, and other company tasks in a single integrated platform.

Because Zoho emphasises Customer Relationships and prioritises its experience, it has a popular space in the market. No wonder it has over 150 million users in over 180 countries for the experience it offers.

Why Integrate Zoom + Zoho CRM

The main reason to integrate Zoom + Zoho CRM can be the necessity of both applications in your workflow. As a business, you need both a Customer Management tool and a video conferencing app to communicate and collaborate better with your customers.

You can save much time from manual tasks, and enhance results that you were lacking otherwise.

Advantages of Connecting Zoom + Zoho CRM

Here are some advantages of connecting Zoom + Zoho CRM

1. Automatically syncs data between the app
2. The automation works on your behalf
3. Saves money and energy invested on employees for doing the same tasks manually
4. Increases efficiency and productivity that results in better output

3 Powerful Ways To Connect Zoom + Zoho CRM

1. Create Zoom webinar registrant for new Zoho CRM contact
2. Create Zoom webinar registrant for new Zoho CRM module
3. Create Zoom meeting for new Zoho CRM module

Find all the powerful ways to connect Zoom + Zoho CRM or create your own integration In clicks.

How To Integrate Zoom With Zoho CRM using Integrately

Integrately is extremely simple to use. Once you have signed up on the platform, you can search for the two apps in the search bar. 

For instance, 

• You signed up on Integrately
• Then search for Zoom in the search bar
• Then integrately will show you all applications to connect with
• Search for Zoho CRM
• Click on Zoho CRM
• Integrately will automatically take you to its automation page
• Now, here you can choose your triggers, modifications and set conditions
• Once all conditions are set, you are ready to automate!