PipelineCRM + Zoho Connect Integration

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Zoho Connect to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within PipelineDeals? Well now there is!

With our integration between PipelineDeals and Zoho Connect, creating task in Zoho Connect is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding task in Zoho Connect to keep your team up-to-date.

We all know the drill. You create {trigger.Event}} in your Zoho Connect, but then something comes up and you completely forget to create a corresponding task in your PipelineDeals. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - PipelineDeals integration, you can set up Integrately such that every new event created in your Zoho Connect, automatically creates a new tasks in your PipelineDeals. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.

Are you using Zoho Connect to manage your events? If so, did you know that you can also create deals in your PipelineDeals directly from Zoho Connect events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.

PipelineDeals and Zoho Connect are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in PipelineDeals, do you also create a task in Zoho Connect? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.