Zoho CRM + WhatConverts Integration

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1.

Contact is created in Zoho CRM
Contact is updated in Zoho CRM
Module entry is created/updated in Zoho CRM Instant
Module entry is updated in Zoho CRM Instant
Module entry is added in Zoho CRM Instant
Lead is created in Zoho CRM
Lead is updated in Zoho CRM
User is created in Zoho CRM
Lead is created in WhatConverts Instant
Lead is updated in WhatConverts Instant

2.

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Ready Workflows for Zoho CRM + WhatConverts Integration

Just click on the workflow you want to automate

Most popular automations

Create Zoho CRM module for new WhatConverts contact

When a new contact is created in your WhatConverts, you can automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

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Create WhatConverts contact for new Zoho CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Zoho CRM - WhatConverts integration, anytime a new Zoho CRM contact is created, an WhatConverts contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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Create Zoho CRM contact for new WhatConverts contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this WhatConverts - Zoho CRM integration, anytime a new WhatConverts contact is created, an Zoho CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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When Contact is created in Zoho CRM > Check condition > Create lead in WhatConverts

Zoho CRM + WhatConverts Integration

When User is created in Zoho CRM > Check condition > Create lead in WhatConverts

Zoho CRM + WhatConverts Integration

When Lead is created in Zoho CRM > Check condition > Create lead in WhatConverts

Zoho CRM + WhatConverts Integration

When New lead is received in WhatConverts > Check condition > Convert lead in Zoho CRM

WhatConverts + Zoho CRM Integration

When Module entry is created/updated in Zoho CRM > Check any condition > Create lead in WhatConverts

Zoho CRM + WhatConverts Integration

When Module entry is added in Zoho CRM > Check any condition > Create lead in WhatConverts

Zoho CRM + WhatConverts Integration

When New lead is received in WhatConverts > Search contact in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM > (Else) > Convert lead in Zoho CRM

WhatConverts + Zoho CRM Integration

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Who Is This Integration For?

Marketing Agencies

Small Businesses

Real Estate Agents

Digital Marketers

Ecommerce Store Owners

Marketing Agencies

Marketing agencies often struggle to efficiently track lead sources and quickly follow up with potential leads. Integrating WhatConverts with ZohoCRM helps them manage and act on leads gathered from various campaigns seamlessly.

Small Businesses

Small businesses frequently miss out on converting potential customers because their sales processes are not automated. By connecting WhatConverts with ZohoCRM, they can ensure that every potential lead is captured and tracked efficiently.

Real Estate Agents

Real estate agents need timely and organized access to leads in order to convert them into clients. The integration allows them to readily access contact data and follow up with leads from their marketing efforts.

Digital Marketers

Digital marketers face challenges in measuring the effectiveness of multiple advertising campaigns. By syncing WhatConverts with ZohoCRM, they can better analyze lead information and its conversion path, improving campaign decisions.

Ecommerce Store Owners

Ecommerce store owners often have difficulty managing and nurturing leads effectively. This integration helps them to capture potential customers from diverse online campaigns and manage them through an automated CRM process.

Try This Integration – No Code Needed

What Can You Automate With Zoho CRM + WhatConverts

Automatically Add New Leads from WhatConverts to ZohoCRM

Whenever a lead is captured in WhatConverts, you can automatically create a new contact in ZohoCRM. This ensures that no lead data goes unnoticed, helping you follow up without missing a beat.

Tag Leads in ZohoCRM Based on Source from WhatConverts

Upon capturing a lead in WhatConverts, you can tag the contact in ZohoCRM based on the source campaign. This allows you to organize leads and tailor your follow-up strategy effectively.

Create ZohoCRM Deals for Qualified Leads from WhatConverts

When a qualified lead is identified in WhatConverts, you can automatically create a deal in ZohoCRM. This helps you track sales opportunities and manage them through your sales pipeline efficiently.

Schedule Follow-Up Tasks in ZohoCRM for New Leads from WhatConverts

You can automatically set up follow-up tasks in ZohoCRM each time a lead is generated through WhatConverts. This keeps your team proactive in reaching out to new prospects and nurturing these leads.

Send Notification to Sales Team for New Leads Captured

Each time a new lead is captured in WhatConverts, you can trigger an alert to your sales team via ZohoCRM. This ensures that the team is immediately informed and ready to engage with potential customers.

And much more...

Start Automating In Minutes

Top 10 Most Popular Zoho CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create Zoho CRM module for new Elementor Forms form submission

Create Zoho CRM module for new whatsapp event received in WA Web Plus

Create Zoho CRM module for new Google Sheets row

Send AiSensy template message for updated Zoho CRM module

Create Zoho CRM module for new Elite Funnels form submission

Create Zoho CRM module for new Elementor Forms form submission

Create Zoho CRM module for new whatsapp event received in WA Web Plus

Create Zoho CRM module for new Google Sheets row

Send AiSensy template message for updated Zoho CRM module

Create Zoho CRM module for new Elite Funnels form submission

Create Zoho CRM module for new message received in WhatsApp

Create Zoho CRM contact for new Google Sheets row

Create Zoho CRM module for new WPForms form submission

Create Zoho CRM module for new Webflow form submission

Create Zoho CRM module for new Tally response

Create Zoho CRM module for new message received in WhatsApp

Create Zoho CRM contact for new Google Sheets row

Create Zoho CRM module for new WPForms form submission

Create Zoho CRM module for new Webflow form submission

Create Zoho CRM module for new Tally response

Top 10 Most Popular WhatConverts Automations from
Integrately Community

Most popular

01

Create Monday.com item for new WhatConverts contact

02

Create Google Sheets row for new WhatConverts contact

03

Create WhatConverts contact for new tawk.to chat

04

Create WhatConverts contact for new WPForms form submission

05

Create WhatConverts contact for new Marquiz lead

cloud

app integration

06

Create ActiveCampaign contact for new WhatConverts contact

07

Create WhatConverts contact for new GroovePages response

08

Create WhatConverts contact for new HappyForms form submission

09

Create WhatConverts contact for new Elite Funnels form submission

10

Create WhatConverts contact for new Bit Form response

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Connect Zoho CRM + WhatConverts Now

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You Can Also Connect Zoho CRM or WhatConverts With 1400+ Other Apps

Zoho CRM

ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

See Zoho CRM Integrations

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WhatConverts

WhatConverts integrates directly with your favorite marketing tools to show how each channel performs for each stage of the customer journey, from ad click to signup and referral.

See WhatConverts Integrations

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