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Automate Zoho CRM API Workflows with Make.com, n8n and Zapier

Boost your sales efficiency by automating repetitive tasks such as lead assignment, follow-ups, and updates within Zoho CRM. Streamline your workflow integration using platforms like Make and Zapier for better business outcomes.

When a New Lead Created
Solution
1. Trigger Lead Assignments

Automatically assign the lead to a specific salesperson.

Update a Google Sheet
Solution
2. Sync CRM Leads with Sheets

Keep Excel sheets updated with new lead data.

Send an Email Notification
Solution
3. Notify Sales Team Instantly

Alert team members on new assignments.

Create a Task in Asana
Solution
4. Create Follow-Up Task

Ensure follow-ups are scheduled immediately.

Add a Contact to Mailchimp
Solution
5. Add to Newsletter

Automatically subscribe new leads to newsletters.

- Repeat -

Automation Benefits

Why Automate Zoho CRM?

Leveraging automation tools with Zoho CRM can dramatically enhance your sales process productivity and accuracy.

Enhanced Sales Efficiency

Reduce manual processes, allowing reps to focus on closing deals.

Improved Data Accuracy

Automate data entry to boost accuracy and reliability.

Time-Saving Workflow

Automate repetitive tasks to free up valuable time.

Seamless Communication

Automatic alerts ensure that no communication is missed.

Cross-Platform Synchronization

Keep your data consistent across all platforms.

Streamlined Lead Management

Ensure no lead is forgotten with automatic reminders and follow-ups.

Features

Unlock Key Zoho CRM Features

Enhance Zoho CRM functionalities by integrating with powerful automation platforms.

  • 1
    Automated Lead Assignment

    Assign new leads to sales reps based on custom criteria instantly.

  • 2
    Real-Time Data Sync

    Automatically update contact and sales data across platforms.

  • 3
    Custom Notifications

    Receive notifications and alerts for critical activities in real-time.

Feature

Outcomes

Maximize Sales & Efficiency

Achieving seamless operations within Zoho CRM translates into significant business growth and efficiency.

75%
Improved Lead Conversion
50%
Faster Response Times
30%
Increased Productivity

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Zoho CRM automation use cases

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FAQ

Zoho CRM Automation FAQs

Explore common questions and answers that businesses have about automating processes within Zoho CRM using integration platforms.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required