AppiWorks for Zoho CRM

Interact with any application directly from Zoho CRM

What is AppiWorks for Zoho CRM?

“AppiWorks for Zoho CRM” is a Zoho CRM extension that automates interaction between Zoho CRM modules and any other applications via AppiWorks platform. The AppiWorks platform is an iPaaS/ aPaaS platform that integrates and automates several applications in Accounting, Marketing, Sales, Databases, Communications, Productivity etc categories.

Why do you need it?

If you are looking at integrating Zoho CRM with external applications and getting your processes automated, look no further. AppiWorks for Zoho CRM covers you fully.

How does it work?

See the demo video on how to use AppiWorks for Zoho CRM

Key Features

✅ Auto Interaction: Automatically execute an action on an application (e.g. send a chat message) when a new contact/ lead or any record in a Zoho CRM module is created.

✅ On Demand Interaction: Choose and execute actions on applications (e.g. insert into a database) on selected contacts/ leads or any records in a Zoho CRM module.

✅ Multiple Applications: Supports all applications that are supported now and in the future on AppiWorks platform to be automatically available on Zoho CRM.

✅ Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs.

✅  Import from any app: Import data from any application into Zoho CRM with a guided setup.

✅  View Contextual data: Show related data from other external applications inside Zoho CRM

Sample Use Cases

► Send a Google Chat notification when a new lead created on Zoho CRM

► Onboard new contacts in Zoho CRM on to MailChimp for marketing

► Export 200 selected contacts from Zoho CRM into MySQL database table

► Send personalized emails via Amazon SES for selected 50 accounts in Zoho CRM

► Import contacts from Google Contacts into Zoho CRM Contacts.

► View related invoices or payments data from accounting system for a contact in Zoho CRM

► any many more from your needs and imagination

Read more Articles on AppiWorks for Zoho CRM



How to use AppiWorks For Zoho CRM?

How to create a service for automation?

Start your CRM  automation journey right from AppiWorks homepage by creating the first service.

How to create an Export service?

How to create a new connection? 

How to execute export service manually?

In manual execution, you can execute services for multiple records. 

How to create an Import service?

How to create a View service?

Hope this article will smoothen your automation journey with AppiWorks and thanks for being interested in AppiWorks for Zoho CRM.