Zoho CRM offers a comprehensive customer management package, letting you manage your stock, potential deals, suppliers, quotes and much more.
Combined with Cyclr, you can use automation workflows with your favourite third-party business applications to boost the integrity of your data, manage and automate your marketing, handle support enquiries, integrate with your website and much more!Case Studies Pre-made Integrations Features Request a Demo
Integrate the apps you run to share data and trigger actions.
Create branching workflows, blending many apps into a seamless process.
Trigger actions on dates, take the right action at the right time.
View reports and ensure your workflows run smoothly.
Support ticket generation and management platforms can be a life saver for businesses with high volumes of requests or large support teams. They allow the team to manage everything, including customer interactions, within the application, preventing issues slipping through the gaps. But what if you want this information added to your Insightly contacts and leads? Cyclr’s workflow builder lets you do that, without adding any extra work to your team.
If your support team relies on ZenDesk for support management why not create a workflow to integrate it with your Insightly CRM? You can pass data back to Insightly to ensure your contacts have complete history of interactions, or why not allow your sales team to automatically create tickets when one of their opportunities requires support assistance.
Web shops come in many forms, with popular platforms including Magento, WooCommerce and Shopify. Cyclr has you covered, with a wide range of data points to be tracked and synced, allowing you to push the data to areas of your Zoho CRM you need them the most. For example, let’s look at adding new sales from your WooCommerce shop as completed Zoho Potentials.
Your CRM holds the keys to your sales. You use it to manage contacts, track leads, run projects, record sales - it is your business. Combining this data with your emailing marketing platform allows you to create far more tailor made campaigns by managing your email marketing lists more accurately.
Cyclr’s drag and drop workflow builder allows you to link, sync and automate process between your favourite Cloud platforms. Ensure your sales and marketing teams are effectively working together by adding automated processes between their prefered systems.
Keep your mailing lists up to date with this Marketing Automation workflow. When a new contact is added to Zoho CRM it is automatically added to your Sentori account.
Keep your Pure360 list up to date with this automation workflow. When a new contact is added to Zoho CRM it is added to Pure360, updating the record if it's already in there.
Keep your email list up to date with this Zoho and MailChimp integration. This marketing automation workflow sends new Zoho CRM contacts to your MailChimp account - just select which list your want it to be added to!
Enhanse your new contact's data with this Zoho CRM & FullContact integration. When a new contact is added to Zoho it is sent to FullContact to provide additional information that is added to the record.
When a customer places an order on your Shopify eCommerce store this workflow automatically adds them (or updates their record) to your Zoho CRM, adding information about their order in the contact description.
Keep your Campaign Monitor list up to date with this marketing automation workflow. When a new Zoho CRM contact is added it is checked against your chosen Campaign Monitor list, adding it as a new contact if not listed.
Sync your website to your business systems with this cycle. This automation workflow enhances new Gravity Form entries with FullContact before sending it to Zoho CRM where it is added as new contact. It is then added to your MailChimp email list.
Full list of all Zoho CRM API methods that we provide.
|Create Account||Create a new account inside Zoho CRM.||action|
|Delete Account||Delete an account from Zoho CRM, please note this does not permanently delete the account, it just moves it to the recycle bin.||action|
|Get Accounts||Get accounts from Zoho CRM.||get|
|Update Account||Update an account in Zoho CRM.||action|
|Create Campaign||Create a campaign in Zoho CRM.||action|
|Delete Campaign||Delete a campaign in Zoho CRM, please note this does not permanently delete the campaign, it just moves it to the recycle bin.||action|
|Get Campaign||Get a campaign from Zoho CRM.||get|
|Update Campaign||Update a campaign in Zoho CRM.||action|
|Create Case||Create a case in Zoho CRM.||action|
|Delete Case||Delete a case from Zoho CRM.||action|
|Get Case||Get a case from Zoho CRM.||get|
|Update Case||Update a case in Zoho CRM.||action|
|Create Contact||Create a contact in Zoho CRM.||action|
|Delete Contact||Delete a contact from Zoho CRM, please note this does not permanently delete the contact, it just moves it to the recycle bin.||action|
|Get Contacts||Get contacts from Zoho CRM.||get|
|Get New/Updated Contacts||Get contacts from Zoho CRM that have recently been created or updated.||get|
|Update Contact||Update a contact in Zoho CRM.||action|
|Create Event||Create an event in Zoho CRM.||action|
|Delete Event||Delete an event from Zoho CRM, please note this does not permanently delete the event, it just moves it to the recycle bin.||action|
|Get Event||Get an event from Zoho CRM.||get|
|Update Event||Update an event in Zoho CRM.||action|
|Create Lead||Create a lead in Zoho CRM.||action|
|Delete Lead||Delete a lead from Zoho CRM, please note this does not permanently delete the lead, it just moves it to the recycle bin.||action|
|Get Lead||Get a lead from Zoho CRM.||get|
|Update Lead||Update a lead in Zoho CRM.||action|
|Create Potential||Create a potential in Zoho CRM.||action|
|Delete Potential||Create a potential in Zoho CRM.||action|
|Get Potential||Get a potential from Zoho CRM.||get|
|Update Potential||Update a potential in Zoho CRM.||action|
|Create Task||Create a task in Zoho CRM.||action|
|Delete Task||Delete a task from Zoho CRM.||action|
|Get Task||Get a task from Zoho CRM.||get|
|Update Task||Update a task in Zoho CRM.||action|