Pluga + Zoho CRM: See all automation possibilities

By connecting Zoho CRM to the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

👤 Contact management

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

💰 Sales management

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

📈 Financial management

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

💬 Internal communication

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

🔔 Automatic notifications

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

How to automate Zoho CRM with Pluga?

Pluga allows you to create automations between Zoho CRM and various other apps in a simple, practical way without needing to write a single line of code. See the steps to automate your tasks and start focusing on what really matters.

Choose the source and the trigger

What is the automation trigger?

The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. Based on this choice, you can define what will happen in the destination app of your automation.
Set the destination and the action

What is an action within an automation with Zoho CRM?

An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.
Map the information

How does information mapping work?

Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.
Multi-action
Enhance your Automation

Is it possible to have more than one action?

Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.

Zoho CRM

CRM

Zoho CRM is Zoho's CRM solution, offering tools for sales automation, lead management, customer relationship management, and data analysis, helping businesses optimize their sales processes.

Visit Zoho CRM

Frequently Asked Questions

How do I connect Zoho CRM with Pluga?
With Pluga, you can connect the app Zoho CRM with over 53 other software platforms and automate various business processes and tasks. Just follow these steps:
- 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
- 2. Select the source app and trigger;
- 3. Connect the app;
- 4. Select the destination app and action;
- 5. Connect the app account;
- 6. Make the necessary adjustments, specifying which data will be sent from one app to another.
How much does it cost to automate Zoho CRM?

At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Zoho CRM and other apps.

We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

Check out Pluga's pricing page for more details.
How many automations with Zoho CRM can be made?

The number of automations between Zoho CRM and other apps on Pluga will depend on the chosen plan.
Do I need a developer to create an automation between Zoho CRM and other apps?

No. Pluga is an intuitive platform that allows the creation of automations between Zoho CRM and other apps without any technical knowledge required.
What are the benefits of automating Zoho CRM with other apps?

Automating Zoho CRM with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.
Is Pluga a product of Zoho CRM?

No, Pluga is not affiliated with or created by Zoho CRM. Generally, Pluga accesses the documentation provided by Zoho CRM and independently develops the available integrations. Any mentions of Pluga on the Zoho CRM website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.

Automations withZoho CRM

Connect Zoho CRM with +53 apps

Automations with Zoho CRM

Hotmart

HubSpot

Eduzz

Bling

Webflow

Squarespace

Pagar.me

Asaas

Microsoft Outlook

JivoChat

Superlógica Assinaturas

PagBank

monday.com

Calendly

Olist ERP (Tiny ERP)

Clicksign

Ramper Marketing

Gmail

Leadlovers

RD Station Marketing

ClickUp

ActiveCampaign

Airtable

Linkedin Lead Ads

Omie ERP

Trello

ZapSign

TikTok Ads

Gravity Forms

Asana

Kiwify

MemberKit

Jotform

Zendesk

Google Sheets

Mailchimp

Pluga Webhooks

E-goi

Facebook Lead Ads

Intercom

Adobe Commerce 1.X (Magento)

Google Contacts

Manychat

Excel

Typeform

Mautic

MercadoPago

PayPal

Stripe

Vindi Recorrência

Google Lead Form

Pipefy

Google Calendar

Possibilities with Zoho CRM

Create automations with Zoho CRM and say goodbye to manual (and tedious) tasks!

Automatic transfer of your contacts' information to other apps

Automate your sales tracking

Automated financial control

Reduce communication noise - and rework!

Customized alerts for customers

How to automate Zoho CRM with Pluga?

Choose the source and the trigger

Set the destination and the action

Map the information

Enhance your Automation

Zoho CRM

Frequently Asked Questions

Ready to automate your business? Start now in under 2 minutes.

Automations with
Zoho CRM

Create automations with Zoho CRM
and say goodbye to manual (and tedious) tasks!