Integrations PostGrid Print & Mail Zoho CRM
PostGrid Print & Mail + Zoho CRM

Connect PostGrid Print & Mail and Zoho CRM to Build Intelligent Automations

Choose a Trigger

PostGrid Print & Mail

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use PostGrid Print & Mail and Zoho CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Check Created

New Check Created

runs when New Check Created

New Letter Is Created

New Letter Is Created

runs when New Letter Is Created

New Postcard Is Created

New Postcard Is Created

runs when New Postcard Is Created

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

Do thisActions

Action is the task that follows automatically within your PostGrid Print & Mail integrations.

Create Contact

Create Contact

Create a contact with name, mailing address, and contact details

Create Letter

Create Letter

Create and mail a personalized letter to a recipient.

Send Physical Cheque

Send Physical Cheque

Send a printed cheque to a recipient with amount, memo, optional logo, and optional send date.

Create Postcard

Create Postcard

Creates recipient and sender contacts if needed and mails a printed postcard.

Update a lead

Update a lead

Update an existing lead by Email, Mobile and ID.

Create a Note

Create a Note

Create a note in the selected module

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Frequently Asked Questions

How do I start an integration between PostGrid Print & Mail and Zoho CRM?

To start, connect both your PostGrid Print & Mail and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Zoho CRM (or vice versa).

Can we customize how data from PostGrid Print & Mail is recorded in Zoho CRM?

Absolutely. You can customize how PostGrid Print & Mail data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between PostGrid Print & Mail and Zoho CRM?

The data sync between PostGrid Print & Mail and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from PostGrid Print & Mail to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between PostGrid Print & Mail and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between PostGrid Print & Mail and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

PostGrid Print & Mail

About PostGrid Print & Mail

PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.

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Zoho CRM

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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