Arahi AI

Productivity+CRM

Connect Formatting to Zoho CRM

Automate workflows between Formatting and Zoho CRM. No coding required.

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5-minute setupNo code required100 free actions/month

Popular Workflows

What you can automate

Connect Formatting and Zoho CRM to automate these workflows and more.

#1

Create contact when new item created

Add a new contact to your CRM automatically when when a new task, page, or item is created.

TriggerNew item created in Formatting

ActionCreate contact in Zoho CRM

#2

Create item when new contact created

Add a new task, page, or item automatically when when a new contact is added to your crm.

TriggerNew contact created in Zoho CRM

ActionCreate item in Formatting

#3

Sync Formatting changes to Zoho CRM

Keep Zoho CRM updated when when a task or item is marked complete.

TriggerItem completed in Formatting

ActionUpdate contact in Zoho CRM

How It Works

Connect Formatting to Zoho CRM in 4 steps

No coding required. Set up your automation in minutes.

1

Sign up free

Create your Arahi AI account. No credit card required.

2

Connect Formatting

Authorize Formatting with one click using secure OAuth.

3

Connect Zoho CRM

Same process for Zoho CRM. Takes seconds.

4

Choose workflow

Select a template or build your own. Turn it on!

Get Started Free

Benefits

Why connect Formatting and Zoho CRM?

Automate the busywork. Focus on what matters.

Create tasks automatically from CRM activities

Keep project management in sync with your pipeline

Track deal progress across your productivity tools

Automate follow-up task creation

Use Cases

Who uses this integration?

Teams across industries rely on this connection.

Project and task management

Sales teams tracking leads and deals

Teams using Formatting and Zoho CRM together

FAQ

Frequently asked questions

Everything you need to know about connecting Formatting and Zoho CRM.

How do I connect Formatting to Zoho CRM?

Sign up for Arahi AI (free), connect both Formatting and Zoho CRM with one-click OAuth, choose a workflow template, and activate. Setup takes under 5 minutes.

Is the Formatting and Zoho CRM integration free?

Yes! Arahi AI offers 100 free actions per month. Connect Formatting and Zoho CRM and run automations without a credit card.

What can I automate between Formatting and Zoho CRM?

Popular automations include: create contact when new item created, create item when new contact created, sync formatting changes to zoho crm, and many more custom workflows.

Is my data secure when connecting Formatting and Zoho CRM?

Absolutely. We use OAuth for secure authentication and never store your passwords. All data is encrypted in transit and at rest. We're SOC 2 Type II compliant.

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