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Prefinery

Prefinery + Zoho CRM Integration

With just one click, you're all set with the Prefinery & Zoho CRM integrations.

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One Click & Ready-to-Use Prefinery & Zoho CRM Integrations

Automate anything with Prefinery & Zoho CRM Integrations!

Prefinery

When this happens

Triggers

Prefinery

Do this

Actions

Prefinery

Let's Connect

Let's Connect

Prefinery

When this happens

TRIGGERS

All Events
All Events

Trigger at all the event that will happen inside application.

active
New Module Entry
New Module Entry

Triggers when a new entry is created in the specific module.

active
User Created
User Created

Trigger when new user is created inside project, irrespective of their status.

active
New Module Entry (Instant)
New Module Entry (Instant)

Triggers when a new entry is created in the specific module.

active
User Updated
User Updated

Triggered when a user is updated or modified.

active
Update Module Entry (Instant)
Update Module Entry (Instant)

Triggers when an existing entry is updated in the specific module.

active
User Imported
User Imported

Triggered when a user imported in the porject.

active
Update Module Entry
Update Module Entry

Triggers when an existing entry is updated in the specific module.

active
User Applied
User Applied

Triggered when a user applies.

active
User Invited
User Invited

Triggered when a user is invited.

active
User Rejected
User Rejected

Triggered when a user is rejected.

active
User Activated
User Activated

Triggered when a user is activated.

active
User Suspended
User Suspended

Triggered when a user is suspended.

active
User Deleted
User Deleted

Triggered when a user is deleted.

active
User Unsubscribed
User Unsubscribed

Triggered when a user unsubscribes from receiving emails.

active
User Resubscribed
User Resubscribed

Triggered when a user re-subscribes to receive emails.

active
Referral Created
Referral Created

Triggered when a new referral is created.

active
Prefinery

Do this

Actions

Create User
Create User

This enpoint lets you create a new user for particular project.

active
Insert/Update Record
Insert/Update Record

Creates or updates a record in specified module (Contact, Deal, Lead, Task, etc).

active
Update User
Update User

This enpoint lets you update the user for particular project.

active
Create Contact
Create Contact

Creates a contact.

active
Unsubscribe User
Unsubscribe User

This enpoint lets you unsubscribe User for particular project.

active
Create Account
Create Account

Creates a new account.

active
Trigger Reward
Trigger Reward

This enpoint lets you manually issue a specific reward to someone.

active
Create Deal
Create Deal

Creates a new Deal.

active
Delete User
Delete User

This enpoint lets you Delete User for particular project.

active
Create Product
Create Product

Creates a new product.

active
Create Quote
Create Quote

Creates a new quote.

active
Create Lead Call
Create Lead Call

Creates a new call for a lead.

active
Create Contact Task
Create Contact Task

Creates a new task for a contact.

active
Create Sales Order
Create Sales Order

Creates a new sales order.

active
Create Contact Call
Create Contact Call

Creates a new call for a contact.

active
Create Invoice
Create Invoice

Creates a new invoice.

active
Create Lead Task
Create Lead Task

Creates a new task for a lead.

active
Add Tag to Contact
Add Tag to Contact

Adds a tag to a contact.

active
Convert Lead
Convert Lead

Converts a lead.

active
Find or Create Contact
Find or Create Contact

Finds or Creates a contact.

active
Add Notes to Module
Add Notes to Module

Adds notes to a specific module.

active
Search Lead
Search Lead

Search lead by email.

active
Search Contact
Search Contact

Search contact by email.

active
Find or Create Lead
Find or Create Lead

Finds or creates a lead.

active
Add Tag to Lead
Add Tag to Lead

Adds a tag to lead.

active
Insert/Update Record with Assignment Rule
Insert/Update Record with Assignment Rule

Creates or updates a record in specified module (Contact, Deal, Lead, Task, etc).

active
Update Deal
Update Deal

Creates or updates a record in specified module (Contact, Deal, Lead, Task, etc).

active
Update Account
Update Account

Updates an existing account.

active
Update Contact
Update Contact

Updates an existing contact.

active
Get Sales Order
Get Sales Order

Get a specific sales order detail.

active
Get Quote
Get Quote

Get a specific quote detail.

active
Get Lead
Get Lead

Get a specific lead detail.

active
Get lead Metadata
Get lead Metadata

Retrieves all the lead metadata.

active
Get Contact
Get Contact

Get a specific contact details.

active
Get Invoice
Get Invoice

Get a specific invoice detail.

active
Get Product
Get Product

Get a specific product detail.

active
Get Account
Get Account

Get a specific account detail.

active
Get Deal
Get Deal

Get a specific Deal detail.

active
Update Deal
Update Deal

Updates an existing Deal.

active
Update Product
Update Product

Updates an existing product.

active
Update Quote
Update Quote

Updates an existing quote.

active
Update Sales Order
Update Sales Order

Updates an existing sales order.

active
Update Invoice
Update Invoice

Updates an existing invoice.

active
Search Lead via Phone
Search Lead via Phone

Searches for an existing lead by phone.

active
Search Contact via Phone
Search Contact via Phone

Search contact by phone number.

active
Search Module Entry
Search Module Entry

Searches for an entry in a module.

active
Delete Contact
Delete Contact

Delete a specific contact.

active
Delete Product
Delete Product

Delete a specific product.

active
Delete Lead
Delete Lead

Delete a specific lead.

active
Delete Account
Delete Account

Delete a specific account.

active
Delete Deal
Delete Deal

Delete a specific Deal.

active
Delete Invoice
Delete Invoice

Delete an existing invoice.

active
Delete Sales Order
Delete Sales Order

Delete a specific sales order.

active
Delete Quote
Delete Quote

Delete a specific quote.

active
Add Tag to Module
Add Tag to Module

Adds a tag to module.

active
Global Search
Global Search

Performs global search by word on selected module.

active
Update a Note by ID
Update a Note by ID

Update a Note by ID

active
Get a Note by ID
Get a Note by ID

Get a Note by ID

active
Get all Notes
Get all Notes

Get all Notes

active

🚀 Let's Connect

Prefinery

Create your custom integration by selecting the Trigger event and Action to be performed.

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  • 2,000+ Integrations Available
  • Unlimited Premium Apps
  • Unlimited Free Internal Tasks
  • Unlimited Multi-Step Workflows
  • Unlimited Path Routers
  • Trusted by 14,099+ Businesses

Run Workflows

With Pabbly Connect, you can easily connect and integrate Prefinery and Zoho CRM with different applications associated with CRM, Sales, Marketing, Productivity, or any other apps.

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Prefinery
Prefinery

CRM

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Airtable

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app2-title

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Zoho CRM

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Project Management

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CRM

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Prefinery

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Zoho CRM

Prefinery

Prefinery

Zoho CRM

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Prefinery
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Project Management

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Connect Prefinery & Zoho CRM With Over 2,000+ Apps

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Prefinery

Prefinery is a viral customer acquisition platform for product launches and closed beta programs. It helps to launch new products.

Connect Prefinery with 2,000+ More Apps

Zoho CRM

Zoho CRM is an online sales CRM software that manages your contacts, leads, and sales.

Connect Prefinery & Zoho CRM With Over 2,000+ Apps

1611236137587_1612336569-2021-02-02.png

Prefinery

Prefinery is a viral customer acquisition platform for product launches and closed beta programs. It helps to launch new products.

Connect Prefinery with 2,000+ More Apps

Zoho CRM

Zoho CRM is an online sales CRM software that manages your contacts, leads, and sales.

What is Pabbly Connect?

Pabbly Connect is an integration application that connects multiple applications together so that you can send data from one application to another application. Just 3 simple steps and you're good to go ahead with Prefinery and Zoho CRM integrations!

Prefinery

Step 1

Start building automation workflow by setting up triggers and actions.

Prefinery

Step 2

Select the apps you would like to integrate into the workflow.

Prefinery

Step 3

Enable your workflow and start saving countless hours of manual work.

Step 1

Start building automation workflow by setting up triggers and actions.

Prefinery
Step 2

Select the apps you would like to integrate into the workflow.

Prefinery
Step 3

Enable your workflow and start saving countless hours of manual work.

Prefinery
START NOW — IT'S FREE!
  • Trusted by 14,099+ Businesses
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Prefinery

Trusted by 14,099+ Businesses

Prefinery

Supports 2,000+ Integrations

Prefinery

9,396+ Video
Tutorials

Prefinery

Trusted by 14,099+ Businesses

Prefinery

30-Days Money Back Guarantee

Prefinery

3,284+
Video
Tutorials

“ I moved from Zapier to Pabbly. We’re using ~1.6M tasks per month on Pabbly, and only 150k tasks are billable per month. I highly recommend Pabbly x2 !!!! "

Prefinery

Juan Colicchio,
LGG Media

How to integrate Prefinery with Zoho CRM?

We know you want to automate your tasks and that's why are offering a step-by-step guide in integrating multiple applications.

Connect Prefinery + app2-title For Free
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Same Automation Workflows, Fewer Tasks Used

Prefinery

Unlike others, Pabbly Connect does not charge for trigger and internal steps. Do up to 3X more workflow executions with Prefinery and Zoho CRM compared to other platforms.

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Prefinery
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Pabbly is Enterprise Ready!

Prefinery

To ensure seamless operations, security, privacy and compliance needs to be coherent. Pabbly is SOC2 Type 2 and ISO 27001:2022 certified. We ensure that the customers data is protected without any lapses in the security. You're safe with us.

🔒

SOC2 Type 2 Compliant

We take pride in our SOC2 Type 2 Compliance, showcasing our dedication to rigorous audits, stringent controls, and comprehensive risk management. Your trust is our top priority, and our compliance with SOC2 standards means you can rest assured that your data is managed with the highest integrity and confidentiality.

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Prefinery

🛡️

ISO 27001:2022 Certified

At Pabbly Connect, we don't just promise security; we prove it. Our steadfast commitment is backed by the prestigious ISO 27001:2022 Certification, a testament to our world-class data protection standards. This globally recognized framework is our blueprint for securing your information, ensuring continuous improvement in our security measures.

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Customers Who Are Trusting Us!❤

Non incentivized reviews from real users.

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Frequently Asked Questions!

Get answers to most commonly asked questions.

Pabbly Connect is an integration application that connects multiple applications together, so that you can send data from one of your applications to another and sync your data across multiple applications.  Know more here

Any action performed within your workflow is considered a task. Triggers are not included in the task count. Only action steps are included. Internal tasks of Pabbly Connect, such as Filter, Router, and Formatter, are not counted as tasks.

For example, sending one lead from Facebook Lead Ad to MailChimp counts as one task. If you have a multi-step automation workflow, the task count will depend on the number of action steps. For example, sending one lead from Facebook Lead Ad to MailChimp and then to Google Sheets would count as two tasks. Learn more.

Every check made to an external application to see if there is any new data in a day is counted as an operation. So, if a check is made every 5 minutes, that is 288 operations in a day, whether or not there is any new data. However, Pabbly Connect does not charge for operations. That’s why we say we provide unlimited operations.

For example, if you have a workflow that constantly checks a Google My Business page for new reviews and sends replies, each check of the page to see if there are any new reviews counts as an operation. So, whether or not you send a reply, you will always use 288 operations in a day.

A workflow consists of a trigger and one or more action steps involving the applications you want to integrate. A workflow can have a single trigger and one or more actions. When you turn on your workflow, the action steps will run every time the trigger event occurs.

Yes, all data will be synced automatically once you set up your triggers and actions correctly. Automation software works on the principle of “set it and forget it,” running automatically around the clock for you.

Yes, Pabbly Connect includes filters and path routers for advanced automation. You can specify filters based on values coming in through triggers and webhooks.

For example, with filters and path routers, you can specify that you want to send a customer who made a purchase of more than $1000 to the MailChimp premium list and a purchase of less than $1000 to the MailChimp normal users list.

No, not at all. Unlike others, we don’t count tasks for internal apps like filters, routers, text formatters, number formatters, schedules, iterators, date/time formatters, email parsers, data forwarders, and data formatters.

Yes, Pabbly Connect supports multi-step integrations. For example, when a new payment happens in Stripe or WooCommerce, you can send the customer details to MailChimp, add the customer email to a CRM for follow-up, and receive an SMS on your phone once everything is done.

Yes, Pabbly Connect is proud to be ISO 27001:2022 certified. This certification demonstrates our commitment to maintaining the highest standards of information security. ISO 27001:2022 is a globally recognized standard that provides a framework for establishing, implementing, maintaining, and continually improving an Information Security Management System (ISMS).

The pricing plans are based on the number of tasks allotted to an account. We have plans that offer a range of task allotments, from 12,000 to 9 million tasks per month. It’s worth noting that we are the only provider who doesn’t count tasks for triggers and internal applications

Yes, we can provide you with custom plans if you need more than 7 million tasks per month. Please contact us at [email protected] for more information.

Yes, you will be eligible for all future integrations and updates at no extra cost.

Yes. You can drop an email at [email protected] for more information on it.

Yes, you can cancel your subscription at any time. Just send an email to [email protected] with your request and we will take care of it for you.

Yes, you can signup here to become an affiliate and start promoting us – https://www.pabbly.com/affiliates/

You can always post your questions in our community forum where you can quickly get replies to all of your questions.

Yes, we do have a roadmap that allows you to see what we are working on. Click here to view roadmap..

Yes, we do. Keep in mind that annual subscriptions are 25% less than monthly ones along with additional bonuses and features so if you really want to get more, we highly recommend choosing the annual subscription instead!

Tier 1: 12,000 Tasks every month 

Tier 2: 24,000 Tasks every month

Tier 3: 50,000 Tasks every month

Tier 4: 100,000 Tasks every month

Tier 5: 200,000 Tasks every month

Tier 6: 400,000 Tasks every month

Tier 7: 800,000 Tasks every month

Tier 8: 1,600,000 Tasks every month

Tier 9: 3,200,000 Tasks every month

Yes, Pabbly Connect is compliant with SOC2 Type 2 standards. This compliance signifies that our system’s design meets the trust principles set out by the American Institute of CPAs (AICPA) regarding security, availability, and confidentiality. SOC2 Type 2 compliance is particularly relevant for technology and cloud-based organizations like Pabbly, as it assures our customers that we have implemented rigorous controls to protect their data against unauthorized access and threats.

We Are Proud of Our Amazing Team 😍

Originally, we were a small team of just 50 people. Over time, our team expanded and now includes more than 100 amazing members, all working together at Pabbly.

Prefinery

Get Benefits of Multiple Applications at The Price of One!

Create, manage and promote your entire business with a single Pabbly account with access to powerful tool applications like form builder, email marketing, subscription billing & much more.

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