Connect and Integrate
Zoho CRM with Vitally

Connect Zoho CRM to Vitally and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Zoho CRM and Vitally

Select a trigger in Zoho CRM

Choose an event in Zoho CRM like “New event in Zoho CRM,” to set off your automation.

Automate an Action in Vitally

Connect your Vitally account and select an action like “Take action in Vitally” to make your work flow.

Customize the Workflow

Build your Zoho CRM - Vitally automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Zoho CRM and Vitally
to Automate these Workflows

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Create Xero bills from updated Zoho CRM entries

Work smarter, not harder—Zoho CRM + Xero streamline every task.

Create and email sales invoices in Xero from Zoho CRM entries

Unlock a new level of ease. Zoho CRM + Xero get it done for you.

Update Xero contacts for new Zoho CRM contacts

Zoho CRM and Xero—because your workflow deserves an upgrade.

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About Zoho CRM

Zoho CRM is a cloud-based platform that streamlines sales, marketing, and customer support processes. It offers customizable tools like lead management, sales automation, and AI-powered insights. Ideal for businesses of all sizes, Zoho CRM helps enhance productivity, improve customer engagement, and drive informed decisions while integrating seamlessly with other apps.

About Vitally

Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.