How to create Octopus CRM and Zoho CRM Integration

Updated: Jul 20, 2020




Design with Ease

Octopus software is LinkedIn automation tool to automate lead generation in LinkedIn..LinkedIn has 500 Million+ user base and we should definitely consider this.

Octopus CRM is LinkedIn lead generation software. We explored the tool thoroughly and felt is effective and highly influence in LinkedIn Automation tool.


Automate and simplify your work on LinkedIn


Octopus is a super automation tool for LinkedIn that automates your work and has very great features.


  • Send personalized LinkedIn message for connection for 2nd and 3rd level connections on LinkedIn

  • Send bulk LinkedIn connection messages to many of 1st level connections running upto few hundreds.

  • endorse skills of profiles for the LinkedIn contacts established (trick)

  • Browse through hundreds of profiles automatically

  • Create leads with LinkedIn


You can create your marketing funnel on LinkedIn


You could automatically connect with your target audience, then send a targeted message once the connect requests are accepted, and by doing a simple trick of endorsing some skills so that these prospects can be converted into clients by sending follow-ups. Octopus CRM allows to create a personal LinkedIn lead generation funnel. You can do multiple tasks - Add, remove, save all your prospects into your personal dashboard and start getting lead conversion results with Octopus CRM.


Evaluate performance and watch stats


You must watch your stats for your marketing efforts.

Octopus CRM lets you monitor various metrics including the number of profile views & search appearances and help you evaluate the performance of your campaigns.


LinkedIn Sales Navigator


LinkedIn Sales navigator is not required for Octopus CRM tool, though it's recommended. It can work effectively with free linked accounts too.


Zapier and Zoho CRM Integrations


For any new LinkedIn automation CRM tool, it's imperative to integrate with master CRM tools like Zoho CRM. We at KwikSync has got expertise in settinup Octopus CRM and in bonus the required integrations, as we being Integrations shop.


We provide our following services for a fee onwards of 200 USD -


a. Octopus CRM Set up with all configurations set and select right plan

b. Setup the required Integrations required for the tool

c. Provide support for a period of 20 days after tool and Integrations are setup


Background of Octopus CRM Integrations

Octopus CRM integrates with Zapier. For a client on Upwork, we have made the integration through zapier between Octopus CRM and Zoho CRM through Zapier. Leads contacted through Octopus CRM will be flown into zoho CRM contacts through Zapier. This is acheived through webhooks feature in Octopus CRM. Essentially, this helps for lead generation in Linkedin. In the same way, Octopus CRM can be integrated with Hubspot CRM through Zapier.


You can watch the video of Integrations we created for octopus crm Octopus CRM Integration.


All Linkedin Account types can be used -


  • Send automated (personalized) connection requests to 2nd and 3rd level connections on LinkedIn

  • Message bunch of 1st level connections

  • Automatically endorse skills on profiles of your target audience on LinkedIn

  • Browse through hundreds of profiles automatically

Activity Checker


Octopus CRMs track your excessive usage of LinkedIn and sends immediate notifications right after Octopus detects the excessive activity on LinkedIn.


Link Campaigns


You can send connection requests, sending an initial connect message and a follow up, later on. It enables linking your campaigns together and can get excellent results on LinkedIn.

Import / Export

You can Upload your own list of LinkedIn profiles to the Octopus CRM and can do necessary further actions or export data from LinkedIn to CSV file.


Important tip on getting more LinkedIn In mail credits


People who used LinkedIn more, would like to make of Inmail for connect or promotion of their services/product. Unfortunately, with free account Inmails are too limited. To get good Inmail credits, they need to have premium account and even this offers some limited number of Inmails.


Below is a tip to use more Inmail credits -


if you and your connection are a member of a common group, you can connect them without losing your credits as below:


  1. Visit profile page of your desired connection and check any common groups between you bo

  2. If any common group is present, a check mark will be present next to the work (member)

  3. Check the group page and select “see all members”, choose members whom you want to contact

  4. By Clicking on “send message”, you can connect with them without affecting your InMails limit.


About us -


We are a specialized agency for Zapier Monitoring service monthly at a fixed cost of $109 per month. Please visit our home page for more details and do subscribe to a free trial.


We can set up this complete Integration - Octopus CRM to Zoho CRM/CRM of your choice for $100 along with training.


For any further information, please reach us on vijaydadi@kwiksync.org.

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