Integrate Zoho Connect with Zoho CRM
Send information between Zoho Connect and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Connect and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Network member added
Triggers when a new member is added to the selected network
Task status updated
Triggers when a task status is updated in the selected board
Event created
Triggers when a new event is created
Task completed
Triggers when a task is completed in the selected board
Announcement created
Triggers when a new announcement is created in the selected group
Group member added
Triggers when a new member is added to the selected group
User name mentioned
Triggers when your user name is mentioned
Poll started
Triggers when a new poll is started in the selected group
Status posted
Triggers when a new status is posted
Task created
Triggers when a new task is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
New module
Triggers when a new module is created
User created or updated
Triggers when the details of an existing user are created or updated
All Actions - Actions are the automated tasks
Create status
Creates a new status in the selected group
Create group event
Creates a new group event
Create post
Creates a new forum post
Create comment
Creates a comment for a post
Add member to group
Adds a member to the selected group
Create private task
Creates a new private task
Create task in section
Creates a new task in the selected section
Invite user
Invites a user to the selected network
Add member to board
Adds a member to the selected board
Create private event
Creates a new private event
Create group
Creates a new group in the selected network
Create board
Creates a new board
Create checklist
Creates a checklist for the specified task
Archive board
Archives the selected board
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
Unarchive board
Unarchives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update related module entry
Relates an entry in this module with an entry in another module
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Add tags
Adds tags to the specified record
Remove tags
Removes tags from the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches a user by name or email address
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
Similar apps
What is Zoho CRM?
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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