Use Zoho Flow to integrate Zoho CRM with 600+ apps without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect Zoho CRM with your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt Zoho CRM integration flows to get started
Turn new 123FormBuilder submissions into Zoho CRM contacts
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Add new Zoho CRM contacts to Contact Plus
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Add new Eventbrite attendees to Zoho CRM as contacts
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Add new customers in Loyverse as contacts in Zoho CRM
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Create Zoho CRM leads for new subscribers in Mailjet
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Create Zoho CRM accounts for new accounts in Outreach
Use this flowCreate Zoho CRM calls when calls are created in Outreach
Use this flowCreate Zoho CRM contacts for new prospects in Outreach
Use this flowUpdate Zoho CRM accounts for account updates in Outreach
Use this flowUpdate Zoho CRM contacts when prospects are updated in Outreach
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Create Zoho CRM campaigns for new events in Zoho Backstage
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Add new Zoho Creator records as new contacts in Zoho CRM.
Use this flowAdd new Zoho CRM leads as customers in Loyverse
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Create Mixpanel profiles for new contacts in Zoho CRM
Use this flowCreate Outreach accounts for new accounts in Zoho CRM
Use this flowCreate Outreach prospects for new Zoho CRM contacts
Use this flowUpdate prospects in Outreach when a Zoho CRM contact is updated
Use this flowUpdate prospects in Outreach when Zoho CRM leads are updated
Use this flowCreate prospects in Outreach for new Zoho CRM leads
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Create contacts in Zoho Books for new leads in Zoho CRM
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Invite users to Zoho Sites when they're added to Zoho CRM
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Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
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Add new Zoho CRM contacts to Aircall
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Add new Zoho CRM contacts to Alegra
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Copy Zoho CRM contacts to Autopilot
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Create Easy Projects activities for tasks in Zoho CRM
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Copy Zoho CRM contacts to FreeAgent
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Add Zoho CRM contacts to QuickBooks
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Create SendinBlue contacts for new contacts in Zoho CRM
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Send Slack messages when Zoho CRM deals reach a specific stage
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Create time entries in TimeCamp for new Zoho CRM tasks
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Add new Zoho CRM users to TSheets
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Create rows in Zoho Analytics for new Zoho CRM leads
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Create Zoho Inventory sales orders from Zoho CRM sales orders
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Create rows in Zoho Sheet for closed Zoho CRM deals
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
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Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive
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Add new Zoho CRM contacts to Klaviyo
Use this flowDidn't find the Zoho CRM integration you are looking for? Create one yourself.
Popular integrations
123FormBuilder
123FormBuilder is an online form builder that comes with custom features and integrations. You can define form fields, translate fields and instructions, and also build quizzes and surveys. Category : FormsContacts+
Contacts+ is a contact management application that lets you sync data across accounts, detect duplicate contacts, scan and share business cards and more. Category : Contact ManagementEventbrite
Eventbrite is an event management tool that lets you find events nearby and create your own events. You can offer multiple ticket types, send emails to your event attendees, provide discounts, and accept payments directly on Eventbrite. Category : Popular, Event Management, Events and TicketingLoyverse
Loyverse is a POS application designed for small businesses. It lets you process transactions, keep records of inventory and sales and more. Category : Popular, AccountingMailjet
Mailjet is an email marketing tool with real-time monitoring and email statistics. You can compare campaigns, segment contact lists, and run multivariate testing. Category : EmailOutreach
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics. Category : CRM, Marketing Automation, NewZoho Backstage
Zoho Backstage is an enterprise event management tool that lets you design event websites, manage registrations, promote events, and connect with attendees efficiently. Category : Popular, Event Management, ZohoZoho Creator
Zoho Creator is a low-code app development platform that lets you launch custom, mobile-ready apps. You can create your own applications to automate workflows, automate internal processes, and manage databases. Category : Popular, App Builder, ZohoMixpanel
Mixpanel is an online tool that helps you analyze and understand user behaviour. You can track user journeys, improve retention with insights, and visualize data in different ways. Category : Ads & Analytics, PopularZoho Books
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense. Category : Accounting, New, ZohoZoho Sites
Zoho Sites is a platform for building websites. You can create pages customized to your brand, monitor site traffic with in-built SEO tools, and limit access to certain pages. Category : Websites, ZohoActiveTrail
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters. Category : Popular, Marketing AutomationZoho Cliq
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy. Category : Popular, Team Collaboration, ZohoAircall
Aircall provides a virtual call center that lets you decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and more. Category : Phone / SMSAlegra
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time. Category : AccountingAutopilot
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback. Category : Email Marketing, Marketing AutomationEasy Projects
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers. Category : Project ManagementFreeAgent
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently. Category : AccountingQuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Popular, AccountingSendinBlue
SendinBlue is marketing automation software with contact management and realtime results. You can customize email templates, test deliverability, and track campaign performance. Category : Marketing AutomationSlack
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders. Category : Popular, Team CollaborationTimeCamp
TimeCamp is a time management tool that helps you keep track of your goals and billing hours. With automatic away-time detection, filtering, and a real-time dashboard, you can stay focused on your goals. Category : Time TrackingQuickBooks Time
TSheets is time tracking software. You can view real-time reports, build employee schedules to manage payroll, and set up overtime alerts. Category : Time Tracking, HRZoho Analytics
Zoho Analytics is an online reporting and business intelligence service that helps you analyze your business data and create reports and dashboards for informed decision-making. You can merge data across different sources and have full control over who can do what with your reports. Category : Reports, Dashboard, ZohoZoho Inventory
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily. Category : Inventory Management, ZohoZoho Sheet
Zoho Sheet is an online spreadsheet application that lets you create, share, collaborate, and publish spreadsheets from anywhere. You can control access to your sheets, change language preferences, and add visuals to represent your data better. Category : Popular, Spreadsheets, ZohoZoho Sign
Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date. Category : Signatures, ZohoZoho WorkDrive
Zoho WorkDrive is an online file management platform for teams. You can share files with teams and stakeholders, keep track of usage reports, and secure folders with restricted access. Category : Files, Popular, ZohoKlaviyo
Klaviyo is ecommerce marketing software with realtime activity streams. You can create welcome emails based on browsing behaviour, show data blocks only to selected recipients, and segment your audience dynamically. Category : Popular, Email, Marketing Automation
Acuity Scheduling
Acuity Scheduling is online scheduling software that helps you schedule appointments across varying timezones. You can send customized notifications, set up billing integrations, ensure two-way sync, and embed forms and calendars. Category : Calendar, Bookings/ Scheduling, Popular
Asana
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Popular, Project Management, Team Collaboration
Basecamp 3
Basecamp 3 is a project management tool that lets you manage tasks, projects, files, and ideas. You can customize your projects, view detailed reports, bookmark important messages, and make use of Clientside tools when working with clients. Category : Popular, Project Management, Team Collaboration
BigCommerce
BigCommerce is an ecommerce platform that you can use to design and customize your online store. It provides features to set up a global store, drive traffic, convert visitors, and even analyze your business statistics. Category : Popular, E Commerce
Cliengo
Cliengo provides a chatbot for your website. You can set up the bot on multiple websites, manage contacts, and convert visitors into leads. Category : CRM
Constant Contact
Constant Contact is an email marketing software that lets you manage events, create surveys, and even add mobile-responsive coupons. You can track every click, activate autoresponders, manage contacts, and make use of the professional email templates or create your own. Category : E Commerce
Drift
Drift is a conversational marketing platform that allows you to send targeted in-app messages, set up bots to chat with visitors, and get notifications when targeted customers visit the site. Category : Customer Support
Dropbox
Dropbox is a file hosting service that lets you sync your files across devices and collaborate with your team efficiently. You can control permissions at the granular level to ensure security and privacy. Category : Popular, Customer Support
Excel
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Popular, Spreadsheets
Freedcamp
Freedcamp is a project management tool that lets you plan with calendars, set goals with tasks, and track ideas and discussions at one place. Category : Project Management
Google Calendar
Google Calendar lets you schedule meetings and events and get reminders about upcoming activities. You can schedule events, invite guests, and customize your calendar to suit your needs. Category : Calendar, Google, Popular
Google Contacts
Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere. Category : Google, Contact Management
Google Sheets
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily. Category : Google, Popular, Spreadsheets
Google Tasks
Google Tasks is a task list manager that helps keep track of your daily to-do list and deadlines. You can create tasks, organize them into lists, and add notes and due dates. Category : Google, Popular
GoToWebinar
GoToWebinar is an online conference and webinar tool. You can plan webinars, track channels that promoted signups, and record webinars to share online. Category : Webinars, Event Management
Insightly
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources. Category : CRM, Popular, Project Management
JotForm
JotForm is online form-building software that supports customization and collaboration. You can change styles, enable auto-fill, add metadata, and show or hide fields based on a user's response. Category : Forms, Popular
LiquidPlanner
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts. Category : Project Management
LiveChat
LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily. Category : Customer Support
Mailchimp
Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category : Popular, Email Marketing, Marketing Automation
MeisterTask
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress. Category : Project Management, Team Collaboration
Monday
Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment. Category :
OneNote
OneNote is a digital note-taking application. You can organize notes, highlight your notes with tags, and share notebooks to collaborate on ideas. Category : Popular
Pipedrive
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies. Category : CRM, Email
Podio
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams. Category : App Builder, Project Management, Team Collaboration
Quotient
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes. Category :
Salesflare
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team. Category : CRM
Salesforce
Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : CRM, Popular
Shopify
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports. Category : Popular, E Commerce
Slybroadcast
Slybroadcast is a voice messaging platform. You can record messages, choose recipients, and schedule voicemails with custom caller ID. Category : Phone / SMS
Teamwork Projects
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently. Category : Project Management
Twilio
Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system. Category : Popular
Twitter
Twitter is a social media platform that lets you tweet, retweet, follow people or pages, and search for people and tweets. It lets you use hashtags to categorize and filter, reply to someone's tweet, and more. Category : Premium, Social Media Marketing
Webflow
Webflow is a content management system and web design tool. You can build custom sites, create interactive designs, and optimize content with easy SEO controls. Category : CMS, Websites
Woodpecker.co
Woodpecker.co is a cold email outreach and inbound lead nurturing application. You can connect with prospects via cold emails, set periodic follow-ups until you receive a reply, and track opens and clicks. Category : Email, Email Marketing
Wrike
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream. Category : Project Management, Team Collaboration, Dashboard
Wufoo
Wufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites. Category :
YouCanBook.me
YouCanBook.me is an online scheduling tool for customer bookings. You can manage your team's availability, customize notifications, and get paid for bookings. Category : Bookings/ Scheduling
YouTube
YouTube is a video-sharing website where you can enjoy music and videos, upload original content, and share it with everyone. Category : Google
Zendesk
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers. Category : Popular, Customer Support
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. Category : Team Collaboration, Zoho
Zoho Forms
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process. Category : Forms, Popular, Zoho
Zoho Subscriptions
Zoho Subscriptions helps businesses automate recurring billing and manage subscriptions. Handle customer lifecycles from sign-ups to payments, run promotional campaigns, tackle churn, and more. Category : Subscription Management, Zoho
HubSpot CRM
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place. Category : CRM, Popular
RingCentral
RingCentral is a cloud-based communication system that helps you better serve your customers with all-in-one cloud phone, video conferencing, team messaging, contact center and more. Category : Phone / SMS
WordPress.com
WordPress.com is a content management system with themes and design customizations. Powerful editing and analytics help you create better content for your audiences. Category : CMS, Websites
Office 365
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices. Category :
Outlook
Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular
Square
Square is payment processing software with features such as categorization of items, inventory management, and sales history. Category : Payment Processing
Zoho CRM supports following triggers and actions
All Triggers - A trigger kickstarts the flow
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
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
Updated deal
Triggers when an existing deal is updated
New module
Triggers when a new module is created
New user
Triggers when a new user is created
All Actions - Action are the automated tasks
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Add note
Adds a note to the selected module
Add user
Adds a new user
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
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 event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches a user by name or email address
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
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 Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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