Integrate Zoho CRM with Woodpecker.co

Send information between Zoho CRM and Woodpecker.co automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho CRM and Woodpecker.co using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

New note

Triggers when a new note is added

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

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 lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

Link clicked

Triggers when a link in an email you sent is clicked

Campaign created

Trigger when a new campaign is created

Prospect marked 'Maybe later'

Triggers when a prospect is marked as 'Maybe later'

Email opened

Triggers when an email you sent is opened

New prospect

Triggers when a new prospect is created

Prospect interested

Triggers when a prospect is marked as 'Interested'

Email sent

Triggers when an email is sent from your Woodpecker account

Invalid prospect email

Triggers when a prospect's email is marked invalid

Follow-up after autoreply

Triggers when a date is set for resuming follow-ups after autoreply from prospect

Prospect blacklisted

Triggers when a prospect unsubscribes or is marked as 'Blacklisted' manually

Prospect bounced

Triggers when a prospect’s email bounces

New autoreply

Triggers when a prospect sends an autoresponder or is marked as 'Autoreplied' manually

New prospect reply

Triggers when a prospect replies to your email or is marked as 'Replied' manually

Prospect not interested

Triggers when a prospect is marked as 'Not interested'

All Actions - Actions are the automated tasks

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Raise signal

Raises a signal to Zoho CRM

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update related module entry

Relates an entry in this module with an entry in another module

Remove tags

Removes tags from the specified record

Add note

Adds a note to the selected module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Update module entry

Updates the specified module entry

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

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

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

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

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Create or update prospect

Creates or updates a prospect based on email

Create or update prospect in campaign

Creates or updates a prospect in the selected campaign

Create agency

Adds a new agency in woodpecker.co

Stop follow-ups

Stops follow-ups planned for the selected prospect

Fetch prospect

Fetches the details of an existing prospect by ID

Fetch campaign

Fetches the details of an existing campaign by ID

Search prospect

Searches for the details of an existing prospect

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is 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.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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Technical Engineer, Master Liveaboards

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