Integrate Zoho CRM with Zoho Backstage

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

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Create Zoho CRM campaigns for new events in Zoho Backstage


Create an event In Backstage? Check. Create a campaign in CRM? Check. Automate this process? CHECK! Use this simple flow to create a new campaign in Zoho CRM for every event created in Zoho Backstage.


How it works
1. A new event is created in Zoho Backstage.
2. Zoho Flow creates a corresponding campaign in Zoho CRM.
Use this flow
+

Create Zoho CRM campaigns for new events in Zoho Backstage

Zoho Backstage + Zoho CRM

Build your own integrations between Zoho CRM and Zoho Backstage

Connect Zoho CRM and Zoho Backstage with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Zoho Backstage 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

Order created

Triggers when a new order is created

Attendee registered for event

Triggers when an attendee registers for the selected event

Attendee checked-in

Triggers when an attendee checks in to the selected event

Registration canceled by attendee

Triggers when a registration for an event is canceled by an attendee

Event republished

Triggers when an event is updated and then republished

Order canceled

Triggers when an order is canceled

Event created

Triggers when a new event is created

Event published

Triggers when the organizer publishes the event microsite for the first time

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 event

Creates a new event in the selected portal

Place order

Creates an order to buy ticket

Update event

Updates the details of an existing event

Cancel order

Cancels the specified order

Fetch event

Fetches an event by ID

Fetch order

Fetches the details of an existing order by order ID

Fetch ticket class details

Fetches the details of a ticket class by ID

Fetch attendee in a event

Fetches the details of an existing attendee including its custom fields

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 Zoho Backstage?

Zoho Backstage is an enterprise event management tool that lets you design event websites, manage registrations, promote events, and connect with attendees efficiently.

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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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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