Use Zoho Flow to integrate Zoho CRM with 500+ 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
Popular integrations
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 : Popular, Bookings/Scheduling, Calendar
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 : Project Management, Team Collaboration, Popular
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 : Project Management, Team Collaboration, Popular
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
Excel
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Microsoft, Popular, Spreadsheet
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 Contacts
Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere. Category :
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 : Video Calls, Event Management, Webinars
Hootsuite
Hootsuite is a social media management platform that allows you to schedule posts, filter social conversations by keyword, and measure performance across channels. Category : Social Media Management, Popular
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 : Sales Automation, Project Management, Popular, CRM
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 : Email Marketing, Popular
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 : Project Management, Popular
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 : Microsoft, Popular, Notes
QuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Accounting, Popular
Salesforce
Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : Popular, CRM
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
Slack
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders. Category : Team Collaboration, Popular, Team Chat
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 : Phone/SMS, Popular
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 : Websites
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
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 : Forms
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 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 : App Builder, Popular, 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, 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 : Popular, CRM
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
Zoho 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, Popular, Zoho
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 : 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 : Microsoft, Popular, Email
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 contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New note
Triggers when a new note is added
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
All Actions - Action are the automated tasks
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.
Send email template
Sends an email to the specified users
Add user
Adds a new user
Add note
Adds a note to the selected module
Add tags
Adds tags to the specified record
Send mail merge
Sends a mail merge with details of the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Convert lead to contact
Converts a lead to a contact
Update module entry
Updates the specified module entry
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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 deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches a user by name or email address
Fetch inventory template
Fetches an inventory template using 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 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.
Categories : Sales Automation, Popular, Zoho, CRM
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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Testimonial
“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs.” Know more
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