Integrate ConvertKit with Zoho CRM
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Create ConvertKit subscribers for new leads in Zoho CRM
How it works
Create ConvertKit subscribers for new leads in Zoho CRM
Zoho CRM + ConvertKit
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Supported triggers and actions
Integrate ConvertKit and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User subscribed through a specific form
Triggers when a user subscribes through a specific form
New subscriber tagged
Triggers when a new subscriber is tagged
User subscribed
Triggers when a new user subscribes
User unsubscribed
Triggers when a user unsubscribes
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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 contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Unsubscribe email
Unsubscribes the specified email address
Add subscriber to tag
Adds a subscriber to the selected tag
Add subscriber to a form
Adds a subscriber to the selected form
Add subscriber to sequence
Adds a subscriber to the selected sequence
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
Convert lead to contact
Converts a lead to a contact
Update module entry
Updates the specified module entry
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.
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)
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.
Add note
Adds a note to the selected module
Add tags
Adds tags to the specified record
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches a user by name or email address
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique 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 inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Clone module entry
Clones an existing module entry
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is ConvertKit?
ConvertKit is an email marketing platform. You can organize subscribers, send broadcasts, and increase conversions with personalized emails.
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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.
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