Integrate Zoho CRM with Zoho Analytics
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Create rows in Zoho Analytics for new Zoho CRM leads
How it works
Create rows in Zoho Analytics for new Zoho CRM leads
Zoho CRM + Zoho Analytics
Build your own integrations between Zoho CRM and Zoho Analytics
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Supported triggers and actions
Integrate Zoho CRM and Zoho Analytics using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Create row - Old version
Creates a new row in the selected table
Share report
Shares a report to the specified users
Create row - New version
Creates a new row in the selected table
Update row - New version
Updates an existing row
Update row - Old version
Updates an existing row
Fetch row
Fetches an existing row
What is Zoho CRM?
What is Zoho Analytics?
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