Use Zoho Flow to integrate CleverReach with Zoho CRM, in atleast 106 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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Create subscribers in CleverReach for new Zoho CRM contacts
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All Triggers - A trigger kickstarts the flow
New subscription
Triggers when new subscriber is added to the selected list
New unsubscription
Triggers when someone unsubscribes from the selected list
New list
Triggers when new list is created
Updated module entry
Triggers when an entry is updated in the selected module
New module
Triggers when a new module is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
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
All Actions - Action are the automated tasks
Add or update subscriber
Adds or updates a subscriber in the selected list
Unsubscribe email
Unsubscribes an email address from the selected list
Convert lead to contact
Converts a lead to a contact
Update module entry
Updates the specified module entry
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
Send email template
Sends an email to the specified users
Add user
Adds a new user
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)
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.
Add note
Adds a note to the selected module
Add tags
Adds tags to the specified record
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.
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 user
Fetches a user by name or email address
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address or unique ID
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 inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch contact
Fetches a contact by email address, unique ID, or name
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 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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