Use Zoho Flow to integrate Zoho CRM with 800+ 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
Create prospects in Outreach for new Zoho CRM leads
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Turn new 123FormBuilder submissions into Zoho CRM contacts
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Create Zoho CRM contacts from new Acuity Scheduling appointments
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Update Zoho CRM leads when leads are updated in amoCRM.
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Add contacts from bexio to Zoho CRM
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Add new BigCommerce orders to Zoho CRM as leads
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Create Zoho CRM tasks for new invoices in Chargify
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Add new Zoho CRM contacts to Contact Plus
Use this flowAdd Contact Plus contacts as leads in Zoho CRM
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Manage your event registrations automatically. No syncing data manually. No paper work.
Use this flowAdd new Eventbrite attendees to Zoho CRM as contacts
Use this flowCreate campaigns in Zoho CRM for new Eventbrite events
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Get a message in FlowDock for new leads in Zoho CRM
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Create contacts in Zoho CRM when registrants are added to GoToTraining
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Add new customers in Loyverse as contacts in Zoho CRM
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Create Zoho CRM leads for new subscribers in Mailjet
Use this flowCreate Zoho CRM accounts for new accounts in Outreach
Use this flowCreate Zoho CRM calls when calls are created in Outreach
Use this flowCreate Zoho CRM contacts for new prospects in Outreach
Use this flowUpdate Zoho CRM accounts for account updates in Outreach
Use this flowUpdate Zoho CRM contacts when prospects are updated in Outreach
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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
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Add new Sansan business cards to Zoho CRM as leads
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Create Zoho CRM events for new bookings in ScheduleOnce
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Update leads in Zoho CRM for new clicks on SparkPost emails
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Update Zoho CRM contacts when boxes change stages in Streak
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Create new Zoho CRM contacts when new orders are generated on Sympla
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Create Zoho CRM user when a user added in Teambook
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Create a new module in Zoho CRM when an order is created in WooCommerce
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Add new X-Cart contacts to Zoho CRM
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Create Zoho CRM campaigns for new events in Zoho Backstage
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Add new Zoho Creator records as new contacts in Zoho CRM
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Add new Zoho CRM leads as contacts in Autoklose
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Add addresses in Direct Mail for Mac for new contacts in Zoho CRM
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Send a postcard via Lob to new Zoho CRM leads
Use this flowAdd new Zoho CRM leads as customers in Loyverse
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Get a message in Microsoft Teams when a lead is created in Zoho CRM
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Create Mixpanel profiles for new contacts in Zoho CRM
Use this flowCreate Outreach accounts for new accounts in Zoho CRM
Use this flowCreate Outreach prospects for new Zoho CRM contacts
Use this flowUpdate Outreach accounts when an account is updated in Zoho CRM
Use this flowUpdate prospects in Outreach when a Zoho CRM contact is updated
Use this flowUpdate prospects in Outreach when Zoho CRM leads are updated
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Create subscribers in Sendloop for new leads in Zoho CRM
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Create contacts in Zoho Books for new leads in Zoho CRM
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Invite users to Zoho Sites when they're added to Zoho CRM
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Add users to a folder in Zoho Vault when they're added to Zoho CRM
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New folder structure in Zoho WorkDrive for new Zoho CRM leads
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Create a mail merge document in Zoho Writer when an entry is created or updated in Zoho CRM
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Add new Zoho CRM contacts as Sarbacane subscribers
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Create and place contacts in ActiveTrail when leads created in Zoho CRM
Use this flowPlace note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
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Add new Zoho CRM contacts to Aero Workflow
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Add new Zoho CRM contacts to Aircall
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Add new Zoho CRM contacts to Alegra
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Receive Allmysms messages for updated deals in Zoho CRM
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Copy Zoho CRM contacts to Autopilot
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Add Zoho CRM deals to Basecamp 2 as projects
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Create Campaign Monitor subscribers for new leads in Zoho CRM
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Create subscribers in CleverReach for new Zoho CRM contacts
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Create ConvertKit subscribers for new leads in Zoho CRM
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Create Easy Projects activities for tasks in Zoho CRM
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Copy Zoho CRM contacts to FreeAgent
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Create Hive messages for new tasks in Zoho CRM
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Add Zoho CRM leads to Interseller
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Add new Zoho CRM contacts to Klaviyo
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Create Subscribers in MailerLite for new leads in Zoho CRM
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Add Zoho CRM contacts to a specific list in Mailgun
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Create MYOB customers for new deals in Zoho CRM
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Create Noko projects for deals in Zoho CRM
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Add Zoho CRM contacts to Quaderno
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Add Zoho CRM contacts to QuickBooks
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Create SendinBlue contacts for new contacts in Zoho CRM
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Add new Zoho CRM contacts to Shopify
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Send Slack messages when Zoho CRM deals reach a specific stage
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Create time entries in TimeCamp for new Zoho CRM tasks
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Add new Zoho CRM users to TSheets
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Create rows in Zoho Analytics for new Zoho CRM leads
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Create Zoho Inventory sales orders from Zoho CRM sales orders
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Copy Zoho CRM contacts to Zoho Invoice
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Create milestones in Zoho Projects for new Zoho CRM deals
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Create rows in Zoho Sheet for closed Zoho CRM deals
Use this flowCreate leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
Use this flowCreate a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive
Use this flowDidn't find the Zoho CRM integration you are looking for? Create one yourself.
Popular integrations
Outreach
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics. Category : Sales Automation, Drip Emails, Marketing Automation, CRM123FormBuilder
123FormBuilder is an online form builder that comes with custom features and integrations. You can define form fields, translate fields and instructions, and also build quizzes and surveys. Category : FormsAcuity 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/ SchedulingKommo
Kommo (formerly amoCRM) is a messenger-based platform for communicating with clients. Category : CRMBexio
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more. Category : Dashboard, Accounting, CRMBigCommerce
BigCommerce is an ecommerce platform that you can use to design and customize your online store. It provides features to set up a global store, drive traffic, convert visitors, and even analyze your business statistics. Category : E Commerce, Popular, PremiumChargify
Chargify is online billing software that offers subscription management, flexible automated billing, and tools to ensure revenue retention and secure financial processing. Category : Subscription Management, PopularContacts+
Contacts+ is a contact management application that lets you sync data across accounts, detect duplicate contacts, scan and share business cards and more. Category : Contact ManagementZoho 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 : Zoho, Forms, PopularEventbrite
Eventbrite is an event management tool that lets you find events nearby and create your own events. You can offer multiple ticket types, send emails to your event attendees, provide discounts, and accept payments directly on Eventbrite. Category : Event Management, Events and Ticketing, PopularMailchimp
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 : Drip Emails, Popular, Marketing Automation, Social Media MarketingCA Flowdock
CA Flowdock is a team chat and collaboration tool. You can video call, share screen, and use tags to filter easily. Category : Team Collaboration, Team ChatGoToTraining
GoToTraining is a virtual learning and development platform that allows trainers to create effective and engaging training sessions. It also helps trainers distribute course materials, conduct tests, and more. Category : LMSLoyverse
Loyverse is a POS application designed for small businesses. It lets you process transactions, keep records of inventory and sales and more. Category : Popular, Inventory ManagementMailjet
Mailjet is an email marketing tool with real-time monitoring and email statistics. You can compare campaigns, segment contact lists, and run multivariate testing. Category : Email MarketingQuotient
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes. Category : Proposals & InvoicesZoho Cliq
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy. Category : Zoho, Popular, Team Collaboration, Team ChatSansan
Sansan is a cloud-based contact management system that lets you manage and share contacts and digitize business cards. You can add reminders and download your contact list to use elsewhere. Category : Contact ManagementOnceHub
OnceHub is meeting and appointment scheduling software. You can customize bookings, share booking pages, and maintain complete control over your schedule with an approval process. Category : Bookings/ SchedulingSparkPost
SparkPost is an email delivery service that helps you track performance metrics. Customize your emails with templates and ensure deliverability for a better customer experiences. Category : Transactional EmailsStreak
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers. Category : Contact Management, CRMSympla
Sympla is an event management platform that enables organizers to create, organize, manage and publicize events. Category : Event Management, Events and Ticketing, Social Media ManagementTeambook
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more. Category : Project Management, Bookings/ SchedulingWooCommerce
WooCommerce is an open-source e-commerce plugin for WordPress that provides secure payments, configurable shipping options, and more. Category : E Commerce, WordPress Plugins, PopularX-Cart
X-Cart is eCommerce shopping cart software. You can add features with open source PHP code, install add-ons, and manage orders and inventory easily. Category : E CommerceZoho Backstage
Zoho Backstage is an enterprise event management tool that lets you design event websites, manage registrations, promote events, and connect with attendees efficiently. Category : Event Management, Zoho, PopularZoho 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 : Zoho, App Builder, PopularAutoklose
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams. Category : Sales Automation, Marketing AutomationDirect Mail for Mac
Direct Mail for Mac is email marketing software. You can pick templates from the gallery, view live previews as you type, and check how your emails will look in different email clients. Category : EmailLob
Lob provides APIs for address verification and print & mail. You can programatically send personalized postcards, maintain an accurate customer database, and track metrics in real time. Category : PrinterMicrosoft Teams
Microsoft Teams is group chat software. You can host online meetings, make calls, and effectively collaborate with your team on chat. Category : Popular, Microsoft, Video CallsMixpanel
Mixpanel is an online tool that helps you analyze and understand user behaviour. You can track user journeys, improve retention with insights, and visualize data in different ways. Category : Ads & Analytics, PopularSendloop
Sendloop is an email marketing application that lets you create customized newsletters, boost open rates with automatic follow up, and resend email campaigns easily. Category : Transactional EmailsZoho 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 : Zoho, Proposals & Invoices, Popular, AccountingZoho Sites
Zoho Sites is a platform for building websites. You can create pages customized to your brand, monitor site traffic with in-built SEO tools, and limit access to certain pages. Category : Zoho, WebsitesZoho Vault
Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere. Category : Zoho, IT SecurityZoho WorkDrive
Zoho WorkDrive is an online file management platform for teams. You can share files with teams and stakeholders, keep track of usage reports, and secure folders with restricted access. Category : Zoho, Popular, FilesZoho Writer
Zoho Writer is a word processor with collaboration features. You can access your documents on all devices and make your work better with the editing tools available. Category : Zoho, DocumentsSarbacane
Sarbacane is a multi-channel tool for your marketing activities. You can import unlimited contacts, create personalized email and SMS campaigns, and accurately track performance. Category : Email MarketingActiveTrail
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters. Category : Popular, Survey, Websites, Marketing AutomationAero Workflow
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively. Category : Project ManagementAircall
Aircall provides a virtual call center that lets you decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and more. Category : Phone / SMSAlegra
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time. Category : Accountingallmysms
Allmysms is a tool to power your SMS marketing campaigns. With responsive design and multi-language features, send bulk SMS and manage your alert system without hassle. Category : Phone / SMSAutopilot
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback. Category : Drip Emails, Email Marketing, Marketing Automation, CRMBasecamp 2
Basecamp 2 is project management software. You can add unlimited users, manage multiple projects, and track all project communication at one place. Category : Project Management, Team CollaborationCampaign Monitor
Campaign Monitor is email marketing software with smart segments to personalize your emails. You can send marketing and transactional emails, use signup forms to build your audience, and create templates easily with the drag and drop interface. Category : Popular, Email MarketingCleverReach
CleverReach is an email marketing platform with multilingual interface. With features like bounce management and template engine, you can ensure better deliverability. Category : Email MarketingConvertKit
ConvertKit is an email marketing platform. You can organize subscribers, send broadcasts, and increase conversions with personalized emails. Category : Drip Emails, Marketing AutomationEasy Projects
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers. Category : Project ManagementFreeAgent
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently. Category : AccountingHive
Hive is a project management tool with predictive alerts. You can plan tasks with action templates, use Hive forms to collect data for projects, and communicate with your team and external users. Category : Project Management, Team CollaborationInterseller
Interseller is a lead sourcing platform that lets you verify email addresses and sync contacts. You can generate reports to track performance and schedule a customized sequence of emails. Category : Contact ManagementKlaviyo
Klaviyo is ecommerce marketing software with realtime activity streams. You can create welcome emails based on browsing behaviour, show data blocks only to selected recipients, and segment your audience dynamically. Category : Popular, Marketing AutomationMailerLite
MailerLite is an email marketing service that lets you customize your content with rich text editor, photo editor, and design templates. You can design forms, track results, define user permissions, and deliver emails concurrently by the recipients' timezones. Category : Email MarketingMailgun
Mailgun is an email service for developers. You can route and forward emails, manage spam, and monitor engagement with analytics. Category : Transactional EmailsMYOB AccountRight Live
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions. Category : Accounting, CRMNoko
Noko is a time tracking application with reports and invoicing. You can enable timesheet approval, categorize activities with tags, and track all your expenses without any installation . Category : Time TrackingQuaderno
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns. Category : Proposals & Invoices, AccountingQuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Proposals & Invoices, Popular, Accounting, Inventory ManagementSendinBlue
SendinBlue is marketing automation software with contact management and realtime results. You can customize email templates, test deliverability, and track campaign performance. Category : Marketing AutomationShopify
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 : E Commerce, Popular, Inventory ManagementSlack
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders. Category : Popular, Team Collaboration, Team ChatTimeCamp
TimeCamp is a time management tool that helps you keep track of your goals and billing hours. With automatic away-time detection, filtering, and a real-time dashboard, you can stay focused on your goals. Category : Time TrackingQuickBooks Time
TSheets is time tracking software. You can view real-time reports, build employee schedules to manage payroll, and set up overtime alerts. Category : HR, Time TrackingZoho Analytics
Zoho Analytics is an online reporting and business intelligence service that helps you analyze your business data and create reports and dashboards for informed decision-making. You can merge data across different sources and have full control over who can do what with your reports. Category : Zoho, DashboardZoho Inventory
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily. Category : Zoho, Inventory ManagementZoho Invoice
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses. Category : Zoho, Proposals & Invoices, PopularZoho Projects
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place. Category : Project Management, ZohoZoho Sheet
Zoho Sheet is an online spreadsheet application that lets you create, share, collaborate, and publish spreadsheets from anywhere. You can control access to your sheets, change language preferences, and add visuals to represent your data better. Category : Zoho, Spreadsheet, PopularZoho Sign
Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date. Category : Signature, Zoho
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, Popular, Team Collaboration
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, Popular, Team Collaboration
Cliengo
Cliengo provides a chatbot for your website. You can set up the bot on multiple websites, manage contacts, and convert visitors into leads. Category : Contact Management
Constant Contact
Constant Contact is an email marketing software that lets you manage events, create surveys, and even add mobile-responsive coupons. You can track every click, activate autoresponders, manage contacts, and make use of the professional email templates or create your own. Category : Email Marketing, Marketing Automation
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
Dropbox
Dropbox is a file hosting service that lets you sync your files across devices and collaborate with your team efficiently. You can control permissions at the granular level to ensure security and privacy. Category : Popular, Documents, Files, Video, Audio & Images
Excel
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Spreadsheet, Popular, Microsoft
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
FullContact
FullContact provides identity resolution for better audience insights. This helps you provide personalized customer support, improve the quality of leads, and build better applications. Category : Contact Management
Google Calendar
Google Calendar lets you schedule meetings and events and get reminders about upcoming activities. You can schedule events, invite guests, and customize your calendar to suit your needs. Category : Calendar, Popular, Google, Bookings/ Scheduling
Google Contacts
Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere. Category : Contact Management, Google
Google Sheets
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily. Category : Spreadsheet, Popular, Google
Google Tasks
Google Tasks is a task list manager that helps keep track of your daily to-do list and deadlines. You can create tasks, organize them into lists, and add notes and due dates. Category : To Do Lists, Popular, Google
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 : 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 : Popular, Social Media Marketing
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 : Project Management, Popular, CRM
JotForm
JotForm is online form-building software that supports customization and collaboration. You can change styles, enable auto-fill, add metadata, and show or hide fields based on a user's response. Category : Forms, Popular
LiquidPlanner
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts. Category : Project Management
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
MailUp
MailUp is email marketing and SMS delivery software. You can segment contacts, track clicks on your links, and manage different customers, market category, or products in different environments. Category : Drip Emails
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 : Popular, Microsoft, Notes
Pipedrive
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies. Category : Sales Automation, CRM, Email, Premium
Podio
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams. Category : Project Management, Team Collaboration
Salesflare
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team. Category : CRM
Salesforce
Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : Popular, CRM
Slybroadcast
Slybroadcast is a voice messaging platform. You can record messages, choose recipients, and schedule voicemails with custom caller ID. Category : Phone / SMS
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, Team Collaboration
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
Twitter
Twitter is a social media platform that lets you tweet, retweet, follow people or pages, and search for people and tweets. It lets you use hashtags to categorize and filter, reply to someone's tweet, and more. Category : Premium, Social Media Marketing
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 : CMS, Websites
Woodpecker.co
Woodpecker.co is a cold email outreach and inbound lead nurturing application. You can connect with prospects via cold emails, set periodic follow-ups until you receive a reply, and track opens and clicks. Category : Drip Emails, Email Marketing, Marketing Automation
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, Calendar, Dashboard, Team Collaboration, Premium
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
YouCanBook.me
YouCanBook.me is an online scheduling tool for customer bookings. You can manage your team's availability, customize notifications, and get paid for bookings. Category : Bookings/ Scheduling
YouTube
YouTube is a video-sharing website where you can enjoy music and videos, upload original content, and share it with everyone. Category : Google, Video, Audio & Images, Social Media Management
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 : Helpdesk, Customer Support, Popular
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 : Zoho, Team Collaboration
Zoho Subscriptions
Zoho Subscriptions helps businesses automate recurring billing and manage subscriptions. Handle customer lifecycles from sign-ups to payments, run promotional campaigns, tackle churn, and more. Category : Subscription Management, Zoho, Payment Processing
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
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 : CMS, 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 : Calendar, Microsoft, Bookings/ Scheduling, Email
Outlook
Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular, Microsoft, Email
Square
Square is payment processing software with features such as categorization of items, inventory management, and sales history. Category : Payment Processing, Inventory Management
Zoho CRM supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Updated module entry
Triggers when an entry is updated in the selected module
New note
Triggers when a new note is added
New module
Triggers when a new module is created
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is 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 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
New lead
Triggers when a new lead is created
All Actions - Action are the automated tasks
Update module entry
Updates the specified module entry
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Send mail merge
Sends a mail merge with details of the selected record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Add tags
Adds tags to the specified record
Add note
Adds a note to the selected module
Add user
Adds a new user
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch user
Fetches a user by name or email address
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using 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
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 : Zoho, Sales Automation, Popular, 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 input” Know more
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