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Zoho CRM

Use Zoho Flow to integrate Zoho CRM with 450+ 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

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

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 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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Manage your event registrations automatically. No syncing data manually. No paper work.

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Add new Eventbrite attendees to Zoho CRM as contacts

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Create 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 Zoho CRM leads for new subscribers in Mailjet

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Create Zoho CRM accounts for new accounts in Outreach

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Create Zoho CRM calls when calls are created in Outreach

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Create Zoho CRM contacts for new prospects in Outreach

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Update Zoho CRM accounts for account updates in Outreach

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Update 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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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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Create Mixpanel profiles for new contacts in Zoho CRM

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Create Outreach accounts for new accounts in Zoho CRM

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Create Outreach prospects for new Zoho CRM contacts

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Update Outreach accounts when an account is updated in Zoho CRM

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Update prospects in Outreach when a Zoho CRM contact is updated

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Update prospects in Outreach when Zoho CRM leads are updated

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Create contacts in Zoho Books for new leads in Zoho CRM

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New folder structure in Zoho WorkDrive for new Zoho CRM leads

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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

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Place 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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Copy customer.io contacts to 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

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Create 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

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Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive

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Didn't find the Zoho CRM integration you are looking for? Create one yourself.

Popular integrations

  • Outreach

    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, CRM
  • 123FormBuilder

    123FormBuilder

    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 : Forms
  • Acuity Scheduling

    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 : Calendar, Scheduling, Popular
  • amoCRM

    amoCRM

    amoCRM is a CRM tool with digital pipeline. It lets you track processes, create widgets, and manage leads effortlessly. Category : CRM
  • BigCommerce

    BigCommerce

    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 : Ecommerce, Popular, Premium
  • Chargify

    Chargify

    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, Popular, Payment Processing
  • Zoho Forms

    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 : Zoho, Forms
  • Eventbrite

    Eventbrite

    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, Popular
  • Mailchimp

    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 :
  • CA Flowdock

    CA 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 Chat
  • Mailjet

    Mailjet

    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 Newsletters
  • Quotient

    Quotient

    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 & Invoices
  • Zoho Cliq

    Zoho 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, Team Collaboration, Team Chat
  • Sansan

    Sansan

    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 : Contacts, Email
  • ScheduleOnce

    ScheduleOnce

    ScheduleOnce 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 : Scheduling
  • SparkPost

    SparkPost

    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 : Email Newsletters, Transactional Emails
  • Streak

    Streak

    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 : CRM
  • X-Cart

    X-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 : Ecommerce
  • Zoho Backstage

    Zoho 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
  • Mixpanel

    Mixpanel

    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, Popular
  • Zoho Books

    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 : Zoho, Accounting
  • Zoho WorkDrive

    Zoho 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, Files
  • Sarbacane

    Sarbacane

    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 Newsletters
  • ActiveTrail

    ActiveTrail

    ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters. Category : Email Newsletters, Marketing Automation
  • Aero Workflow

    Aero Workflow

    Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively. Category : Accounting
  • Aircall

    Aircall

    Aircall provides a virtual call center. You can decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and get realtime updates and detailed reports. Category : Phone / SMS
  • Alegra

    Alegra

    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 : Accounting
  • allmysms

    allmysms

    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 / SMS
  • Autopilot

    Autopilot

    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, Marketing Automation
  • Basecamp 2

    Basecamp 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 Collaboration
  • Campaign Monitor

    Campaign 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 : Email Newsletters, Popular
  • CleverReach

    CleverReach

    CleverReach is an email marketing platform with multilingual interface. With features like bounce management and template engine, you can ensure better deliverability. Category : Email Newsletters, Marketing Automation
  • ConvertKit

    ConvertKit

    ConvertKit is an email marketing platform. You can organize subscribers, send broadcasts, and increase conversions with personalized emails. Category : Drip Emails, Marketing Automation
  • Customer.io

    Customer.io

    Customer.io is a marketing automation platform that lets you send drip campaigns and segment triggered emails. You can track conversions, design templates, and perform A/B testing easily. Category : Email Newsletters, Marketing Automation
  • Easy Projects

    Easy 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 Management
  • FreeAgent

    FreeAgent

    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 : Accounting
  • Hive

    Hive

    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 Collaboration
  • Interseller

    Interseller

    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 : Email Newsletters, Contacts
  • Klaviyo

    Klaviyo

    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 : Email Newsletters, Marketing Automation
  • MailerLite

    MailerLite

    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 Newsletters, Marketing Automation
  • Mailgun

    Mailgun

    Mailgun is an email service for developers. You can route and forward emails, manage spam, and monitor engagement with analytics. Category : Transactional Emails
  • Noko

    Noko

    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 Tracking
  • Quaderno

    Quaderno

    Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns. Category : Accounting
  • QuickBooks

    QuickBooks

    Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Accounting
  • SendinBlue

    SendinBlue

    SendinBlue is marketing automation software with contact management and realtime results. You can customize email templates, test deliverability, and track campaign performance. Category : Email Newsletters, Marketing Automation
  • Shopify

    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 : Ecommerce, Premium
  • Slack

    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, Team Chat
  • TimeCamp

    TimeCamp

    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 Tracking
  • TSheets

    TSheets

    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 Tracking
  • Zoho Analytics

    Zoho 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, Dashboards, Reports
  • Zoho Inventory

    Zoho 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 Management
  • Zoho Invoice

    Zoho 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
  • Zoho Projects

    Zoho 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, Zoho
  • Zoho Sheet

    Zoho 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, Spreadsheets
  • Zoho Sign

    Zoho 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 : Signatures, Zoho
  • Asana

    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

    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

    Cliengo provides a chatbot for your website. You can set up the bot on multiple websites, manage contacts, and convert visitors into leads. Category : Contacts
  • Constant Contact

    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 Newsletters, Marketing Automation
  • Drift

    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

    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, Files
  • Excel

    Excel

    Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Spreadsheets, Popular, Microsoft
  • Freedcamp

    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

    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 : Contacts
  • Google Calendar

    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
  • Google Contacts

    Google Contacts

    Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere. Category : Contacts, Popular, Google
  • Google Sheets

    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 : Spreadsheets, Popular, Google
  • Google Tasks

    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

    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

    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 Management
  • Insightly

    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, Sales Automation, Popular, CRM
  • JotForm

    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

    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

    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 :
  • MailUp

    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 : Email Newsletters, Drip Emails
  • MeisterTask

    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

    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, Team Collaboration
  • OneNote

    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

    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

    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, App Builder, Team Collaboration
  • Salesflare

    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

    Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : CRM
  • Slybroadcast

    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

    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

    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
  • Twitter

    Twitter

    Twitter is a social media platform that lets you tweet, retweet, follow people or pages, and search for people and tweets. You can use hashtags to categorize and filter, reply to someone's tweet, and mention others in your tweet. Category : Social Media
  • Webflow

    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
  • Woodpecker.co

    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
  • Wrike

    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, Premium
  • Wufoo

    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

    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 : Scheduling
  • YouTube

    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
  • Zendesk

    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 : Customer Support
  • Zoho Connect

    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 Creator

    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 :
  • Zoho Subscriptions

    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

    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 :

Zoho CRM supports following triggers and actions

All Triggers - A trigger kickstarts the flow

New note

Triggers when a new note is added

New module entry

Triggers when a new entry is created in the selected module

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

Updated deal

Triggers when an existing deal is updated

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All Actions - Action are the automated tasks

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Update related module entry

Relates an entry in this module with an entry in another module

Add tags

Adds tags to the specified record

Add user

Adds a new user

Create module entry

Creates a new module entry

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

Send email template

Sends an email to the specified users

Raise signal

Raises a signal to Zoho CRM

Remove tags

Removes tags from the specified record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Send mail merge

Sends a mail merge with details of the selected record

Convert lead to contact

Converts a lead to a contact

Update module entry

Updates the specified module entry

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch user

Fetches a user by name or email

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch email template

Fetches an email template by name

Fetch account

Fetches an account by its name or unique ID

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

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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.

Categories : Zoho, Sales Automation, 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.

Access Zoho Flow

Testimonial

Derek Murashige CIO, Western Container Sales

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfillment process, and allowed us more control over data and its movement across apps. The platform is very intuitive and easy to use.”

Watch Zoho Flow in action