Zoho CRM

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App Description

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.

Category : Zoho, Sales Automation, CRM

Triggers

New module

Triggers when a new module is created

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New note

Triggers when a new note is added

New module entry

Triggers when a new entry is created in the selected module

Actions

Update related module entry

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

Update module entry

Updates the specified module entry

Create or update lead

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

Create module entry

Creates a new module entry

Add user

Adds a new user

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

Send email template

Sends an email to the specified user

Convert lead to contact

Converts a lead to a contact

Create or update module entry

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

Fetch contact

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

Fetch event

Fetches an event by its title or unique ID

Fetch user

Fetches a user by name or email

Fetch account

Fetches an account by its name or unique ID

Fetch lead

Fetches a lead by email or unique ID

Fetch deal

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

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

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.