Zoho CRM

Use Zoho Flow to integrate Zoho CRM with 400+ 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

Prebuilt Zoho CRM integration flows to get started

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 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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Add new Zoho Creator records as new contacts in Zoho CRM

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Create Mixpanel profiles for new contacts in Zoho CRM

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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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Create Freckle projects for deals 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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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 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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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

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Update Zoho CRM deals when documents are completed 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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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

Triggers

New note

Triggers when a new note is added

Updated module entry

Triggers when an entry is updated in the selected module

New module

Triggers when a new module is created

New module entry

Triggers when a new entry is created in the selected module

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 contact

Triggers when a new contact is created

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Actions

Remove tags

Removes tags from the specified record

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

Create or update module entry

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

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Create module entry

Creates a new module entry

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.

Add user

Adds a new user

Send email template

Sends an email to the specified users

Update related module entry

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

Update module entry

Updates the specified module entry

Fetch user

Fetches a user by name or email

Fetch event

Fetches an event by its title or unique ID

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

Fetch email template

Fetches an email template by name

Fetch contact

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

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

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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

Derek MurashigeCIO, 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

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.

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