Integrate Zoho CRM with 900+ apps

Add users to a folder in Zoho Vault when they're added to Zoho CRM

How it works

New folder structure in Zoho WorkDrive for new Zoho CRM leads

How it works

Create a mail merge document in Zoho Writer when an entry is created or updated in Zoho CRM

How it works

Add new Zoho CRM contacts as Sarbacane subscribers

How it works

 Create and place contacts in ActiveTrail when leads created in Zoho CRM

Whenever a new lead is created in Zoho CRM, Zoho Flow uses decision logic to identify the status of the lead. If the lead is pre-qualified, the flow creates a contact and adds them to a group in ActiveTrail, and also makes a copy of the contact in Zoho Books. On the other hand, if the lead is not pre-qualified, Zoho Flow further checks if an attempt was made to contact the lead, or if the lead was successfully contacted. If either is true, they are automatically added as a contact to a different group in ActiveTrail.

How it works

1. A new lead is created in Zoho CRM. 

2. Zoho Flow executes the following tasks automatically: 

a. Uses decision logic to check if: 

(i) lead status equals 'pre-qualify.'   

If (i) is true, Zoho Flow: 

b. Creates a contact in ActiveTrail. 

c. Adds the contact to a specific group in ActiveTrail. 

d. Creates a contact in Zoho Books.  

If (i) is false, Zoho Flow: 

Uses decision logic to check for the following conditions: 

(ii) lead status is 'attempted to contact'. 

(iii) lead status is 'contacted'.   

if (ii) OR (iii) is true Creates a contact in ActiveTrail. 

Adds the contact to a specific group in ActiveTrail.

Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.

Each time a new contact unsubscribes in ActiveTrail, this flow fetches the corresponding lead in Zoho CRM, adds a note to keep your CRM updated about the cancellation, and sends a channel notification in Zoho Cliq. Let Zoho Flow track and record your customers' interests so you can better engage with them.

How it works

1. A contact unsubscribes in ActiveTrail. 

2. Zoho Flow executes the following tasks automatically: 

a. Fetches the corresponding lead in Zoho CRM.

b. Adds a note for the lead in Zoho CRM.

c. Notifies a specific channel in Zoho Cliq.

Add new Zoho CRM contacts to Aero Workflow

Whenever a contact is created in Zoho CRM, this flow adds a corresponding contact in Aero Workflow, letting you schedule appointments with new clients automatically.

How it works

1. A contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding contact in Aero Workflow.

Add new Zoho CRM contacts to Aircall

If you're using Aircall to handle customer calls, this flow can help collect their details from your CRM system automatically. Each time a new contact is created in Zoho CRM, a corresponding contact is created in Aircall.

How it works

1. A new contact is created in Zoho CRM. 

2. Zoho Flow adds a corresponding contact in Aircall.

Add new Zoho CRM contacts to Alegra

This flow creates a new contact in Alegra for every new contact added in Zoho CRM, saving you the time and effort of syncing contacts manually.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding contact in Alegra.

Receive Allmysms messages for updated deals in Zoho CRM

This flow sends an SMS, via Allmysms, each time a deal is updated in Zoho CRM. That way, you are automatically updated on the sales efforts of your team.

How it works

1. A deal is updated in Zoho CRM. 

2. Zoho Flow sends an SMS, via Allmysms.

Copy Zoho CRM contacts to Autopilot

When a new contact is added in Zoho CRM, this flow automatically creates a contact in Autopilot, so you can ensure you're engaging with your leads at the right time.

How it works

1. A new contact is created in Zoho CRM. 

2. Zoho Flow creates a corresponding contact in Autopilot.

Add Zoho CRM deals to Basecamp 2 as projects

This flow adds a new deal in Zoho CRM each time a project is added in Basecamp 2. That way, you can easily collaborate with your team on related tasks and ensure to close deals well in time.

How it works

1. A new deal is added in Zoho CRM.

2. Zoho Flow creates a project in Basecamp 2.

Create Campaign Monitor subscribers for new leads in Zoho CRM

This flow adds a subscriber in Campaign Monitor each time a lead is created in Zoho CRM. That way, you can reach out to your new leads, right away.

How it works

1. A new lead is added in Zoho CRM. 

2. Zoho Flow adds the lead as a subscriber in Campaign Monitor.

Create subscribers in CleverReach for new Zoho CRM contacts

Every time a contact is added in Zoho CRM, this flow automatically adds them as a subscriber in your CleverReach account—keeping your mailing lists in sync with your CRM. 

How it works

1. A contact is added in Zoho CRM. 

2. Zoho Flow adds the contact as a subscriber in CleverReach.

Create ConvertKit subscribers for new leads in Zoho CRM

This flow automatically creates a new subscriber in ConvertKit for every new lead added in Zoho CRM so you can reach out to your new leads much faster.

How it works

1. A new lead is added in Zoho CRM. 

2. Zoho Flow creates a subscriber in a specific form in ConvertKit.

Create Easy Projects activities for tasks in Zoho CRM

Every time a task is added in Zoho CRM, this flow creates a new activity in Easy Projects, helping your team track sales activities easily.

How it works

1. A new task is added in Zoho CRM. 

2. Zoho Flow creates an activity in Easy Projects.

Copy Zoho CRM contacts to FreeAgent

Each time a new contact is added in Zoho CRM, the flow adds a corresponding contact in FreeAgent. That way, you can keep your accounting software updated, automatically.

How it works

1. A new contact is added in Zoho CRM. 

2. Zoho Flow creates a corresponding contact in FreeAgent.

Create Hive messages for new tasks in Zoho CRM

This flow creates a message in Hive each time a task is added in Zoho CRM, so your teammates can collaborate on the tasks in real-time.

How it works

1. A new task is created in Zoho CRM.

2. Zoho Flow creates a message in Hive.

Add Zoho CRM leads to Interseller

If you are adding your new leads to Zoho CRM and using Interseller to engage with them, this flow can help by updating your mailing lists with details of new leads, automatically- it adds a new contact in Interseller each time a lead is added in Zoho CRM.

How it works

1. A new lead is added in Zoho CRM. 

2. Zoho Flow creates a contact in Interseller. 

Create Subscribers in MailerLite for new leads in Zoho CRM

Zoho CRM can capture and manage your leads efficiently, but your newsletters will convert them to bonafide prospects. Use this flow to automatically create a new subscriber in MailerLite every time a new lead is added in Zoho CRM. 

How it works

1. A new lead is added in Zoho CRM.

2. Zoho Flow adds the lead's email address to MailerLite. 

Add Zoho CRM contacts to a specific list in Mailgun

Each time a new contact is added in Zoho CRM, the flow adds them to a specific list in Mailgun, helping you segment your audiences easily.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow adds the contact as a subscriber to a specific list in Mailgun.

Create MYOB customers for new deals in Zoho CRM

This flow creates a new customer in MYOB when a deal is created in Zoho CRM. This ensures that your accounting software is always in sync with your CRM activities.

How it works

1. A new deal is created in Zoho CRM. 

2. Zoho Flow creates a corresponding customer in MYOB.

Create Noko projects for deals in Zoho CRM

Every time a new deal is added in Zoho CRM, this flow creates a project in Noko. This way, you can easily coordinate with your team on activities related to the deals and also keep track of how soon you are completing them.

How it works

1. A new deal is added in Zoho CRM. 

2. Zoho Flow creates a project in Noko.

Add Zoho CRM contacts to Quaderno

Each time a new contact is added in Zoho CRM, this flow automatically adds them as a contact in Quaderno, saving you the effort of manually syncing data between the two apps.

How it works

1. A new contact is added in Zoho CRM. 

2. Zoho Flow makes a copy of the contact in Quaderno.

Add Zoho CRM contacts to QuickBooks

Each time a new contact is added in Zoho CRM, this flow creates a corresponding customer in QuickBooks, helping you initiate transactions much faster.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding customer in QuickBooks.

Create SendinBlue contacts for new contacts in Zoho CRM

For every contact created in Zoho CRM, this flow automatically adds a corresponding contact in SendinBlue. Thay way, your mailing lists will always keep up with new leads that you capture.

How it works

1. A new contact is created in Zoho CRM. 

2. Zoho Flow makes a copy of the contact in SendinBlue.

Add new Zoho CRM contacts to Shopify

It's always better to have all the information you need in one place. Especially if it's going to help you serve your customers faster. Use this flow to create a customer in Shopify each time a contact is added in Zoho CRM. That way, you can easily access details of new customers from within your store.

How it works

1. A new contact is added in Shopify. 

2. Zoho Flow creates a corresponding contact in Zoho CRM.

Send Slack messages when Zoho CRM deals reach a specific stage

This flow posts a message in a Slack channel when a deal reaches a specific stage in Zoho CRM, helping you stay informed about their progress.

How it works

1. A deal reaches a specified stage in Zoho CRM. 

2. Zoho Flow sends a channel message in Slack.

Create time entries in TimeCamp for new Zoho CRM tasks

This flow creates a new time entry in TimeCamp each time a task is created in Zoho CRM, maintaining a record of how much time your team spends on each activity.

How it works

1. A new task is created in Zoho CRM. 

2. Zoho Flow creates a new time entry in TimeCamp .

Add new Zoho CRM users to TSheets

Adding new members to your team? Why not give them access to the apps they need right away? Each time you add a new user in Zoho CRM the flow automatically creates a corresponding user in TSheets. 

How it works

1. A new user is added in Zoho CRM.

2. Zoho Flow adds the user to TSheets.

Create rows in Zoho Analytics for new Zoho CRM leads

This flow creates a new row in Zoho Analytics every time a lead is added in Zoho CRM. So you can now record each lead's entry on the go and get an instant, detailed report of how well your business is doing, anytime.

How it works

1. A new lead is added in Zoho CRM. 

2. Zoho Flow creates a new row in Zoho Analytics.

Create Zoho Inventory sales orders from Zoho CRM sales orders

This flow creates an order in Zoho Inventory for every new order in Zoho CRM. That way, you can automatically manage your inventory activities from within your CRM app.

How it works

1. A sales order is created in Zoho CRM. 

2. Zoho Flow adds a corresponding sales order in Zoho Inventory.

Copy Zoho CRM contacts to Zoho Invoice

When a contact is added in Zoho CRM, this flow makes a copy of the details in Zoho Invoice, helping you create invoices and estimates more quickly.

How it works

1. A new contact is created in Zoho CRM. 

2. Zoho Flow creates a corresponding contact in Zoho Invoice.

Create milestones in Zoho Projects for new Zoho CRM deals

The faster you close deals, the farther you swoop ahead of your competitors. For every new deal you create in Zoho CRM, this workflow automatically adds a new milestone in Zoho Projects. It also sets the due date of the milestone to a specified period before the closing date of the deal. 

How it works

1. A new deal is created in Zoho CRM

2. Zoho Flow executes the following tasks automatically :

a. Computes the due date of the task.

b. Matches the date formats of Zoho CRM and Zoho Projects.

c. Creates a milestone in Zoho Projects.

Create rows in Zoho Sheet for closed Zoho CRM deals

Zoho Flow can help you keep a record of all the deals you've won. Every time a deal is updated to "Closed Won" in Zoho CRM, this flow automatically adds a new row in Zoho Sheet.

How it works

1. The status of a deal is updated to 'Closed Won' in Zoho CRM. 

2. Zoho Flow adds a new row in Zoho Sheet.

Create leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.

Use this flow to find out if you're engaging well with your leads. Each time a new response is submitted in Zoho Forms, this flow creates a lead in Zoho CRM and adds them as a subscriber to MailChimp. After a specified period of time, the flow checks the status of the subscriber in MailChimp. If the status is still pending, Zoho Flow automatically fetches the corresponding lead and adds an alert note for their profile in Zoho CRM.

How it works

1. A new response is submitted in Zoho Forms. 

2. Zoho Flow executes the following tasks automatically: 

a. Creates a lead in Zoho CRM. 

b. Adds a new subscriber to a specific list in MailChimp. 

c. Waits for a period of 60 days. 

d. Uses decision logic to check if: 

(i) subscriber status is pending. 

if (i) is true.

e. Fetches the lead from Zoho CRM.Adds a note for that specific lead in Zoho CRM.

Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

How it works

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

How it works

Create a new module in Zoho CRM when an order is created in WooCommerce

How it works

Add new X-Cart contacts to Zoho CRM

This flow creates a contact in Zoho CRM for every new contact added in X-Cart so you can easily track your customers' purchases and plan sales activities accordingly.

How it works

1. A new contact is added to X-Cart.

2. Zoho Flow creates a contact in Zoho CRM.

Create Zoho CRM campaigns for new events in Zoho Backstage

Create an event In Backstage? Check. Create a campaign in CRM? Check. Automate this process? CHECK! Use this simple flow to create a new campaign in Zoho CRM for every event created in Zoho Backstage.

How it works

1. A new event is created in Zoho Backstage.

2. Zoho Flow creates a corresponding campaign in Zoho CRM.

Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

How it works

Add new Zoho Creator records as new contacts in Zoho CRM

Zoho Creator's forms bring you leads, and Zoho CRM helps you convert them to prospects. But do you have to spend time syncing info between the two apps? Not anymore. This flow automatically creates a new contact in Zoho CRM for every record that is added to a specific form in Zoho Creator.

How it works

1. A new record is added in Zoho Creator.

2. Zoho Flow adds a new contact in Zoho CRM.

Add new Zoho CRM leads as contacts in Autoklose

How it works

Add addresses in Direct Mail for Mac for new contacts in Zoho CRM

How it works

Send a postcard via Lob to new Zoho CRM leads

How it works

Add new Zoho CRM leads as customers in Loyverse

How it works

Get a message in Microsoft Teams when a lead is created in Zoho CRM

How it works

Create Mixpanel profiles for new contacts in Zoho CRM

This flow creates a new profile in Mixpanel each time a contact is added in Zoho CRM so you can easily track the different channels through which they interact with you.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a profile for the contact in Mixpanel.

Create Outreach accounts for new accounts in Zoho CRM

How it works

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

How it works

 1. A new response is submitted in Zoho Forms.  

 2. Zoho Flow executes the following tasks automatically : 

a. Creates a contact in Eventbrite. 

b. Adds a new subscriber in MailChimp. 

c. Creates a lead in Zoho CRM.

Add new Eventbrite attendees to Zoho CRM as contacts

Online events are an easy way to capture new leads for your business. This flow can make the process even easier for you by automatically creating a contact in Zoho CRM for every new attendee added to Eventbrite.

How it works

1. A new attendee is added in Eventbrite. 

2. Zoho Flow adds them as a contact in Zoho CRM.

Create campaigns in Zoho CRM for new Eventbrite events

How it works

1. A new event is added in Eventbrite.

Get a message in FlowDock for new leads in Zoho CRM

How it works

Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

This flow creates a new deal in Zoho CRM and sends a message to a Zoho Cliq channel every time you send a quote via Quotient. this way, your team can track new proposals and work on them accordingly.

How it works

1. A new quote is sent in Quotient. 

2. Zoho Flow executes the following tasks automatically: 

a. Creates a deal in Zoho CRM. 

b. Sends a channel notification to a Zoho Cliq channel.

Add new Sansan business cards to Zoho CRM as leads

Start tracking your lead's progress from the moment you meet them. When a new business card is added in Sansan, this flow adds the contact information to Zoho CRM as a new lead.

How it works

1. A new business card is added in Sansan.

2. Zoho Flow creates a lead in Zoho CRM.

Create Zoho CRM events for new bookings in ScheduleOnce

Each time a booking is created in ScheduleOnce, this flow automatically creates a corresponding event in Zoho CRM. That way, you can view the appointment details of all your clients from within your CRM.

How it works

1. A new booking is created in ScheduleOnce.

Zoho Flow executes the following tasks automatically:

1. Calculates the end time of the meeting with the start time and duration.

2. Creates an event in Zoho CRM .

3. Associates the event with the corresponding lead in Zoho CRM.

Create Outreach prospects for new Zoho CRM contacts

How it works

Update Outreach accounts when an account is updated in Zoho CRM

How it works

Update prospects in Outreach when a Zoho CRM contact is updated

How it works

Update prospects in Outreach when Zoho CRM leads are updated

How it works

Create subscribers in Sendloop for new leads in Zoho CRM

How it works

Create a job in ServiceM8 when a quote is created in Zoho CRM

How it works

Create contacts in Zoho Books for new leads in Zoho CRM

How it works

Invite users to Zoho Sites when they're added to Zoho CRM

How it works

Create prospects in Outreach for new Zoho CRM leads

How it works

Turn new 123FormBuilder submissions into Zoho CRM contacts

Looking to convert form submissions from "just names" to leads for your business? Here is an automation that can do that for you. Every time a response is submitted in 123FormBuilder, this flow adds a new contact in Zoho CRM.

How it works

1. A new submission is made in 123FormBuilder.  

2. Zoho Flow creates a contact in Zoho CRM.

Create Zoho CRM contacts from new Acuity Scheduling appointments

The flow creates a new contact in Zoho CRM for every appointment that you create in Acuity Scheduling so you can automatically capture new leads and let Zoho CRM manage them efficiently.

How it works

1. An appointment is scheduled in Acuity Scheduling.  

2. Zoho Flow creates a new contact in Zoho CRM.

Update Zoho CRM leads when leads are updated in amoCRM.

Each time a lead is updated in amoCRM, the flow automatically updates the corresponding lead record in Zoho CRM so you can view consolidated information about your leads without needing to switch between apps.   

How it works

1. A lead is updated in amoCRM.

2. Zoho Flow updates the corresponding lead record in Zoho CRM.

Add contacts from bexio to Zoho CRM

How it works

Add new BigCommerce orders to Zoho CRM as leads

Every new order is a new prospect for your business. But recording those conversions every time they happen can be tedious. Use this flow to automatically add a new lead in Zoho CRM for each order that you receive in BigCommerce.

How it works

1. A new order is received in BigCommerce.  

2. Zoho Flow adds a new lead in Zoho CRM.

Create Zoho CRM tasks for new invoices in Chargify

New invoices can create a lot of work for your team. This flow helps initiate the process right away. Each time a new invoice is created in Chargify, it automatically creates a corresponding task in Zoho CRM. 

How it works

1. A new invoice is created in Chargify. 

2. Zoho Flow creates a task in Zoho CRM.

Add new Zoho CRM contacts to Contact Plus

How it works

Add Contact Plus contacts as leads in Zoho CRM

How it works

Add new customers in Loyverse as contacts in Zoho CRM

How it works

Create Zoho CRM leads for new subscribers in Mailjet

Winning over leads because of the good content you send out? Use this flow to capture this information into your CRM automatically- it creates a lead in Zoho CRM each time a new subscriber is added in Mailjet.

How it works

1. A new subscriber is added in Mailjet.

2. Zoho Flow creates a lead in Zoho CRM.

Create Zoho CRM accounts for new accounts in Outreach

How it works

Create Zoho CRM calls when calls are created in Outreach

How it works

Create Zoho CRM contacts for new prospects in Outreach

How it works

Update Zoho CRM accounts for account updates in Outreach

How it works

Update Zoho CRM contacts when prospects are updated in Outreach

How it works

Update leads in Zoho CRM for new clicks on SparkPost emails

Each time a lead clicks on a link in an email sent via SparkPost, the flow automatically updates their record in Zoho CRM. That way, you have the information on how well every lead is engaging with you, from within CRM.

How it works

1. A link in a campaign sent via SparkPost is clicked. 

2. Zoho Flow updates the corresponding lead record in Zoho CRM.

Update Zoho CRM contacts when boxes change stages in Streak

Each time the stage of a box is changed in Streak, this flow updates the corresponding Zoho CRM contact with this information. That way, you can easily keep track of the activities you initiate for your contacts from within Zoho CRM.

How it works

1. The stage of a box is changed in Streak.

2. Zoho Flow updates the corresponding contact record in Zoho CRM.

Create new Zoho CRM contacts when new orders are generated on Sympla

How it works

Create Zoho CRM user when a user added in Teambook

How it works

Create contacts in Zoho CRM when registrants are added to GoToTraining

How it works