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Zoho CRM integrations with Zoho Backstage

Use Zoho Flow to integrate Zoho CRM with Zoho Backstage, in atleast 288 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect 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 integration flows to get started

Create Zoho CRM campaigns for new events in Zoho Backstage

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All Triggers - A trigger kickstarts the flow

New module

Triggers when a new module is created

Entry created or updated

Triggers when a record entry is created or updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New note

Triggers when a new note is added

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Order canceled

Triggers when an order is canceled

Attendee checked-in

Triggers when an attendee checks in to the selected event

Event published

Triggers when the organizer publishes the event microsite for the first time

Attendee registered for event

Triggers when an attendee registers for the selected event

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All Actions - Action are the automated tasks

Add user

Adds a new user

Raise signal

Raises a signal to Zoho CRM

Update related module entry

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

Convert lead to contact

Converts a lead to a contact

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Create or update contact

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

Send mail merge

Sends a mail merge with details of the selected record

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Remove tags

Removes tags from the specified record

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

Create or update lead

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

Update module entry

Updates the specified module entry

Update user

Updates the details of an existing user based on user ID

Fetch account

Fetches an account by its name or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email or unique ID

Fetch email template

Fetches an email template by name

Fetch contact

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

Fetch deal

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

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches a user by name or email address

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

Create event

Creates a new event in the selected portal

Place order

Creates an order to buy tickets

Update event

Updates the details of an existing event

Fetch event

Fetches an event by ID

Fetch ticket class details

Fetches the details of a ticket class by ID

Fetch attendee in a event

Fetches the details of an existing attendee including its custom fields

Fetch order

Fetches the details of an existing order by order ID

Delete order

Deletes an order and removes all attendees associated with it

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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.

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“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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