Integrate Zoho CRM with Zoho Connect
Send information between Zoho CRM and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and Zoho Connect using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Poll started
Triggers when a new poll is started in the selected group
Task created
Triggers when a new task is created
Announcement created
Triggers when a new announcement is created in the selected group
Network member added
Triggers when a new member is added to the selected network
New board
Triggers when a new board is created
User name mentioned
Triggers when your user name is mentioned
Conversation posted
Triggers when a new conversation is posted
Group member added
Triggers when a new member is added to the selected group
Task status updated
Triggers when a task status is updated in the selected board
Task completed
Triggers when a task is completed in the selected board
Event created
Triggers when a new event is created
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
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.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address 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 account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
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 checklist
Creates a checklist for the specified task
Create private task
Creates a new private task
Invite user
Invites a user to the selected network
Create board
Creates a new board
Create group event
Creates a new group event
Add comment in post
Adds a comment in the specified post
Create private event
Creates a new private event
Add member to board
Adds a member to the selected board
Create forum post
Creates a new forum post
Add member to group
Adds a member to the selected group
Create task in section
Creates a new task in the selected section
Create group
Creates a new group in the selected network
Create conversation
Creates a new conversation in the selected group
Add comment in task
Adds a comment in the specified task
Archive task
Archives the selected task
Archive board
Archives the selected board
Unarchive board
Unarchives the selected board
Unarchive group
Unarchives the selected group
Archive group
Archives the selected group
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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.
Similar apps
What is 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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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