Integrate Systeme.io with Zoho CRM
Send information between Systeme.io and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Systeme.io and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Enrolled in community
Triggers when a contact is enrolled in a community
Funnel step form subscribed
Triggers when a contact subscribes via a funnel step form
Enroll contact in a course
Triggers when a contact is enrolled in a course
Tag created
Triggers when a new tag is created
Tag added to a contact
Triggers when a tag is added to an existing contact
Contact created
Triggers when a new contact is created
Page visited
Triggers when a contact visits the selected page
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
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
Entry created or updated
Triggers when a record entry is created or updated
User created or updated
Triggers when the details of an existing user are created or updated
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Assigns tag to a contact
Assigns a tag to an existing contact
Create contact
Creates a new contact
Create an enrollment resource
Create a new enrollment resource for an existing course
Create tag
Creates a new tag
Update contact
Updates the details of an existing contact
Update tag
Updates the details of an existing tag
Fetch enrollment resource by entrollment details
Fetches the details of an existing enrollment using enrollment details
Fetch contact by email address
Fetches the details of an existing contact using email address
Fetch tag by ID
Fetches the details of an existing tag using ID
Fetch course resources by name
Fetches the details of an existing course resource (course, module, lecture) using resource name
Fetch tag by name
Fetches the details of an existing tag using name
Fetch contact by ID
Fetches the details of an existing contact using ID
Unassigns tag from a contact
Unassigns a tag from an existing contact
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Add tags
Adds tags to the specified record
Add user
Adds a new user
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Send mail merge
Sends a mail merge with details of the selected record
Convert lead to contact
Converts a lead to a contact
Draft email template
Drafts an email based on the selected template
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Systeme.io?
Systeme.io is a marketing platform that helps businesses create and launch sales funnels, send marketing emails, manage affiliate marketing, build websites, and more.
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What is Zoho CRM?
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
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