Integrate Zoho Backstage with Zoho CRM
Send information between Zoho Backstage and Zoho CRM automatically, without writing any code, using Zoho Flow.
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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 Zoho CRM campaigns for new events in Zoho Backstage
Zoho Backstage + Zoho CRM
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Supported triggers and actions
Integrate Zoho Backstage and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Registration canceled by attendee
Triggers when a registration for an event is canceled by an attendee
Order created
Triggers when a new order is created
Attendee registered for event
Triggers when an attendee registers for the selected event
Event published
Triggers when the organizer publishes the event microsite for the first time
Event created
Triggers when a new event is created
Attendee checked-in
Triggers when an attendee checks in to the selected event
Order canceled
Triggers when an order is canceled
Event republished
Triggers when an event is updated and then republished
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Place order
Creates an order to buy ticket
Create event
Creates a new event in the selected portal
Update event
Updates the details of an existing event
Cancel order
Cancels the specified order
Fetch order
Fetches the details of an existing order by order ID
Fetch ticket class details
Fetches the details of a ticket class by ID
Fetch event
Fetches the details of an existing event by ID
Fetch attendee in a event
Fetches the details of an existing attendee including its custom fields
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
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
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
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
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Draft email template
Drafts an email based on the selected template
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user 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 contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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