Integrate Zoho CRM with ActiveTrail
Send information between Zoho CRM and ActiveTrail automatically, without writing any code, using Zoho Flow.
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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.
Create and place contacts in ActiveTrail when leads created in Zoho CRM
Zoho CRM + ActiveTrail + Zoho Books
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.
Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
Zoho CRM + ActiveTrail + Zoho Cliq
Add a new contact in ActiveTrail whenever a new contact is added in Zoho CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in ActiveTrail whenever a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in ActiveTrail.
Add a new contact in ActiveTrail whenever a new contact is added in Zoho CRM
Zoho CRM + ActiveTrail
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Supported triggers and actions
Integrate Zoho CRM and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
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
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
Updated contact
Triggers when the details of an existing contact are updated
Contact added to group
Triggers when a contact is added to any group
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Contact removed from group
Triggers when a contact is removed from any group
All Actions - Actions are the automated tasks
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Add user
Adds a new user
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.
Remove tags
Removes tags from the specified record
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 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
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
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
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
Create contact
Creates a new contact
Fetch group
Fetches an existing group by name
Send SMS
Sends an SMS message to a specified number
Add contact to group
Adds a contact to the specified group
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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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What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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