Integrate Zoho CRM with GatewayAPI
Send information between Zoho CRM and GatewayAPI automatically, without writing any code, using Zoho Flow.
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Send a greeting email in GatewayAPI for a newly added contact in Zoho CRM
Send personalized welcome emails to every new contact in your customer relationship management platform. This workflow ensures that a welcome email is sent in GatewayAPI whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow sends an SMS message to a specified group of recipients in GatewayAPI.
Send a greeting email in GatewayAPI for a newly added contact in Zoho CRM
Zoho CRM + GatewayAPI
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Supported triggers and actions
Integrate Zoho CRM and GatewayAPI using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New module
Triggers when a new module is created
All Actions - Actions are the automated tasks
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
Draft email template
Drafts an email based on the selected template
Update module entry
Updates the specified module entry
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected 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)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
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 deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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 contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Send SMS message
Sends an SMS message to a specified group of recipients
Schedule SMS message
Schedules the specified outgoing SMS messages
Fetch message
Fetch details of the specified SMS message
Fetch balance
Fetches the details of your account balance
What is Zoho CRM?
What is GatewayAPI?
GatewayAPI is an SMS gateway and services platform that lets you send, receive, and automate SMS messages.
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