Integrate Zoho CRM with Robly
Send information between Zoho CRM and Robly automatically, without writing any code, using Zoho Flow.
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Add a new contact in Robly whenever a new contact is added in Zoho CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Robly 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 adds a new contact in Robly.
Add a new contact in Robly whenever a new contact is added in Zoho CRM
Zoho CRM + Robly
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Supported triggers and actions
Integrate Zoho CRM and Robly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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)
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
Contact added
Triggers when a new contact is added
Contact unsubscribed
Triggers when a contact has unsubscribed
List created
Triggers when a new list is created
All Actions - Actions are the automated tasks
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 module entry
Creates a new module entry (eg., Leads, Deals, etc)
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
Add user
Adds a new user
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 or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update related module entry
Relates an entry in this module with an entry in another module
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
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
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
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
Create contact
Adds a new contact
Create list
Creates a new list
Update full contact details
Updates the details of a contact including sub lists.
Add contact to sub list
Adds a new or existing contact to a sub list
Find contact
Searches for a contact by email address
Unsubscribe contact
Unsubscribes a contact
Remove contact from list
Removes a contact from the selected list
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 Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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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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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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