Integrate Zoho CRM with Sakari

Send information between Zoho CRM and Sakari automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a greeting email in Sakari for a newly added contact in Zoho CRM

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in Sakari when a new contact is created in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow sends a new message in Sakari.
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Send a greeting email in Sakari for a newly added contact in Zoho CRM

Zoho CRM + Sakari

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Set up a new contact in Sakari when a contact is created in Zoho CRM

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Sakari for new contacts created in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in Sakari.
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Set up a new contact in Sakari when a contact is created in Zoho CRM

Zoho CRM + Sakari

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Create a new contact in Sakari whenever a new contact is created in Zoho CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Sakari whenever a new contact is created in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in Sakari.
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Create a new contact in Sakari whenever a new contact is created in Zoho CRM

Zoho CRM + Sakari

Build your own integrations between Zoho CRM and Sakari

Connect Zoho CRM and Sakari with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Sakari using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Updated module entry

Triggers when an entry is updated in the selected module

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

Entry created or updated

Triggers when a record entry is created or updated

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)

New lead

Triggers when a new lead is created

Contact opted out

Triggers when a contact opts-out from text messaging

Contact opted in

Triggers when a contact opts-in for text messaging

Message received

Triggers when a new message is received

Contact updated

Triggers when the details of an existing contact are updated

Contact created

Triggers when a new contact is created

Contact removed

Triggers when a contact is deleted

All Actions - Actions are the automated tasks

Add tags

Adds tags to the specified record

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Send email template

Sends an email to the specified users

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update related module entry

Relates an entry in this module with an entry in another module

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

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

Draft email template

Drafts an email based on the selected template

Send mail merge

Sends a mail merge with details of the selected record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add note

Adds a note to the selected module

Raise signal

Raises a signal to Zoho CRM

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch event

Fetches an event by its title or unique 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

Fetch lead

Fetches a lead by email address or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch email template

Fetches an email template by name

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

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

Send message

Sends a new message

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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.

What is Sakari?

Sakari is a cloud-based text messaging service that allows businesses to send SMS reminders, alerts, confirmations, and marketing campaigns.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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CEO, OpIndia

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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