Integrate Zoho CRM with Toky

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

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Create a contact in Toky each time a contact is created in Zoho CRM

Keep your business phone system's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in Toky 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 Toky phone directory in Toky.
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Create a contact in Toky each time a contact is created in Zoho CRM

Zoho CRM + Toky

[esc]

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

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Toky each time 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 Toky phone directory in Toky.
+

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

Zoho CRM + Toky

Build your own integrations between Zoho CRM and Toky

Connect Zoho CRM and Toky with over 1000+ 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 Toky using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New voicemail

Trigger when there is a new voicemail in Toky.

Call made or received

Trigger when there is an inbound or outbound call in Toky

All Actions - Actions are the automated tasks

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

Create contact

Creates a new contact in Toky phone directory

Fetch voicemail

Fetches the details of a voicemail recording URL based on voicemail ID

Find contact

Finds an existing contact in Toky by phone number

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 Toky?

Toky is a full-featured business phone system that allows customers and teams to communicate seamlessly using the internet.

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.

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Custom functions

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

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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