Integrate Zoho CRM with Zoho Marketing Automation
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Supported triggers and actions
Integrate Zoho CRM and Zoho Marketing Automation 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
Lead removed from list
Triggers when a lead is removed from the selected list
Lead added to list
Triggers when a lead is added to the selected list
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
Clone campaign
Clones an existing campaign
Add lead to journey
Adds the specified lead to a journey
Tag lead
Adds the specified tag to a lead
Add lead score
Adds lead score for the specified email address
Create list
Creates a new list
Create or update lead
Creates a new lead or updates the details of an existing lead
Create lead tag
Creates a new lead tag
Send email campaign
Sends an existing email campaign
Update list
Updates the details of an existing list
Unsubscribe lead
Removes a lead from the selected list
Untag lead
Removes the specified tag from a lead
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
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 Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
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