Integrate Zoho CRM with Zoho Vault
Send information between Zoho CRM and Zoho Vault automatically, without writing any code, using Zoho Flow.
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Add users to a folder in Zoho Vault when they're added to Zoho CRM
How it works
Add users to a folder in Zoho Vault when they're added to Zoho CRM
Zoho CRM + Zoho Vault
Build your own integrations between Zoho CRM and Zoho Vault
Connect Zoho CRM and Zoho Vault 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 Zoho Vault 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
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
Share folder with users
Shares the selected folder with the specified users
Share password with user groups
Shares the selected password with the specified user groups
Share folder to group
Shares the selected folder to the specified group
Share password with users
Shares the selected password with the specified users
Create folder
Creates a new folder
Stop sharing folder with users
Stop sharing the selected folder with the specified users
Stop sharing password with users
Stop sharing the selected password with the specified users
Stop sharing password with user groups
Stop sharing the selected password with the selected user groups
Fetch user - By name
Fetches the details of an existing user by name
Fetch user group
Fetches the details of an existing user group by name
Fetch folder
Fetches the details of an existing folder by name
Fetch user - By email address
Fetches the details of an existing user using email address
Fetch password
Fetches an existing password by name
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 Vault?
Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.
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Webhook triggers
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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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