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Integrate Zoho Mail with Zoho CRM
Send information between Zoho Mail and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Build your own integrations between Zoho Mail and Zoho CRM
Connect Zoho Mail and Zoho CRM 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 Mail and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Email received from particular sender
Triggers when a new email is received from the specified email address
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Email tagged
Triggers when an email is tagged.
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Email received
Triggers when a new email is received
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Email sent
Triggers when an email is sent
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Email matching search received
Triggers when a new email matching the given conditions is received
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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New note
Triggers when a new note is added
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Entry created or updated
Triggers when a record entry is created or updated
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User created or updated
Triggers when the details of an existing user are created or updated
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New contact
Triggers when a new contact is created
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New module
Triggers when a new module is created
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New lead
Triggers when a new lead is created
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New user
Triggers when a new user is created
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Updated module entry
Triggers when an entry is updated in the selected module
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Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
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Create note
Creates a new personal note or a group note
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Create draft
Creates a new email and stores it in the draft folder
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Create folder
Creates a new folder
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Send email
Creates and sends a new email
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Create permalink
Creates a permalink for a specific message by ID
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Reply to an email
Sends reply to a received email using message ID
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Create task
Creates a new task
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Add user to organization
Adds a new user to an existing organization
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Update permalink
Updates the details of an existing permalink by message ID
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Add member to group
Adds a new member to an existing organization
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Apply tag on email
Applies a tag on the selected email by message ID
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Move email to folder
Moves an email to the selected folder
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Fetch email
Fetches the details of an existing email by its unique message ID
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Fetch permalink
Fetches the details of an existing permalink by its unique message ID
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Remove permalink
Removes the specified permalink
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Convert lead to contact
Converts a lead to a contact
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Draft email template
Drafts an email based on the selected template
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Enroll cadence
Enrolls an existing record to a cadence
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Update related module entry
Relates an entry in this module with an entry in another module
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Remove tags
Removes tags from the specified record
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send mail merge
Sends a mail merge with details of the selected record
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Send email template
Sends an email to the specified users
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Add note
Adds a note to the selected module
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Un-enroll cadence
Un-enrolles a record from the cadence
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Add tags
Adds tags to the specified record
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Add user
Adds a new user
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Update module entry
Updates the specified module entry
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Raise signal
Raises a signal to Zoho CRM
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Update user
Updates the details of an existing user based on user ID
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Clone module entry
Clones an existing module entry
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Fetch user
Fetches the details of an existing user by name or email address
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Fetch email template
Fetches an email template by name
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Fetch inventory template
Fetches an inventory template using ID
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Cancel call
Cancels a event
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Delete module entry
Deletes the specified entry
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Fetch module entry
Fetches a module entry by the specified values
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Fetch product
Fetches a product by its name or unique ID
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