Integrate Workiom with Zoho CRM
Send information between Workiom and Zoho CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Workiom and Zoho CRM
Connect Workiom and Zoho CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Workiom and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created
Triggers when a new record is created
Record updated
Triggers when the details of an existing record are updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New note
Triggers when a new note is added
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
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
All Actions - Actions are the automated tasks
Create record
Create a new record in Workiom
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
Enroll cadence
Enrolls an existing record to a cadence
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
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
Add user
Adds a new user
Send mail merge
Sends a mail merge with details of the selected record
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
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 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 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
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Workiom?
Workiom is a flexible and fully customizable workspace that lets you collaborate with your team, automate your workflows, track and report workspace, and more.
What is Zoho CRM?
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
