Integrate Zoho Contracts with Zoho CRM
Send information between Zoho Contracts and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts
How it works
Create an account in Zoho CRM when a counterparty is created in Zoho Contracts
Zoho Contracts + Zoho CRM
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Supported triggers and actions
Integrate Zoho Contracts and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contract state moved to active
Triggers when the state of the contract is moved to active
Counterparty contact created
Triggers when a new counterparty contact is created
Contract created
Triggers when a new contract is created
Obligation created
Triggers when an obligation is created in a contract
Counterparty created
Triggers when a new counterparty is created
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
User created or updated
Triggers when the details of an existing user are created or updated
New module
Triggers when a new module is created
New note
Triggers when a new note is added
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 contact
Triggers when a new contact 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)
All Actions - Actions are the automated tasks
Create counterparty
Creates a new counterparty
Create obligation
Creates a new obligation in the specified contract
Create counterparty contact
Creates a new counterparty contact
Create contract
Creates a new contract
Update counterparty
Updates the details of an existing counterparty
Fetch counterparty
Fetches the details of an existing counterparty by name or organization API name
Draft email template
Drafts an email based on the selected template
Add user
Adds a new user
Add tags
Adds tags to the specified record
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 module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Zoho Contracts?
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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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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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Toto
Technical Engineer, Master Liveaboards
