Integrate Zoho CRM with HighLevel

Send information between Zoho CRM and HighLevel automatically, without writing any code, using Zoho Flow.

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Add a new contact in HighLevel whenever a new contact is added in Zoho CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in HighLevel whenever a new contact is created in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in HighLevel.
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Add a new contact in HighLevel whenever a new contact is added in Zoho CRM

Zoho CRM + HighLevel

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Supported triggers and actions

Integrate Zoho CRM and HighLevel using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry created or updated

Triggers when a record entry is created or updated

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

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 contact

Triggers when a new contact is created

New module

Triggers when a new module is created

Updated module entry

Triggers when an entry is updated in the selected module

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Pipeline stage changed

Triggers when the stage of an existing pipeline is changed

Contact tag added or removed

Triggers when a new contact tag is added or an existing contact is removed

Opportunity status changed

Triggers when the status of an opportunity is changed

Contact updated

Triggers when the details of an existing contact are updated

Contact added

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Update module entry

Updates the specified module entry

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Draft email template

Drafts an email based on the selected template

Add user

Adds a new user

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Add tags

Adds tags to the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Convert lead to contact

Converts a lead to a contact

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch user

Fetches the details of an existing user by name or email address

Fetch lead

Fetches a lead by email address or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by 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

Add contact to campaign

Adds a contact to an existing campaign

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Add tag to contact

Adds a tag to the specified contact

Create business

Creates a new business

Create contact

Creates a new contact

Create user

Create a new user

Update user

Update the details of an existing user by ID

Update contact

Update the details of an existing contact by ID

Update opportunity

Update the details of an existing opportunity by ID

Fetch contact

Fetches the details of an existing contact by query

Remove tag from contact

Removes a tag from the specified contact

Remove contact from campaign

Removes a contact from an existing campaign

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.

What is HighLevel?

HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.

Marketing Automation

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.

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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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

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