Integrate Zoho CRM with Omnisend

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

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Generate a new contact in Omnisend each time a new contact is created in Zoho CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Omnisend 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 or updates an existing contact. This action creates or updates based on email. in Omnisend.
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Generate a new contact in Omnisend each time a new contact is created in Zoho CRM

Zoho CRM + Omnisend

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Supported triggers and actions

Integrate Zoho CRM and Omnisend 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

Product added

Triggers when a new product is added

Order created

Triggers when a new order is created

Campaign created

Triggers when a new campaign 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 product

Adds a new product

Create or update contact

Creates a new contact or updates an existing contact. This action creates or updates based on email.

Create order

Creates a new order

Update order

Updates the details of an existing order

Update product

Updates the details of an existing product

Fetch contact

Fetches the details of an existing contact

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 Omnisend?

Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.

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.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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