Integrate Zoho CRM with Zoho Connect
Send information between Zoho CRM and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and Zoho Connect 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 module
Triggers when a new module is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
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
Updated deal
Triggers when an existing deal is updated
Announcement updated
Triggers when the details of an existing announcement is updated
Task updated
Triggers when the details of an existing task is updated
Forum updated
Triggers when an existing forum post is updated
Poll created
Triggers when a new poll is created
Task unassigned
Triggers when a task is unassigned
Task open
Triggers when a task status is marked as open
Member added in group
Triggers when a member added to group
Board created
Triggers when a new board is created
Task status changed
Triggers when the status of an existing task is updated
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Group created
Triggers when a new group is created
Member removed from board
Triggers when a member is removed from a board
Task assigned
Triggers when a task is assigned
Event created
Triggers when a new event is created
Status created
Triggers when a new conversation is posted
Announcement created
Triggers when a new announcement is created
New task created
Triggers when a new task is created
Event updated
Triggers when the details of an existing event is updated
Task reminder
Triggers when a task is created with a reminder
Member added in network
Triggers when a new member added to the selected network
Member removed from network
Triggers when a new member is removed from the selected network
Member added in board
Triggers when a member is added to a board
Forum created
Triggers when a new forum is created
Event invited
Triggers when an invitee is added to an event
Question created
Triggers when a new questions is created
Announcement comment created
Triggers when a new comment is created in announcements
Task completed
Triggers when a task is completed in selected board
All Actions - Actions are the automated tasks
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Update related module entry
Relates an entry in this module with an entry in another module
Draft email template
Drafts an email based on the selected template
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
Send mail merge
Sends a mail merge with details of the selected record
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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 email template
Sends an email to the specified users
Add user
Adds a new user
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch event
Fetches an event by its title or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create board from board template
Creates a new board from an existing saved template
Add comment in post
Adds a comment in the specified post
Create checklist
Creates a checklist for the specified task
Create forum post
Creates a new forum post
Invite user
Invites a user to the selected network
Create private event
Creates a new private event
Create task in section
Creates a new task in the selected section
Add member to group
Adds a member to the selected group
Add member to board
Adds a member to the selected board
Create group
Creates a new group in the selected network
Add comment in task
Adds a comment in the specified task
Create private task
Creates a new private task
Create group event
Creates a new group event
Create board
Creates a new board
Create conversation
Creates a new conversation in the selected group
Unarchive group
Unarchives the selected group
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Archive task
Archives the selected task
Archive group
Archives the selected group
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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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What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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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.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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