Integrate Sansan with Zoho CRM
Send information between Sansan and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Add new Sansan business cards to Zoho CRM as leads
How it works
Add new Sansan business cards to Zoho CRM as leads
Sansan + Zoho CRM
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Supported triggers and actions
Integrate Sansan and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Card created
Triggers when a new card is created
Updated card
Triggers when the details of an existing card are updated
Entry created or updated
Triggers when a record entry is created or updated
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New user
Triggers when a new user is created
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
Updated deal
Triggers when an existing deal is updated
New note
Triggers when a new note is added
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Fetch tags
Fetches the list of tags for the specified card
Fetch card
Fetches the details of an existing card by ID
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
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Draft email template
Drafts an email based on the selected template
Update module entry
Updates the specified module entry
Convert lead to contact
Converts a lead to a contact
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
Add user
Adds a new user
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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.
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
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch event
Fetches an event by its title or unique ID
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 email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
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
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 Sansan?
Sansan is a cloud-based contact management system that lets you manage and share contacts and digitize business cards. You can add reminders and download your contact list to use elsewhere.
Similar apps
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.
Similar apps
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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Technical Engineer, Master Liveaboards
