Integrate Zoho CRM with SpringEdge
Send information between Zoho CRM and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in SpringEdge for newly created contacts in Zoho CRM
Send personalized welcome emails to every new contact in your customer relationship management platform. This workflow ensures that a welcome email is sent in SpringEdge whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
Dispatch a welcome message in SpringEdge for newly created contacts in Zoho CRM
Zoho CRM + SpringEdge
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Supported triggers and actions
Integrate Zoho CRM and SpringEdge using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is 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 note
Triggers when a new note is added
All Actions - Actions are the automated tasks
Update module entry
Updates the specified module entry
Add tags
Adds tags to the specified record
Send mail merge
Sends a mail merge with details of the selected 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
Add user
Adds a new user
Remove tags
Removes tags from the specified record
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
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using 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 event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Send SMS
Sends an SMS to the specified mobile number
Send unicode SMS
Sends a unicode SMS to the specified recipient
Fetch delivery status
Fetches the delivery status of an SMS using message ID
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
What is SpringEdge?
SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.
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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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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