![](https://flow-in-public.nimbuspop.com/flow-apps/pocketsmith.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Integrate PocketSmith with Zoho CRM
Send information between PocketSmith and Zoho CRM automatically, without writing any code, using Zoho Flow.
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PocketSmith and Zoho CRM
Connect PocketSmith and Zoho CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PocketSmith and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/pocketsmith.png)
Account created
Triggers when a new account belonging to the user is created
![](https://flow-in-public.nimbuspop.com/flow-apps/pocketsmith.png)
Transaction made
Triggers when a new transaction is made in an account
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
New user
Triggers when a new user is created
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
New note
Triggers when a new note is added
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module
Triggers when a new module is created
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
New lead
Triggers when a new lead is created
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated module entry
Triggers when an entry is updated in the selected module
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated deal
Triggers when an existing deal is updated
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
User created or updated
Triggers when the details of an existing user are created or updated
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Entry created or updated
Triggers when a record entry is created or updated
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/pocketsmith.png)
Create transaction
Creates a transaction in a transaction account
![](https://flow-in-public.nimbuspop.com/flow-apps/pocketsmith.png)
Create account
Creates an account belonging to the user by their ID
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Convert lead to contact
Converts a lead to a contact
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add user
Adds a new user
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Remove tags
Removes tags from the specified record
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add note
Adds a note to the selected module
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update module entry
Updates the specified module entry
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add tags
Adds tags to the specified record
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send mail merge
Sends a mail merge with details of the selected record
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send email template
Sends an email to the specified users
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update related module entry
Relates an entry in this module with an entry in another module
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Raise signal
Raises a signal to Zoho CRM
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update user
Updates the details of an existing user based on user ID
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch email template
Fetches an email template by name
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch lead
Fetches a lead by email address or unique ID
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch event
Fetches an event by its title or unique ID
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Clone module entry
Clones an existing module entry
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch account
Fetches an account by its name or unique ID
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch user
Fetches the details of an existing user by name or email address
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch inventory template
Fetches an inventory template using ID
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch contact
Fetches a contact by email address, unique ID, or name
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Delete module entry
Deletes the specified entry
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Cancel call
Cancels a event
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch product
Fetches a product by its name or unique ID
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch module entry
Fetches a module entry by the specified values
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
What is Zoho CRM?
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.
Learn more >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 >