Integrate Zoho CRM with ActiveTrail
Send information between Zoho CRM and ActiveTrail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
How it works
Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
ActiveTrail + Zoho Cliq + Zoho CRM
Add a new contact in ActiveTrail whenever a new contact is added 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 ActiveTrail whenever a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in ActiveTrail.
Add a new contact in ActiveTrail whenever a new contact is added in Zoho CRM
Zoho CRM + ActiveTrail
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Supported triggers and actions
Integrate Zoho CRM and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
New module
Triggers when a new module is created
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
Contact removed from group
Triggers when a contact is removed from any group
Contact added to group
Triggers when a contact is added to any group
Updated contact
Triggers when the details of an existing contact are updated
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
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.
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)
Send mail merge
Sends a mail merge with details of the selected record
Draft email template
Drafts an email based on the selected template
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.
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
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
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
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
Clone module entry
Clones an existing module entry
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 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 contact
Creates a new contact
Send SMS
Sends an SMS message to a specified number
Fetch group
Fetches an existing group by name
Add contact to group
Adds a contact to the specified group
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
What is Zoho CRM?
What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
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