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

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Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.


Each time a new contact unsubscribes in ActiveTrail, this flow fetches the corresponding lead in Zoho CRM, adds a note to keep your CRM updated about the cancellation, and sends a channel notification in Zoho Cliq. Let Zoho Flow track and record your customers' interests so you can better engage with them.


How it works
1. A contact unsubscribes in ActiveTrail.

2. Zoho Flow executes the following tasks automatically:

a. Fetches the corresponding lead in Zoho CRM.

b. Adds a note for the lead in Zoho CRM.

c. Notifies a specific channel in Zoho Cliq.
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Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.

ActiveTrail + Zoho Cliq + Zoho CRM

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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
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in ActiveTrail.
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Add a new contact in ActiveTrail whenever a new contact is added in Zoho CRM

Zoho CRM + ActiveTrail

Build your own integrations between Zoho CRM and ActiveTrail

Connect Zoho CRM and ActiveTrail with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and ActiveTrail using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

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

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

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

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

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

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)

Raise signal

Raises a signal to Zoho CRM

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 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 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

Fetch inventory template

Fetches an inventory template using ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

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

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?

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.

What is ActiveTrail?

ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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