Integrate Zoho CRM with Sakari
Send information between Zoho CRM and Sakari automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Sakari for a newly added contact in Zoho CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in Sakari when 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 sends a new message in Sakari.
Send a greeting email in Sakari for a newly added contact in Zoho CRM
Zoho CRM + Sakari
Set up a new contact in Sakari when a contact is created in Zoho CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Sakari for new contacts 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 Sakari.
Set up a new contact in Sakari when a contact is created in Zoho CRM
Zoho CRM + Sakari
Create a new contact in Sakari whenever a new contact is created in Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Sakari 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 Sakari.
Create a new contact in Sakari whenever a new contact is created in Zoho CRM
Zoho CRM + Sakari
Build your own integrations between Zoho CRM and Sakari
Connect Zoho CRM and Sakari 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 Sakari 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 updated
Triggers when the details of an existing contact are updated
Message received
Triggers when a new message is received
Contact removed
Triggers when a contact is deleted
Contact created
Triggers when a new contact is created
Contact opted in
Triggers when a contact opts-in for text messaging
Contact opted out
Triggers when a contact opts-out from text messaging
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 message
Sends a new message
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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.
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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 and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
