Integrate Zoho CRM with Sendmode
Send information between Zoho CRM and Sendmode automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in Sendmode for newly created contacts in Zoho CRM
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Sendmode each time 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 text message to the specified phone number in Sendmode.
Dispatch a welcome message in Sendmode for newly created contacts in Zoho CRM
Zoho CRM + Sendmode
Create a new contact in Sendmode when a new contact is created in Zoho CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Sendmode 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 creates a new customer or updates the details of an existing customer in Sendmode.
Create a new contact in Sendmode when a new contact is created in Zoho CRM
Zoho CRM + Sendmode
Build your own integrations between Zoho CRM and Sendmode
Connect Zoho CRM and Sendmode 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 Sendmode 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
Delivery report status
Triggers when the status of a delivery report is received
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 or update customer
Creates a new customer or updates the details of an existing customer
Send SMS
Sends a text message to the specified phone number
Optout customer
Opts a customer out of your database lists
Get credits
Checks the remaining credits on the customer account
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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