Integrate Zoho CRM with SendX
Send information between Zoho CRM and SendX automatically, without writing any code, using Zoho Flow.
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Add a new contact in SendX whenever a new contact is added in Zoho CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in SendX 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 or updates the details of an existing contact in SendX.
Add a new contact in SendX whenever a new contact is added in Zoho CRM
Zoho CRM + SendX
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Supported triggers and actions
Integrate Zoho CRM and SendX 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 added to list
Triggers when an existing contact is added to a list
Contact removed from list
Triggers when an existing contact is removed from a list
Contact unsubscribed
Triggers when an existing contact has unsubscribed
Tag added to contact
Triggers when a tag is added to an existing contact
Tag removed from contact
Triggers when a tag is removed from an existing contact
Contact created
Triggers when a new contact is created
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 contact
Creates a new contact or updates the details of an existing contact
Add tag
Adds a tag to the specified contact
Remove tag
Removes the tag from the specified 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.
Similar apps
What is SendX?
SendX is an email marketing application that helps you with email campaigns, drip marketing, list growth, landing pages, web forms and more.
Similar apps
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
