Integrate Zoho CRM with Wild Apricot
Send information between Zoho CRM and Wild Apricot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an invoice in Wild Apricot for newly closed deals in Zoho CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Wild Apricot each time a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Wild Apricot.
Generate an invoice in Wild Apricot for newly closed deals in Zoho CRM
Zoho CRM + Wild Apricot
Generate a new contact in Wild Apricot each time 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 generate a new contact in Wild Apricot 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 creates a new contact in Wild Apricot.
Generate a new contact in Wild Apricot each time a new contact is created in Zoho CRM
Zoho CRM + Wild Apricot
Build your own integrations between Zoho CRM and Wild Apricot
Connect Zoho CRM and Wild Apricot 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 Wild Apricot 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 created or updated
Triggers when a contact is created or updated
Payment created or updated
Triggers when a payment is created or updated
Event registration created or updated
Triggers when an event registration is created or updated
Event created or updated
Triggers when an event is created or updated
Invoice created or updated
Triggers when an invoice is created or updated
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
Fetch event registration
Fetches the details of an existing event registration
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Create invoice
Creates a new invoice
Create event
Creates a new event
Create event registration
Creates a new event registration for an existing contact
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update event registration
Updates the details of an existing event registration
Update event
Updates the details of an existing event
Fetch event
Fetches the details of an existing event
Fetch invoice
Fetches the details of an existing invoice
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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What is Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
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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.
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
