Integrate Zoho CRM with Yournotify

Send information between Zoho CRM and Yournotify automatically, without writing any code, using Zoho Flow.

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Create a contact in Yournotify each time a contact is created in Zoho CRM

Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in Yournotify for every new contact 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 or updates the details of an existing contact in Yournotify.
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Create a contact in Yournotify each time a contact is created in Zoho CRM

Zoho CRM + Yournotify

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Add a new contact in Yournotify 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 generate a new contact in Yournotify each time 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 or updates the details of an existing contact in Yournotify.
+

Add a new contact in Yournotify whenever a new contact is added in Zoho CRM

Zoho CRM + Yournotify

Build your own integrations between Zoho CRM and Yournotify

Connect Zoho CRM and Yournotify with over 650+ 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 Yournotify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New note

Triggers when a new note is added

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

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New module entry

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

New lead

Triggers when a new lead is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is created

Updated module entry

Triggers when an entry is updated in the selected module

Updated contact

Triggers when the details of an existing contact are updated

New SMS campaign

Triggers when a new SMS campaign is created

New contact

Triggers when a new contact is created

New email campaign

Triggers when a new email campaign is created

New list

Triggers when a new list is created

All Actions - Actions are the automated tasks

Convert lead to contact

Converts a lead to a contact

Update related module entry

Relates an entry in this module with an entry in another module

Create or update lead

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

Add tags

Adds tags to the specified record

Add user

Adds a new user

Draft email template

Drafts an email based on the selected template

Send mail merge

Sends a mail merge with details of the selected record

Send email template

Sends an email to the specified users

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Raise signal

Raises a signal to Zoho CRM

Remove tags

Removes tags from the specified record

Create or update contact

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

Update module entry

Updates the specified module entry

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add note

Adds a note to the selected module

Update user

Updates the details of an existing user based on user ID

Fetch contact

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

Fetch email template

Fetches an email template by name

Fetch account

Fetches an account by its name or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

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 SMS campaign for contact list

Creates a new SMS campaign for an existing contact list

Create or update contact

Creates a new contact or updates the details of an existing contact

Create email campaign for contact list

Creates a new email campaign for the given contact list

Create list

Creates a new list

Fetch list

Fetches the details of an existing list by list ID or list name

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 Yournotify?

Yoursnotify is a digital marketing platform that enables users to create email marketing and SMS marketing campaigns.

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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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

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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