Integrate Sansan with Zoho CRM

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

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Add new Sansan business cards to Zoho CRM as leads

Start tracking your lead's progress from the moment you meet them. When a new business card is added in Sansan, this flow adds the contact information to Zoho CRM as a new lead.

How it works

1. A new business card is added in Sansan.

2. Zoho Flow creates a lead in Zoho CRM.

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Add new Sansan business cards to Zoho CRM as leads

Sansan + Zoho CRM

Build your own integrations between Sansan and Zoho CRM

Connect Sansan and Zoho CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Sansan and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated card

Triggers when the details of an existing card are updated

Card created

Triggers when a new card is created

New lead

Triggers when a new lead is created

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 entry

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

New module

Triggers when a new module is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New contact

Triggers when a new contact is created

New note

Triggers when a new note is added

Updated module entry

Triggers when an entry is updated in the selected module

All Actions - Actions are the automated tasks

Fetch card

Fetches the details of an existing card by ID

Fetch tags

Fetches the list of tags for the specified card

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

Create or update module entry

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

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

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

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)

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch event

Fetches an event by its title or unique 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

Fetch deal

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

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

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

What is Sansan?

Sansan is a cloud-based contact management system that lets you manage and share contacts and digitize business cards. You can add reminders and download your contact list to use elsewhere.

Contact Management

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.

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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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