Integrate Sansan with Zoho CRM
Send information between Sansan and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when the details of an existing card are updated
Triggers when a new card is created
Triggers when a new contact is created
Triggers when a new note is added
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)
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Triggers when a new module is created
Triggers when an existing deal is updated
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Fetches the details of an existing card by ID
Fetches the list of tags for the specified card
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Adds a new user
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raises a signal to Zoho CRM
Removes tags from the specified record
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Updates the details of an existing user based on user ID
Fetches an event by its title or unique ID
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetches a lead by email address or unique ID
Fetches an account by its name or unique ID
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
Clone module entry
Clones an existing module entry
Fetches a contact by email address, unique ID, or name
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetches a product by its name or unique ID
What is Zoho CRM?
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