Integrate TrueMail with Zoho CRM

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

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Supported triggers and actions

Integrate TrueMail and Zoho CRM 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

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 user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New module

Triggers when a new module 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

New note

Triggers when a new note is added

All Actions - Actions are the automated tasks

Verify email address

Verifies the specified email address

Send mail merge

Sends a mail merge with details of the selected record

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

Update related module entry

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

Add user

Adds a new user

Send email template

Sends an email to the specified users

Create module entry

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

Convert lead to contact

Converts a lead to a contact

Raise signal

Raises a signal to Zoho CRM

Add tags

Adds tags to the specified record

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

Create or update lead

Creates a new lead. Updates the lead details if the email 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 inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch user

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

Fetch event

Fetches an event by its title or unique ID

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 deal

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

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

What is TrueMail?

TrueMail is an email verification platform that makes it easy for you to clean your mailing list and increase your deliverability rate. It can verify email addresses in seconds, provides bulk email validation, and can check mail validity for Gmail, Yahoo, and more.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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