Integrate Zoho Assist with Zoho CRM
Send information between Zoho Assist and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Assist and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Remote support session customer joined
Triggers when a remote support session customer is joined
Inbound request delegated
Triggers when a inbound request is delegated
Unattended access session ended
Triggers when a unattended access session is ended
Inbound request declined
Triggers when a inbound request is declined
Inbound request transferred
Triggers when a inbound request is transferred
Remote support session end
Triggers when a remote support session is ended
Inbound request dropped
Triggers when a inbound request is dropped
Device deleted
Triggers when a device is deleted
Screen share session end
Triggers when a screen share session is ended
Device added
Triggers when a new device is added
Device online
Triggers when a device is online
Inbound request created
Triggers when a new inbound request created
Remote support session started
Triggers when a remote support session is started
Device offline
Triggers when a device is offline
Screen share session started
Triggers when a screen share session is started
Inbound request picked
Triggers when a inbound request is picked
Unattended access session started
Triggers when a unattended access session is started
Inbound request expired
Triggers when a inbound request is expired
New user
Triggers when a new user 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
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 module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Schedule session
Schedules a screen sharing session
Create unattended session
Creates a new unattended session
Create unattended group
Creates a new unattended group
Create session
Creates a new screen sharing session
Update unattended computer
Updates the details of an existing unattended computer
Update unattended group
Updates the details of an existing unattended group
Fetch unattended computer
Fetches the details of an existing unattended computer
Fetch unattended group
Fetches the details of an existing unattended group
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
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.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
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.
Update user
Updates the details of an existing user based on user ID
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 deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Zoho Assist?
Zoho Assist is remote support and access software. You can share screens, work with multiple monitors, and offer support with the live chat feature.
Similar apps
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.
Similar apps
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.
Learn more >
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 >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
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
