Integrate Zoho CRM with 900+ apps

Create business workflows for Zoho CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Zoho CRM workflows

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Add new customers in Loyverse as contacts in Zoho CRM


Add new customers in your POS app as contacts in your CRM automatically. This flow adds new Loyverse customer as contacts in Zoho CRM.

How it works
1. A new customer is created in Loyverse.
2. Zoho Flow adds the customer as a contact in Zoho CRM.
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Add new customers in Loyverse as contacts in Zoho CRM

Loyverse + Zoho CRM

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Create Zoho CRM leads for new subscribers in Mailjet

Winning over leads because of the good content you send out? Use this flow to capture this information into your CRM automatically- it creates a lead in Zoho CRM each time a new subscriber is added in Mailjet.

How it works

1. A new subscriber is added in Mailjet.

2. Zoho Flow creates a lead in Zoho CRM.

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Create Zoho CRM leads for new subscribers in Mailjet

Zoho CRM + Mailjet

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Manage your event registrations automatically. No syncing data manually. No paper work.

Each time a new response is submitted in Zoho Forms, this flow automatically creates a contact in Eventbrite, adds them as a subscriber in MailChimp, and as a lead in Zoho CRM. That way, Zoho Flow ensures to place the new lead at every catapult of your business.

How it works

 1. A new response is submitted in Zoho Forms.  

 2. Zoho Flow executes the following tasks automatically : 

a. Creates a contact in Eventbrite. 

b. Adds a new subscriber in MailChimp. 

c. Creates a lead in Zoho CRM.


Use this flow
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Manage your event registrations automatically. No syncing data manually. No paper work.

Zoho Forms + Eventbrite + Mailchimp + Zoho CRM

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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

This flow creates a new deal in Zoho CRM and sends a message to a Zoho Cliq channel every time you send a quote via Quotient. this way, your team can track new proposals and work on them accordingly.

How it works

1. A new quote is sent in Quotient. 

2. Zoho Flow executes the following tasks automatically: 

a. Creates a deal in Zoho CRM. 

b. Sends a channel notification to a Zoho Cliq channel.

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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

Quotient + Zoho Cliq + Zoho CRM

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Add users to a folder in Zoho Vault when they're added to Zoho CRM


Add users who are added to your CRM to your password management app. This flow adds people who are newly added to Zoho CRM to a specified folder in Zoho Vault.

How it works
1) A new user is added to Zoho CRM.
2) Zoho Flow adds the user to a folder in Zoho Vault.
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Add users to a folder in Zoho Vault when they're added to Zoho CRM

Zoho CRM + Zoho Vault

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New folder structure in Zoho WorkDrive for new Zoho CRM leads

This flow creates a folder and a subfolder in Zoho Workdrive every time a new lead is created in Zoho CRM. This is useful when you want to have specific documents for leads that are organized and readily accessible.

How it works
1. A new lead is captured in Zoho CRM.
2. Zoho Flow automatically creates a new folder structure for the lead.
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New folder structure in Zoho WorkDrive for new Zoho CRM leads

Zoho CRM + Zoho WorkDrive

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Create a mail merge document in Zoho Writer when an entry is created or updated in Zoho CRM


Inform your customers when their record with you is created or updated. This flow will create a mail merge document in Zoho Writer when an entry is created or updated in Zoho CRM.

How it works
1) An entry is created or updated in Zoho CRM.
2) Zoho Flow will create a mail merge document in Zoho Writer.
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Create a mail merge document in Zoho Writer when an entry is created or updated in Zoho CRM

Zoho CRM + Zoho Writer

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Add new Zoho CRM contacts as Sarbacane subscribers

Automate the process of adding your CRM contacts as subscribers to your mailing list. Use this flow to add new Zoho CRM contacts as subscribers in Sarbacane.

How it works
1. A new contact is added to Zoho CRM.
2. Zoho Flow automatically adds the new contact to Sarbacane as a subscriber.
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Add new Zoho CRM contacts as Sarbacane subscribers

Zoho CRM + Sarbacane

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 Create and place contacts in ActiveTrail when leads created in Zoho CRM

Whenever a new lead is created in Zoho CRM, Zoho Flow uses decision logic to identify the status of the lead. If the lead is pre-qualified, the flow creates a contact and adds them to a group in ActiveTrail, and also makes a copy of the contact in Zoho Books. On the other hand, if the lead is not pre-qualified, Zoho Flow further checks if an attempt was made to contact the lead, or if the lead was successfully contacted. If either is true, they are automatically added as a contact to a different group in ActiveTrail.

How it works

1. A new lead is created in Zoho CRM. 

2. Zoho Flow executes the following tasks automatically: 

a. Uses decision logic to check if: 

(i) lead status equals 'pre-qualify.'   

If (i) is true, Zoho Flow: 

b. Creates a contact in ActiveTrail. 

c. Adds the contact to a specific group in ActiveTrail. 

d. Creates a contact in Zoho Books.  

If (i) is false, Zoho Flow: 

Uses decision logic to check for the following conditions: 

(ii) lead status is 'attempted to contact'. 

(iii) lead status is 'contacted'.   

if (ii) OR (iii) is true Creates a contact in ActiveTrail. 

Adds the contact to a specific group in ActiveTrail.

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 Create and place contacts in ActiveTrail when leads created in Zoho CRM

Zoho CRM + ActiveTrail + Zoho Books

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Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.

Each time a new contact unsubscribes in ActiveTrail, this flow fetches the corresponding lead in Zoho CRM, adds a note to keep your CRM updated about the cancellation, and sends a channel notification in Zoho Cliq. Let Zoho Flow track and record your customers' interests so you can better engage with them.

How it works

1. A contact unsubscribes in ActiveTrail. 

2. Zoho Flow executes the following tasks automatically: 

a. Fetches the corresponding lead in Zoho CRM.

b. Adds a note for the lead in Zoho CRM.

c. Notifies a specific channel in Zoho Cliq.

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Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.

Zoho CRM + ActiveTrail + Zoho Cliq

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Add new Zoho CRM contacts to Aero Workflow

Whenever a contact is created in Zoho CRM, this flow adds a corresponding contact in Aero Workflow, letting you schedule appointments with new clients automatically.

How it works

1. A contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding contact in Aero Workflow.

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Add new Zoho CRM contacts to Aero Workflow

Zoho CRM + Aero Workflow

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Add new Zoho CRM contacts to Aircall

If you're using Aircall to handle customer calls, this flow can help collect their details from your CRM system automatically. Each time a new contact is created in Zoho CRM, a corresponding contact is created in Aircall.

How it works

1. A new contact is created in Zoho CRM. 

2. Zoho Flow adds a corresponding contact in Aircall.

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Add new Zoho CRM contacts to Aircall

Zoho CRM + Aircall

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Add new Zoho CRM contacts to Alegra

This flow creates a new contact in Alegra for every new contact added in Zoho CRM, saving you the time and effort of syncing contacts manually.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding contact in Alegra.

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Add new Zoho CRM contacts to Alegra

Zoho CRM + Alegra

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Receive Allmysms messages for updated deals in Zoho CRM

This flow sends an SMS, via Allmysms, each time a deal is updated in Zoho CRM. That way, you are automatically updated on the sales efforts of your team.

How it works

1. A deal is updated in Zoho CRM. 

2. Zoho Flow sends an SMS, via Allmysms.

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Receive Allmysms messages for updated deals in Zoho CRM

Zoho CRM + allmysms

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Copy Zoho CRM contacts to Autopilot

When a new contact is added in Zoho CRM, this flow automatically creates a contact in Autopilot, so you can ensure you're engaging with your leads at the right time.

How it works

1. A new contact is created in Zoho CRM. 

2. Zoho Flow creates a corresponding contact in Autopilot.

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Copy Zoho CRM contacts to Autopilot

Zoho CRM + Autopilot

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Add Zoho CRM deals to Basecamp 2 as projects

This flow adds a new deal in Zoho CRM each time a project is added in Basecamp 2. That way, you can easily collaborate with your team on related tasks and ensure to close deals well in time.

How it works

1. A new deal is added in Zoho CRM.

2. Zoho Flow creates a project in Basecamp 2.

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Add Zoho CRM deals to Basecamp 2 as projects

Zoho CRM + Basecamp 2

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Create Campaign Monitor subscribers for new leads in Zoho CRM

This flow adds a subscriber in Campaign Monitor each time a lead is created in Zoho CRM. That way, you can reach out to your new leads, right away.

How it works

1. A new lead is added in Zoho CRM. 

2. Zoho Flow adds the lead as a subscriber in Campaign Monitor.

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Create Campaign Monitor subscribers for new leads in Zoho CRM

Zoho CRM + Campaign Monitor

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Create subscribers in CleverReach for new Zoho CRM contacts

Every time a contact is added in Zoho CRM, this flow automatically adds them as a subscriber in your CleverReach account—keeping your mailing lists in sync with your CRM. 

How it works

1. A contact is added in Zoho CRM. 

2. Zoho Flow adds the contact as a subscriber in CleverReach.

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Create subscribers in CleverReach for new Zoho CRM contacts

Zoho CRM + CleverReach

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Create ConvertKit subscribers for new leads in Zoho CRM

This flow automatically creates a new subscriber in ConvertKit for every new lead added in Zoho CRM so you can reach out to your new leads much faster.

How it works

1. A new lead is added in Zoho CRM. 

2. Zoho Flow creates a subscriber in a specific form in ConvertKit.

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Create ConvertKit subscribers for new leads in Zoho CRM

Zoho CRM + ConvertKit

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Create Easy Projects activities for tasks in Zoho CRM

Every time a task is added in Zoho CRM, this flow creates a new activity in Easy Projects, helping your team track sales activities easily.

How it works

1. A new task is added in Zoho CRM. 

2. Zoho Flow creates an activity in Easy Projects.

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Create Easy Projects activities for tasks in Zoho CRM

Zoho CRM + Easy Projects

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Copy Zoho CRM contacts to FreeAgent

Each time a new contact is added in Zoho CRM, the flow adds a corresponding contact in FreeAgent. That way, you can keep your accounting software updated, automatically.

How it works

1. A new contact is added in Zoho CRM. 

2. Zoho Flow creates a corresponding contact in FreeAgent.

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Copy Zoho CRM contacts to FreeAgent

FreeAgent + Zoho CRM

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Create Hive messages for new tasks in Zoho CRM

This flow creates a message in Hive each time a task is added in Zoho CRM, so your teammates can collaborate on the tasks in real-time.

How it works

1. A new task is created in Zoho CRM.

2. Zoho Flow creates a message in Hive.

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Create Hive messages for new tasks in Zoho CRM

Hive + Zoho CRM

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Add Zoho CRM leads to Interseller

If you are adding your new leads to Zoho CRM and using Interseller to engage with them, this flow can help by updating your mailing lists with details of new leads, automatically- it adds a new contact in Interseller each time a lead is added in Zoho CRM.

How it works

1. A new lead is added in Zoho CRM. 

2. Zoho Flow creates a contact in Interseller. 

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Add Zoho CRM leads to Interseller

Zoho CRM + Interseller

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Create Subscribers in MailerLite for new leads in Zoho CRM

Zoho CRM can capture and manage your leads efficiently, but your newsletters will convert them to bonafide prospects. Use this flow to automatically create a new subscriber in MailerLite every time a new lead is added in Zoho CRM. 

How it works

1. A new lead is added in Zoho CRM.

2. Zoho Flow adds the lead's email address to MailerLite. 

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Create Subscribers in MailerLite for new leads in Zoho CRM

Zoho CRM + MailerLite Classic

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Add Zoho CRM contacts to a specific list in Mailgun

Each time a new contact is added in Zoho CRM, the flow adds them to a specific list in Mailgun, helping you segment your audiences easily.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow adds the contact as a subscriber to a specific list in Mailgun.

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Add Zoho CRM contacts to a specific list in Mailgun

Zoho CRM + Mailgun

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Create MYOB customers for new deals in Zoho CRM

This flow creates a new customer in MYOB when a deal is created in Zoho CRM. This ensures that your accounting software is always in sync with your CRM activities.

How it works

1. A new deal is created in Zoho CRM. 

2. Zoho Flow creates a corresponding customer in MYOB.

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Create MYOB customers for new deals in Zoho CRM

Zoho CRM + MYOB AccountRight Live

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Create Noko projects for deals in Zoho CRM

Every time a new deal is added in Zoho CRM, this flow creates a project in Noko. This way, you can easily coordinate with your team on activities related to the deals and also keep track of how soon you are completing them.

How it works

1. A new deal is added in Zoho CRM. 

2. Zoho Flow creates a project in Noko.

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Create Noko projects for deals in Zoho CRM

Zoho CRM + Noko

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Add Zoho CRM contacts to Quaderno

Each time a new contact is added in Zoho CRM, this flow automatically adds them as a contact in Quaderno, saving you the effort of manually syncing data between the two apps.

How it works

1. A new contact is added in Zoho CRM. 

2. Zoho Flow makes a copy of the contact in Quaderno.

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Add Zoho CRM contacts to Quaderno

Zoho CRM + Quaderno

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Add Zoho CRM contacts to QuickBooks

Each time a new contact is added in Zoho CRM, this flow creates a corresponding customer in QuickBooks, helping you initiate transactions much faster.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding customer in QuickBooks.

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Add Zoho CRM contacts to QuickBooks

QuickBooks + Zoho CRM

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Create SendinBlue contacts for new contacts in Zoho CRM

For every contact created in Zoho CRM, this flow automatically adds a corresponding contact in SendinBlue. Thay way, your mailing lists will always keep up with new leads that you capture.

How it works

1. A new contact is created in Zoho CRM. 

2. Zoho Flow makes a copy of the contact in SendinBlue.

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Create SendinBlue contacts for new contacts in Zoho CRM

Zoho CRM + SendinBlue

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Add new Zoho CRM contacts to Shopify

It's always better to have all the information you need in one place. Especially if it's going to help you serve your customers faster. Use this flow to create a customer in Shopify each time a contact is added in Zoho CRM. That way, you can easily access details of new customers from within your store.

How it works

1. A new contact is added in Shopify. 

2. Zoho Flow creates a corresponding contact in Zoho CRM.

Use this flow
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Add new Zoho CRM contacts to Shopify

Zoho CRM + Shopify

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Send Slack messages when Zoho CRM deals reach a specific stage

This flow posts a message in a Slack channel when a deal reaches a specific stage in Zoho CRM, helping you stay informed about their progress.

How it works

1. A deal reaches a specified stage in Zoho CRM. 

2. Zoho Flow sends a channel message in Slack.

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Send Slack messages when Zoho CRM deals reach a specific stage

Zoho CRM + Slack

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Create time entries in TimeCamp for new Zoho CRM tasks

This flow creates a new time entry in TimeCamp each time a task is created in Zoho CRM, maintaining a record of how much time your team spends on each activity.

How it works

1. A new task is created in Zoho CRM. 

2. Zoho Flow creates a new time entry in TimeCamp .

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Create time entries in TimeCamp for new Zoho CRM tasks

TimeCamp + Zoho CRM

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Add new Zoho CRM users to TSheets

Adding new members to your team? Why not give them access to the apps they need right away? Each time you add a new user in Zoho CRM the flow automatically creates a corresponding user in TSheets. 

How it works

1. A new user is added in Zoho CRM.

2. Zoho Flow adds the user to TSheets.

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Add new Zoho CRM users to TSheets

Zoho CRM + QuickBooks Time

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Create rows in Zoho Analytics for new Zoho CRM leads

This flow creates a new row in Zoho Analytics every time a lead is added in Zoho CRM. So you can now record each lead's entry on the go and get an instant, detailed report of how well your business is doing, anytime.

How it works

1. A new lead is added in Zoho CRM. 

2. Zoho Flow creates a new row in Zoho Analytics.

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Create rows in Zoho Analytics for new Zoho CRM leads

Zoho CRM + Zoho Analytics

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Create Zoho Inventory sales orders from Zoho CRM sales orders

This flow creates an order in Zoho Inventory for every new order in Zoho CRM. That way, you can automatically manage your inventory activities from within your CRM app.

How it works

1. A sales order is created in Zoho CRM. 

2. Zoho Flow adds a corresponding sales order in Zoho Inventory.

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Create Zoho Inventory sales orders from Zoho CRM sales orders

Zoho CRM + Zoho Inventory

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Copy Zoho CRM contacts to Zoho Invoice

When a contact is added in Zoho CRM, this flow makes a copy of the details in Zoho Invoice, helping you create invoices and estimates more quickly.

How it works

1. A new contact is created in Zoho CRM. 

2. Zoho Flow creates a corresponding contact in Zoho Invoice.

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Copy Zoho CRM contacts to Zoho Invoice

Zoho CRM + Zoho Invoice

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Create milestones in Zoho Projects for new Zoho CRM deals

The faster you close deals, the farther you swoop ahead of your competitors. For every new deal you create in Zoho CRM, this workflow automatically adds a new milestone in Zoho Projects. It also sets the due date of the milestone to a specified period before the closing date of the deal. 

How it works

1. A new deal is created in Zoho CRM

2. Zoho Flow executes the following tasks automatically :

a. Computes the due date of the task.

b. Matches the date formats of Zoho CRM and Zoho Projects.

c. Creates a milestone in Zoho Projects.

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Create milestones in Zoho Projects for new Zoho CRM deals

Zoho CRM + Zoho Projects

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Create rows in Zoho Sheet for closed Zoho CRM deals

Zoho Flow can help you keep a record of all the deals you've won. Every time a deal is updated to "Closed Won" in Zoho CRM, this flow automatically adds a new row in Zoho Sheet.

How it works

1. The status of a deal is updated to 'Closed Won' in Zoho CRM. 

2. Zoho Flow adds a new row in Zoho Sheet.

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Create rows in Zoho Sheet for closed Zoho CRM deals

Zoho CRM + Zoho Sheet

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Create leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.

Use this flow to find out if you're engaging well with your leads. Each time a new response is submitted in Zoho Forms, this flow creates a lead in Zoho CRM and adds them as a subscriber to MailChimp. After a specified period of time, the flow checks the status of the subscriber in MailChimp. If the status is still pending, Zoho Flow automatically fetches the corresponding lead and adds an alert note for their profile in Zoho CRM.

How it works

1. A new response is submitted in Zoho Forms. 

2. Zoho Flow executes the following tasks automatically: 

a. Creates a lead in Zoho CRM. 

b. Adds a new subscriber to a specific list in MailChimp. 

c. Waits for a period of 60 days. 

d. Uses decision logic to check if: 

(i) subscriber status is pending. 

if (i) is true.

e. Fetches the lead from Zoho CRM.Adds a note for that specific lead in Zoho CRM.

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Create leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.

Zoho Forms + Zoho CRM + Mailchimp

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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

When a deal-related document you’ve sent is signed and sent back to you, the status of the deal needs to be updated. This flow updates the status of a selected deal in Zoho CRM when the document is completed in Zoho Sign.

How it works
1. A document is marked as complete in Zoho Sign.
2. Zoho Flow automatically updates the corresponding deal stage in Zoho CRM.
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

Zoho Sign + Zoho CRM

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Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive

Create a new entry in your CRM whenever a signed document is uploaded to your document management application. This flow creates a new module entry in Zoho CRM every time a signed document is uploaded to Zoho WorkDrive.

How it works
1. A signed document is uploaded to Zoho WorkDrive.
2. Zoho Flow creates a new entry in CRM for the document.
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Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive

Zoho WorkDrive + Zoho CRM

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Create prospects in Outreach for new Zoho CRM leads

Add CRM leads as prospects in your sales engagement application. This flow adds new Zoho CRM leads as prospects in Outreach.

How it works
1. A new lead is added to Zoho CRM.
2. Zoho Flow adds the lead as a prospect in Outreach.
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Create prospects in Outreach for new Zoho CRM leads

Zoho CRM + Outreach

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Turn new 123FormBuilder submissions into Zoho CRM contacts

Looking to convert form submissions from "just names" to leads for your business? Here is an automation that can do that for you. Every time a response is submitted in 123FormBuilder, this flow adds a new contact in Zoho CRM.

How it works

1. A new submission is made in 123FormBuilder.  

2. Zoho Flow creates a contact in Zoho CRM.

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Turn new 123FormBuilder submissions into Zoho CRM contacts

123FormBuilder + Zoho CRM

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Create Zoho CRM contacts from new Acuity Scheduling appointments

The flow creates a new contact in Zoho CRM for every appointment that you create in Acuity Scheduling so you can automatically capture new leads and let Zoho CRM manage them efficiently.

How it works

1. An appointment is scheduled in Acuity Scheduling.  

2. Zoho Flow creates a new contact in Zoho CRM.

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Create Zoho CRM contacts from new Acuity Scheduling appointments

Zoho CRM + Acuity Scheduling

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Update Zoho CRM leads when leads are updated in amoCRM.

Each time a lead is updated in amoCRM, the flow automatically updates the corresponding lead record in Zoho CRM so you can view consolidated information about your leads without needing to switch between apps.   

How it works

1. A lead is updated in amoCRM.

2. Zoho Flow updates the corresponding lead record in Zoho CRM.

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Update Zoho CRM leads when leads are updated in amoCRM.

Kommo + Zoho CRM

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Add contacts from bexio to Zoho CRM


Add new contacts from your accounting apps to your CRM automatically. This flow adds new contacts from bexio to Zoho CRM.

How it works
1) A new contact is added to bexio.
2) Zoho Flow adds the contact to Zoho CRM.
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Add contacts from bexio to Zoho CRM

Bexio + Zoho CRM

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Add new BigCommerce orders to Zoho CRM as leads

Every new order is a new prospect for your business. But recording those conversions every time they happen can be tedious. Use this flow to automatically add a new lead in Zoho CRM for each order that you receive in BigCommerce.

How it works

1. A new order is received in BigCommerce.  

2. Zoho Flow adds a new lead in Zoho CRM.

Use this flow
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Add new BigCommerce orders to Zoho CRM as leads

BigCommerce + Zoho CRM

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Create Zoho CRM tasks for new invoices in Chargify

New invoices can create a lot of work for your team. This flow helps initiate the process right away. Each time a new invoice is created in Chargify, it automatically creates a corresponding task in Zoho CRM. 

How it works

1. A new invoice is created in Chargify. 

2. Zoho Flow creates a task in Zoho CRM.

Use this flow
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Create Zoho CRM tasks for new invoices in Chargify

Chargify + Zoho CRM

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Create Zoho CRM accounts for new accounts in Outreach

Automatically create an account in your CRM when a new account is created in your sales engagement application. This flow creates a Zoho CRM account when a new Outreach account is created.

How it works
1. A new Outreach account is created.
2. Zoho Flow creates an account in Zoho CRM using the same information.
Use this flow
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Create Zoho CRM accounts for new accounts in Outreach

Outreach + Zoho CRM

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Create Zoho CRM calls when calls are created in Outreach

Create a call in your CRM when a call is created in your sales engagement application. This flow creates a call in Zoho CRM when a call is created in Outreach.

How it works
1. A call is created in Outreach.
2. Zoho Flow creates a call in Zoho CRM using the same information.
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Create Zoho CRM calls when calls are created in Outreach

Outreach + Zoho CRM

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Create Zoho CRM contacts for new prospects in Outreach

Add prospects in your sales engagement application as contacts in your CRM. This flow adds new Outreach prospects as contacts in Zoho CRM.

How it works
1. A new prospect is added to Outreach.
2. Zoho Flow adds the prospect as a contact in Zoho CRM.
Use this flow
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Create Zoho CRM contacts for new prospects in Outreach

Outreach + Zoho CRM

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Update Zoho CRM accounts for account updates in Outreach

Update your CRM account when an account in your sales engagement application is updated. This flow updates the corresponding Zoho CRM account when an account in Outreach is updated.

How it works
1. An Outreach account is updated.
2. Zoho Flow updates the corresponding Zoho CRM account.
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Update Zoho CRM accounts for account updates in Outreach

Outreach + Zoho CRM

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Update Zoho CRM contacts when prospects are updated in Outreach

Update the corresponding contact in your CRM when a prospect is updated in your sales engagement application. This flow updates the corresponding Zoho CRM contact when a prospect is updated in Outreach.

How it works
1. A prospect is updated in Outreach.
2. Zoho Flow updates the corresponding Zoho CRM contact.
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Update Zoho CRM contacts when prospects are updated in Outreach

Outreach + Zoho CRM

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Create a new module in Zoho CRM when an order is created in WooCommerce


Automate the process of creating contacts in your CRM and make sure that no customer, or their details, are left behind when you connect with them again. This flow will create a new module in Zoho CRM when a new order is placed in WooCommerce.

How it works
1) A new order is placed in WooCommerce.
2) Zoho Flow will create a new module in Zoho CRM.
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Create a new module in Zoho CRM when an order is created in WooCommerce

WooCommerce + Zoho CRM

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Add new X-Cart contacts to Zoho CRM

This flow creates a contact in Zoho CRM for every new contact added in X-Cart so you can easily track your customers' purchases and plan sales activities accordingly.

How it works

1. A new contact is added to X-Cart.

2. Zoho Flow creates a contact in Zoho CRM.

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Add new X-Cart contacts to Zoho CRM

X-Cart + Zoho CRM

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Create Zoho CRM campaigns for new events in Zoho Backstage

Create an event In Backstage? Check. Create a campaign in CRM? Check. Automate this process? CHECK! Use this simple flow to create a new campaign in Zoho CRM for every event created in Zoho Backstage.

How it works

1. A new event is created in Zoho Backstage.

2. Zoho Flow creates a corresponding campaign in Zoho CRM.

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Create Zoho CRM campaigns for new events in Zoho Backstage

Zoho Backstage + Zoho CRM

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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

Manually entering the details of a customer after a contract has been signed might not be the best use of your time. This flow will create a customer in Zoho CRM when a counterparty is created in Zoho Contracts.

How it works
1.A counterparty is created in Zoho Contracts.
2.Zoho Flow will automatically create a customer in Zoho CRM.
Use this flow
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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

Zoho Contracts + Zoho CRM

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Add new Zoho Creator records as new contacts in Zoho CRM

Zoho Creator's forms bring you leads, and Zoho CRM helps you convert them to prospects. But do you have to spend time syncing info between the two apps? Not anymore. This flow automatically creates a new contact in Zoho CRM for every record that is added to a specific form in Zoho Creator.

How it works

1. A new record is added in Zoho Creator.

2. Zoho Flow adds a new contact in Zoho CRM.

Use this flow
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Add new Zoho Creator records as new contacts in Zoho CRM

Zoho Creator + Zoho CRM

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Add new Zoho CRM leads as contacts in Autoklose


Add new CRM leads as contacts in your sales email automation platform automatically. This flow adds new Zoho CRM leads as contacts in Autoklose.

How it works
1) A new lead is added to Zoho CRM.
2) Zoho Flow adds the lead as a contact in Autoklose.
Use this flow
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Add new Zoho CRM leads as contacts in Autoklose

Zoho CRM + Autoklose

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Add addresses in Direct Mail for Mac for new contacts in Zoho CRM


Add the email addresses of new CRM contacts automatically to your email marketing app. This flow adds the email addresses of new Zoho CRM contacts to Direct Mail for Mac.

How it works
1) A new contact is added to Zoho CRM.
2) Zoho Flow adds the email address of the contact to Direct Mail for Mac.
Use this flow
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Add addresses in Direct Mail for Mac for new contacts in Zoho CRM

Zoho CRM + Direct Mail for Mac

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Send a postcard via Lob to new Zoho CRM leads


Automatically send a personalized postcard to your new CRM leads. This flow sends a postcard via Lob to new Zoho CRM leads.

How it works
1) A new lead is added to Zoho CRM lead.
2) Zoho Flow sends a postcard via Lob to the new lead.
Use this flow
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Send a postcard via Lob to new Zoho CRM leads

Zoho CRM + Lob

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Add new Zoho CRM leads as customers in Loyverse


Add new leads as customers in your POS app automatically. This flow adds new Zoho CRM leads as customers in Loyverse.

How it works
1. A new lead is added to Zoho CRM.
2. Zoho Flow adds the lead as a customer in Loyverse.
Use this flow
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Add new Zoho CRM leads as customers in Loyverse

Zoho CRM + Loyverse

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Get a message in Microsoft Teams when a lead is created in Zoho CRM



Get a notification in your team chat app automatically when there's a new lead in your CRM. This flow posts a message in Microsoft Teams when a new lead is created in Zoho CRM.

How it works
1) A lead is created in Zoho CRM.
2) Zoho Flows sends a notification in Microsoft Teams.
Use this flow
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Get a message in Microsoft Teams when a lead is created in Zoho CRM

Zoho CRM + Microsoft Teams

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Create Mixpanel profiles for new contacts in Zoho CRM

This flow creates a new profile in Mixpanel each time a contact is added in Zoho CRM so you can easily track the different channels through which they interact with you.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a profile for the contact in Mixpanel.

Use this flow
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Create Mixpanel profiles for new contacts in Zoho CRM

Zoho CRM + Mixpanel

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Create Outreach accounts for new accounts in Zoho CRM

Create an account in your sales engagement app when a new account is created in your CRM. This flow creates an Outreach account when a Zoho CRM account is created.

How it works
1. A  Zoho CRM account is created.
2. Zoho Flow creates an Outreach account using the same information.
Use this flow
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Create Outreach accounts for new accounts in Zoho CRM

Zoho CRM + Outreach

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Create Outreach prospects for new Zoho CRM contacts

Add your CRM contacts as prospects in your sales engagement application. This flow adds new Zoho CRM contacts as prospects in Outreach.

How it works
1. A new contact is added to Zoho CRM.
2. Zoho Flow adds the contact as a prospect in Outreach.
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Create Outreach prospects for new Zoho CRM contacts

Zoho CRM + Outreach

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Update Outreach accounts when an account is updated in Zoho CRM



Automatically make account updates to your sales engagement application when the corresponding CRM account is updated. This flow updates your Outreach account when the corresponding Zoho CRM account is updated.

How it works
1. A Zoho CRM account is updated.
2. Zoho Flow updates the corresponding Outreach account.
Use this flow
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Update Outreach accounts when an account is updated in Zoho CRM

Zoho CRM + Outreach

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Update prospects in Outreach when a Zoho CRM contact is updated

Automatically update a prospect in your sales engagement application when the corresponding CRM contact is updated. This flow updates the corresponding prospect in Outreach when a Zoho CRM contact is updated.

How it works
1. A Zoho CRM contact is updated.
2. Zoho Flow updates the corresponding prospect in Outreach.
Use this flow
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Update prospects in Outreach when a Zoho CRM contact is updated

Zoho CRM + Outreach

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Update prospects in Outreach when Zoho CRM leads are updated

Automatically update the corresponding prospect in your sales engagement application when a lead is updated in your CRM. This flow updates the corresponding prospect in Outreach when a lead is updated in Zoho CRM.

How it works
1. A lead is updated in Zoho CRM.
2. Zoho Flow updates the corresponding prospect in Outreach.
Use this flow
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Update prospects in Outreach when Zoho CRM leads are updated

Zoho CRM + Outreach

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Create subscribers in Sendloop for new leads in Zoho CRM


Add new CRM leads as subscribers in your email marketing app. This flow adds new Zoho CRM leads as subscribers in Sendloop.

How it works
1) A new lead is added to Zoho CRM.
2) Zoho Flow adds the lead as a subscriber in Sendloop.
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Create subscribers in Sendloop for new leads in Zoho CRM

Zoho CRM + Sendloop

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Create a job in ServiceM8 when a quote is created in Zoho CRM

Eliminate duplications and streamline your service delivery to customers through automation. This flow will create a job in ServiceM8 when a quote is created in Zoho CRM.


How it works
1. A quote is created in Zoho CRM.
2. Zoho Flow will create a job in ServiceM8.
Use this flow
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Create a job in ServiceM8 when a quote is created in Zoho CRM

Zoho CRM + ServiceM8

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Create contacts in Zoho Books for new leads in Zoho CRM

Automatically add your CRM leads as contacts to your accounting application. This flow adds new Zoho CRM leads as contacts in Zoho Books.

How it works
1. A new lead is added to Zoho CRM.
2. Zoho Flow adds the new lead to Zoho Books as a contact.
Use this flow
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Create contacts in Zoho Books for new leads in Zoho CRM

Zoho CRM + Zoho Books

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Invite users to Zoho Sites when they're added to Zoho CRM



Invite people who are added to your CRM to collaborate on building websites. This flow invites users who are newly added to Zoho CRM to Zoho Sites.

How it works
1) A new user is added to Zoho CRM.
2) Zoho Flow invites the user to Zoho Sites.

Use this flow
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Invite users to Zoho Sites when they're added to Zoho CRM

Zoho CRM + Zoho Sites

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Add new Zoho CRM contacts to Contact Plus


Automatically add new CRM contacts to your contact management app. This flow adds new Zoho CRM contacts to Contact+.

How it works
1) A new contact is added to Zoho CRM.
2) Zoho Flow adds the contact to Contact+.
Use this flow
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Add new Zoho CRM contacts to Contact Plus

Contacts+ + Zoho CRM

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Add Contact Plus contacts as leads in Zoho CRM


Add new leads created in your CRM as contacts in your contact management app. This flow adds new leads in Zoho CRM as contacts in Contact+.

How it works
1) A new contact is added to Contact+.
2) Zoho Flow adds the contact as lead in Zoho CRM.
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Add Contact Plus contacts as leads in Zoho CRM

Contacts+ + Zoho CRM

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Add new Eventbrite attendees to Zoho CRM as contacts

Online events are an easy way to capture new leads for your business. This flow can make the process even easier for you by automatically creating a contact in Zoho CRM for every new attendee added to Eventbrite.

How it works

1. A new attendee is added in Eventbrite. 

2. Zoho Flow adds them as a contact in Zoho CRM.

Use this flow
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Add new Eventbrite attendees to Zoho CRM as contacts

Eventbrite + Zoho CRM

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Create campaigns in Zoho CRM for new Eventbrite events

Use this flow to automatically create a campaign in Zoho Campaign for every new event in Eventbrite. That way, you can easily keep your attendees informed about the activities you're planning for them.

How it works

1. A new event is added in Eventbrite.

2. Zoho Flow creates a campaign in Zoho Campaign.

Use this flow
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Create campaigns in Zoho CRM for new Eventbrite events

Eventbrite + Zoho CRM

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Get a message in FlowDock for new leads in Zoho CRM

Get notified in FlowDock every time a new lead is created in Zoho CRM. Waste no time in nurturing new leads and providing the best possible service!

How it works
1. A new lead is captured in Zoho CRM.
2. Zoho Flow automatically sends a message in FlowDock informing about the new lead.

Use this flow
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Get a message in FlowDock for new leads in Zoho CRM

Zoho CRM + CA Flowdock

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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.

Use this flow
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Add new Sansan business cards to Zoho CRM as leads

Sansan + Zoho CRM

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Create Zoho CRM events for new bookings in ScheduleOnce

Each time a booking is created in ScheduleOnce, this flow automatically creates a corresponding event in Zoho CRM. That way, you can view the appointment details of all your clients from within your CRM.

How it works

1. A new booking is created in ScheduleOnce.

Zoho Flow executes the following tasks automatically:

1. Calculates the end time of the meeting with the start time and duration.

2. Creates an event in Zoho CRM .

3. Associates the event with the corresponding lead in Zoho CRM.

Use this flow
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Create Zoho CRM events for new bookings in ScheduleOnce

OnceHub + Zoho CRM

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Update leads in Zoho CRM for new clicks on SparkPost emails

Each time a lead clicks on a link in an email sent via SparkPost, the flow automatically updates their record in Zoho CRM. That way, you have the information on how well every lead is engaging with you, from within CRM.

How it works

1. A link in a campaign sent via SparkPost is clicked. 

2. Zoho Flow updates the corresponding lead record in Zoho CRM.

Use this flow
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Update leads in Zoho CRM for new clicks on SparkPost emails

Zoho CRM + SparkPost

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Create contacts in Zoho CRM when registrants are added to GoToTraining



Automatically add people who've registered for one of your training sessions as a contact in your CRM. This flow adds new registrants for sessions in GoToTraining as a contact in Zoho CRM.

How it works
1) A new registrant is added to GoToTraining.
2) Zoho Flow adds the registrant as a contact in Zoho CRM.
Use this flow
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Create contacts in Zoho CRM when registrants are added to GoToTraining

GoToTraining + Zoho CRM

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Update Zoho CRM contacts when boxes change stages in Streak

Each time the stage of a box is changed in Streak, this flow updates the corresponding Zoho CRM contact with this information. That way, you can easily keep track of the activities you initiate for your contacts from within Zoho CRM.

How it works

1. The stage of a box is changed in Streak.

2. Zoho Flow updates the corresponding contact record in Zoho CRM.

Use this flow
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Update Zoho CRM contacts when boxes change stages in Streak

Zoho CRM + Streak

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Create new Zoho CRM contacts when new orders are generated on Sympla

Online events are an easy way to capture new leads for your business. This flow can make the process even easier for you by automatically creating a contact in Zoho CRM for every new order added to Sympla event.

How it works
1. A new order created in Sympla.

2. Zoho Flow creates a contact in Zoho CRM.
Use this flow
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Create new Zoho CRM contacts when new orders are generated on Sympla

Sympla + Zoho CRM

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Create Zoho CRM user when a user added in Teambook

Each time a new user is added in Teambook, this flow creates a corresponding user in Zoho CRM.

How it works
1. A new user is added in Teambook.

2. Zoho Flow creates a corresponding user in Zoho CRM.
Use this flow
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Create Zoho CRM user when a user added in Teambook

Teambook + Zoho CRM

Build your own Zoho CRM integrations

Connect 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

Build your Zoho CRM workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New module entry

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

Entry created or updated

Triggers when a record entry is created or updated

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

User created or updated

Triggers when the details of an existing user are created or updated

New lead

Triggers when a new lead is created

All Actions - Actions are the automated tasks

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified 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)

Update module entry

Updates the specified module entry

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

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

Add tags

Adds tags to the specified record

Raise signal

Raises a signal to Zoho CRM

Create or update module entry

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

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 user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch user

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

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

Fetch contact

Fetches a contact by email address, unique ID, or 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

Clone module entry

Clones an existing module entry

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

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.

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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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