Integrate Zoho CRM with Autoklose
Send information between Zoho CRM and Autoklose automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add new Zoho CRM leads as contacts in Autoklose
How it works
Add new Zoho CRM leads as contacts in Autoklose
Zoho CRM + Autoklose
Didn't find the integration you were looking for?
Integrate your apps to automate those tedious tasks. Save hours every day.
Supported triggers and actions
All Triggers - A trigger kickstarts the flow
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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
Entry created or updated
Triggers when a record entry is created or updated
Campaign link clicked
Triggers when a user clicks a link in the selected campaign email
Email replied
Triggers when a user replies to the selected campaign email
Email opened
Triggers when an email of the selected campaign is opened
All Actions - Actions are the automated tasks
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
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
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 module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send mail merge
Sends a mail merge with details of the selected record
Update module entry
Updates the specified module entry
Update related module entry
Relates an entry in this module with an entry in another module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch email template
Fetches an email template by name
Fetch user
Fetches a user by name or email address
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
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
Add Contact
Add a new contact
Add campaign recipient
Adds a campaign recipient.
Add recipient to do not email list
Adds a new recipient to a Do Not Email list.
Remove campaign recipient
Removes a campaign recipient.
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
What is Autoklose?
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.
Similar apps
Bulid 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. Know more
Louis Castellano
CEO, Lakeside CNC Group
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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. Know more
Toto
Technical Engineer, Master Liveaboards
