Integrate Zoho CRM with Manifestly
Send information between Zoho CRM and Manifestly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact, or updates it if the email already exists in Zoho CRM when a run for the workflow is started in Manifestly
Integrate Manifestly with Zoho CRM using Zoho Flow. Whenever a run for the workflow is started in Manifestly, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a run for the workflow is started in Manifestly.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a run for the workflow is started in Manifestly
Manifestly + Zoho CRM
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Supported triggers and actions
Integrate Zoho CRM and Manifestly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Workflow late
Triggers when a run (checklist instance) becomes overdue based on its due date
Workflow completed
Triggers when a run for the workflow is completed
Step skipped
Triggers when a run step is skipped
Workflow started
Triggers when a run for the workflow is started
Step late
Triggers when a run step is not completed by its due date
Step completed
Triggers when a step is completed
All Actions - Actions are the automated tasks
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
Assign user to a run step
Assigns a user to a run step using the run step ID
Add comment to a run step
Adds comment to a run step using the run step ID
Create run
Creates a new run
Un skip run step
Un skips a run step using the run step ID
Skip a run step
Skips a run step using the run step ID
Uncomplete a run step
Uncompletes a run step using run step ID
Complete a run step
Completes a run step using the run step ID
Create content object
Creates a new content object
Create workflow step
Creates a new workflow step
Add data to a run step
Adds data to a run step using the run step ID
Create workflow
Creates a new workflow
Create user in a department
Creates a new user in a department
Update workflow by external ID
Updates the details of an existing workflow using external ID
Update content object
Updates the details of an existing content object
Update run
Updates the details of an existing run
Update workflow step
Updates the details of an existing workflow step
Fetch workflow step by title
Fetches the details of an existing workflow step using title
Fetch content object by position
Fetches the details of an existing content object using position
Fetch workflow step by ID
Fetches the details of an existing workflow step using ID
Fetch department by ID
Fetches the details of an existing department using ID
Fetch run step by ID
Fetches the details of an existing run step using ID
Fetch run by ID
Fetches the details of an existing run using ID
Fetch workflow by ID
Fetches the details of an existing workflow using ID
Fetch content object by ID
Fetches the details of an existing content object using ID
Fetch user by ID
Fetches the details of an existing user using ID
Fetch workflow by title
Fetches the details of an existing workflow using title
Fetch run by title
Fetches the details of an existing run using title
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.
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What is Manifestly?
Manifestly is workflow software for managing recurring tasks. You can assign tasks by role, set due dates, and automate steps to keep your processes consistent and efficient.
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