Integrate Zoho CRM with Manifestly

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

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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
  1. The flow triggers when a run for the workflow is started in Manifestly.
  2. Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
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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.

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.

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 >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the 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

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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