Integrate Zoho CRM with Zoho Connect

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

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Connect Zoho CRM and Zoho Connect 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

Integrate Zoho CRM and Zoho Connect using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Entry created or updated

Triggers when a record entry is created or updated

New module entry

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

New module

Triggers when a new module is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New contact

Triggers when a new contact is created

New note

Triggers when a new note is added

Updated module entry

Triggers when an entry is updated in the selected module

Group member added

Triggers when a new member is added to the selected group

Task created

Triggers when a new task is created

Network member added

Triggers when a new member is added to the selected network

New board

Triggers when a new board is created

Conversation posted

Triggers when a new conversation is posted

Poll started

Triggers when a new poll is started in the selected group

Event created

Triggers when a new event is created

Task completed

Triggers when a task is completed in the selected board

Announcement created

Triggers when a new announcement is created in the selected group

User name mentioned

Triggers when your user name is mentioned

Task status updated

Triggers when a task status is updated in the selected board

All Actions - Actions are the automated tasks

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

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 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 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)

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch event

Fetches an event by its title or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by 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

Fetch user

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

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Invite user

Invites a user to the selected network

Create forum post

Creates a new forum post

Add comment in task

Adds a comment in the specified task

Add comment in post

Adds a comment in the specified post

Create private task

Creates a new private task

Create checklist

Creates a checklist for the specified task

Create private event

Creates a new private event

Add member to group

Adds a member to the selected group

Create group event

Creates a new group event

Create board

Creates a new board

Create conversation

Creates a new conversation in the selected group

Create group

Creates a new group in the selected network

Add member to board

Adds a member to the selected board

Create task in section

Creates a new task in the selected section

Archive group

Archives the selected group

Unarchive group

Unarchives the selected group

Archive board

Archives the selected board

Archive task

Archives the selected task

Unarchive board

Unarchives the selected board

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

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 Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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 >

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Toto

Technical Engineer, Master Liveaboards

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