Integrate Zoho CRM with Zoho Vault

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

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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.
Use this flow
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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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Supported triggers and actions

Integrate Zoho CRM and Zoho Vault 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

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

Share folder with users

Shares the selected folder with the specified users

Share password with user groups

Shares the selected password with the specified user groups

Share folder to group

Shares the selected folder to the specified group

Share password with users

Shares the selected password with the specified users

Create folder

Creates a new folder

Stop sharing folder with users

Stop sharing the selected folder with the specified users

Stop sharing password with users

Stop sharing the selected password with the specified users

Stop sharing password with user groups

Stop sharing the selected password with the selected user groups

Fetch user - By name

Fetches the details of an existing user by name

Fetch user group

Fetches the details of an existing user group by name

Fetch folder

Fetches the details of an existing folder by name

Fetch user - By email address

Fetches the details of an existing user using email address

Fetch password

Fetches an existing password by name

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 Vault?

Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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