Integrate Connecteam with Zoho CRM

Send information between Connecteam and Zoho CRM 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 user clocks out at the end of their shift in Connecteam

Integrate Connecteam with Zoho CRM using Zoho Flow. Whenever a user clocks out at the end of their shift in Connecteam, 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 user clocks out at the end of their shift in Connecteam.
  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 user clocks out at the end of their shift in Connecteam

Connecteam + Zoho CRM

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Supported triggers and actions

Integrate Connecteam and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User clocked in

Triggers when a user clocks in to start their shift

Task completed

Triggers when a task is marked as completed

Task published

Triggers when a new task is published

Scheduler shift created

Triggers when a new shift is created in the scheduler

User created

Triggers when a new user is added

User updated

Triggers when an existing user’s details are updated

User clocked out

Triggers when a user clocks out at the end of their shift

Scheduler shift updated

Triggers when an existing scheduled shift is updated

Form submitted

Triggers when a new form is submitted

New user

Triggers when a new user 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

Updated module entry

Triggers when an entry is updated in the selected module

New module entry

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

Updated deal

Triggers when an existing deal is updated

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

New note

Triggers when a new note is added

All Actions - Actions are the automated tasks

Create shift

Creates a new shift

Create job

Creates a new job

Send private message

Send a private message to a specific user within the account

Create task

Creates a new task

Send message

Sends a new message to a specific chat - either a channel or a team chat

Create user

Creates a new user

Update user

Updates the details of an existing user

Update job

Updates the details of an existing job

Update task

Updates the details of an existing task

Fetch job by ID

Fetches the details of an existing job using ID

Fetch job by name

Fetches the details of an existing job using name

Fetch user by ID

Fetches the details of an existing user using ID

Fetch shift by ID

Fetches the details of an existing shift using ID

Fetch user by user details

Fetches the details of an existing user using user details

Update related module entry

Relates an entry in this module with an entry in another module

Enroll cadence

Enrolls an existing record to a cadence

Raise signal

Raises a signal to Zoho CRM

Update module entry

Updates the specified module entry

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Un-enroll cadence

Un-enrolles a record from the cadence

Add note

Adds a note to the selected module

Draft email

Drafts an email for the selected record

Convert lead to contact

Converts a lead to a contact

Send mail merge

Sends a mail merge with details of the selected record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Add user

Adds a new user

Add tags

Adds tags to the specified record

Update user

Updates the details of an existing user based on user ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

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

Fetch contact

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

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by name

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

What is Connecteam?

Connecteam is a workforce management platform that helps businesses manage employee scheduling, time tracking, tasks, and team communication in one place.

HR New

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.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes.

Toto

Technical Engineer, VNG Cloud

Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.

Frank Cowell

Founder and CEO, Master Liveaboards

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.

Owain ap Rees

Director of Sales, Artico

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