Integrate Drift with Zoho CRM

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

Build your own integrations between Drift and Zoho CRM

Connect Drift and Zoho CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Drift and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Conversation closed

Triggers when a conversation is closed

New conversation

Triggers when a new conversation is created

New user

Triggers when a new user is created

New note

Triggers when a new note is added

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

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)

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch conversation

Fetches the details of a conversation by its ID

Fetch contact - By ID

Fetches the details of an existing contact by ID

Fetch contact - By email

Fetches the details of an existing contact by email

Create or update module entry

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

Raise signal

Raises a signal to Zoho CRM

Create module entry

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

Update related module entry

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

Remove tags

Removes tags from the specified record

Add note

Adds a note to the selected module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Update module entry

Updates the specified module entry

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Create or update contact

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

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 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 inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

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 contact

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

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

What is Drift?

Drift is a conversational marketing platform that allows you to send targeted in-app messages, set up bots to chat with visitors, and get notifications when targeted customers visit the site.

Customer Support

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.

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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