Integrate Elastic Email with Zoho CRM
Send information between Elastic Email and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Elastic Email each time a new contact is created in Zoho CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Elastic Email each time a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Elastic Email.
Generate a new contact in Elastic Email each time a new contact is created in Zoho CRM
Zoho CRM + Elastic Email
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Supported triggers and actions
Integrate Elastic Email and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 user
Triggers when a new user is created
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
New note
Triggers when a new note is added
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
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Send email
Sends an email from your account
Change contact status
Changes the status of the contact associated with the selected email
Fetch contact
Fetches a contact by email
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.
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
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
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
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 email template
Fetches an email template by name
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 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
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 Elastic Email?
Elastic Email is an email delivery platform. You can design custom email templates, manage emails with sub-accounts, and collect data with unlimited surveys.
Similar apps
What is Zoho CRM?
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
