Integrate PocketSmith with Zoho CRM
Send information between PocketSmith and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account belonging to the user is created
Transaction made
Triggers when a new transaction is made in an account
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Updated deal
Triggers when an existing deal is 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
Entry created or updated
Triggers when a record entry is created or updated
All Actions - Actions are the automated tasks
Create account
Creates an account belonging to the user by their ID
Create transaction
Creates a transaction in a transaction account
Send mail merge
Sends a mail merge with details of the selected record
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
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified 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)
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Add note
Adds a note to the selected module
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 email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using 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 deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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 PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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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.
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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