Integrate Spoki with Zoho CRM

Send information between Spoki 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 tag is added to an existing contact in Spoki

Integrate Spoki with Zoho CRM using Zoho Flow. Whenever a tag is added to an existing contact in Spoki, 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 tag is added to an existing contact in Spoki.
  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 tag is added to an existing contact in Spoki

Spoki + Zoho CRM

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Supported triggers and actions

Integrate Spoki and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact removed from the list

Triggers when a contact is removed from an existing list

Message received

Triggers when a message is received

Message sent

Triggers when a message is sent

Contact added to the list

Triggers when a contact is added to an existing list

Contact created

Triggers when a new contact is created

Chat has unread messages

Triggers when a chat has unread messages

Contact field created or updated

Triggers when a new contact field is created or the details of an existing contact field is updated

Tag added to a contact

Triggers when a tag is added to an existing contact

Tag removed from a contact

Triggers when a tag is removed from an existing contact

Contact updated

Triggers when the details of an existing contact is updated

Note added to a message

Triggers when a note is added to a message

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 campaign

Creates a new campaign

Add operator to contact

Adds an operator to an existing contact

Send template

Sends a template

Send message

Sends a message

Remove operator from contact

Removes an operator from an existing contact

Create list

Creates a new list

Create or update contact

Creates a new contact or updates the details of an existing contact

Start automation

Starts automation for the specified contact

Send template with dynamic header media

Sends a template with a dynamic header media

Create ticket

Creates a new ticket

Fetch contact using search value

Fetches the details of an existing contact using search value

Fetch automation by search value

Fetches the details of an existing automation using search value

Fetch contact by ID

Fetches the details of an existing contact using ID

Fetch automation by ID

Fetches the details of an existing automation using ID

Fetch list by name

Fetches the details of an existing list using search name

Fetch list by ID

Fetches the details of an existing list using ID

Fetch ticket by ID

Fetches the details of an existing ticket using ID

Fetch campaign by ID

Fetches the details of an existing campaign using ID

Fetch template by ID

Fetches the details of an existing template using ID

Fetch template by search value

Fetches the details of an existing template using search value

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 Spoki?

Spoki is a WhatsApp marketing platform that allows businesses to manage support, sales, payment-related, and more such communications on WhatsApp.

Similar apps

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 >

Using Zoho Flow, 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 Learn more

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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

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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

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