Integrate Zoho CRM with Kit
Send information between Zoho CRM and Kit automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and Kit using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Remove subscriber from tag
Triggers when a subscriber is removed from a specific tag
User subscribed
Triggers when a new user subscribes
New subscriber tagged
Triggers when a new subscriber is tagged
User subscribed through a specific form
Triggers when a user subscribes through a specific form
User unsubscribed
Triggers when a user unsubscribes
New purchase
Triggers when a new purchase is created
All Actions - Actions are the automated tasks
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
Add subscriber to tag
Adds a subscriber to the selected tag
Add subscriber to sequence
Adds a subscriber to the selected sequence
Remove subscriber from tag
Remove tag from a subscriber by email
Add subscriber to a form
Adds a subscriber to the selected form
Unsubscribe email
Unsubscribes the specified email address
Update subscriber
Updates the details for a single subscriber custom fields.
Fetch subscriber
Fetch subscriber by email address or id
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.
Similar apps
What is Kit?
Kit helps serious creators like yourself craft epic emails, create powerful automations, and manage their audience all in a simple, intuitive platform. Formerly ConvertKit.
Similar apps
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.
Learn more >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Syncify
With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
David Mallo
CTO, Artico
Zoho Flow has ensured we can offer a unified customer experience by guaranteeing our data is consistent across all our apps.
Devarayan Chidambara
Director - Product & Strategy, Lakeside CNC Group
