Integrate Zoho CRM with Miro

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

Build your own integrations between Zoho CRM and Miro

Connect Zoho CRM and Miro with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Miro 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

Board item created

Triggers when a new board item is created

Board created

Triggers when a new board is created

Board item updated

Trigger when the details of an existing board item is updated

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

Create shape item

Creates a shape item in the specified board

Create text item

Creates a text item in the specified board

Create sticky note item

Creates a sticky note item in the specified board

Create card item

Creates a card item in the specified board

Create connector

Creates a connector in the specified board

Share board

Invites users to the specified board

Create board

Creates a new board

Create app card item

Creates an app card item in the specified board

Create frame

Creates a frame in the specified board

Update board

Update the details of an existing board

Fetch board

Fetches the details of an existing board

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.

What is Miro?

Miro is an online collaborative whiteboard platform that helps your teams collaborate faster through videos, chat, presentations, and more.

Team Collaboration

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 >

After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.

Yaniv David

Ecommerce Business Operations Manager, Amazos

Zoho Flow has optimized our process and equipped us to make data-driven reports, decisions, and predictions in real time. We've improved our efficiency by over 70% by eliminating manual work. Zoho Flow helps create powerful integrations without the need for a developer. I strongly suggest that any organization running large amounts of data that needs to be automated in real time use Zoho Flow.

Dr. Hoàng Anh Tuấn

Deputy Head of Training, Lakeside CNC Group

We started using both from the beginning, but since swapping [to Zoho], 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.

Owain ap Rees

Director of Sales, Artico

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