Integrate Zoho CRM with OptimoRoute
Send information between Zoho CRM and OptimoRoute automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho CRM and OptimoRoute
Connect Zoho CRM and OptimoRoute 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 OptimoRoute 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
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 order
Creates a new order
Update order
Updates the details of an existing order
Fetch scheduling
Fetches the scheduling information of an existing order using ID or order number
Fetch order
Fetches the details of an existing order using ID or order number
Fetch route
Fetches the details of an existing route for the specified date
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 OptimoRoute?
OptimoRoute is a route optimization tool that plans and optimizes routes and schedules for deliveries and a mobile workforce.
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.
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 >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Our business is built on diverse technologies, and Zoho Flow is an integral asset that helps us expand and enhance our integrations, boosting the efficiency of our end-to-end operations.
Mickey Blayvas
Founder and CEO, Master Liveaboards
We used to discover new signups only once a week. With Zoho Flow, we are notified instantly and can reach out to clients much faster, enabling us offering them bespoke solutions.
Graham Todd
Director of Operations and Sales, Artico
