Integrate Zoho CRM with ProdPad

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

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Supported triggers and actions

Integrate Zoho CRM and ProdPad 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

Feedback added

Triggers when a new feedback record is added

User story created

Triggers when a new user story is created

Idea added

Triggers when a new idea is added

Idea pushed

Triggers when an existing idea is pushed to development

User story pushed

Triggers when an existing user story is pushed to development

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 idea

Adds a new idea

Add feedback

Adds a new feedback record

Fetch product

Fetches the details of an existing product by name

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 ProdPad?

Prodpad is product management software that lets you create user personas, prioritize product ideas, and work on product strategy with roadmaps.

Project Management

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 >

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CEO, Package Mate

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