Integrate Connecteam with Zoho CRM
Send information between Connecteam 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 user clocks out at the end of their shift in Connecteam
Integrate Connecteam with Zoho CRM using Zoho Flow. Whenever a user clocks out at the end of their shift in Connecteam, 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
- The flow triggers when a user clocks out at the end of their shift in Connecteam.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a user clocks out at the end of their shift in Connecteam
Connecteam + Zoho CRM
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Supported triggers and actions
Integrate Connecteam and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User clocked in
Triggers when a user clocks in to start their shift
Scheduler shift created
Triggers when a new shift is created in the scheduler
User created
Triggers when a new user is added
Task published
Triggers when a new task is published
User clocked out
Triggers when a user clocks out at the end of their shift
User updated
Triggers when an existing user’s details are updated
Form submitted
Triggers when a new form is submitted
Scheduler shift updated
Triggers when an existing scheduled shift is updated
Task completed
Triggers when a task is marked as completed
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module 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
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
All Actions - Actions are the automated tasks
Create shift
Creates a new shift
Send private message
Send a private message to a specific user within the account
Create job
Creates a new job
Send message
Sends a new message to a specific chat - either a channel or a team chat
Create task
Creates a new task
Create user
Creates a new user
Update user
Updates the details of an existing user
Update job
Updates the details of an existing job
Update task
Updates the details of an existing task
Fetch job by name
Fetches the details of an existing job using name
Fetch job by ID
Fetches the details of an existing job using ID
Fetch shift by ID
Fetches the details of an existing shift using ID
Fetch user by ID
Fetches the details of an existing user using ID
Fetch user by user details
Fetches the details of an existing user using user details
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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.
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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
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, Package Mate
Zoho Flow has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real time.
Karine McGraw
Deputy Director, Nexivo
