Integrate Smartlead with Zoho CRM
Send information between Smartlead and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact, or updates it if the email already exists in Zoho CRM when a lead category is updated from a selected campaign in Smartlead
Integrate Smartlead with Zoho CRM using Zoho Flow. Whenever a lead category is updated from a selected campaign in Smartlead, 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 lead category is updated from a selected campaign in Smartlead.
- 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 lead category is updated from a selected campaign in Smartlead
Smartlead + Zoho CRM
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Supported triggers and actions
Integrate Smartlead and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead category updated
Triggers when a lead category is updated from a selected campaign
Lead unsubscribed from campaign
Triggers when a lead unsubscribes from a selected campaign
Email sent from campaign
Triggers when an email is sent from a selected campaign
Email replied
Triggers when a lead replies to an email from selected campaign for the first time
Email link clicked
Triggers when a lead opens a link in an email for the first time
Email opened from campaign
Triggers when a recipient opens an email from specified campaign for the first time
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
Remove lead from campaign
Removes a lead from a specific campaign
Update campaign status
Updates a campaign status
Add lead to campaign
Adds a lead to an existing campaign
Update lead
Updates the details of an existing lead
Update lead category
Updates a lead category
Fetch lead
Fetches the details of an existing lead by email address
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 Smartlead?
Smartlead is a powerful cold emailing software that helps turn cold emails into steady revenue streams.
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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 >Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Relay Inc.
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
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
