Integrate Zoho CRM with SendX

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

Explore prebuilt integration flows to get started

[esc]

Add a new contact in SendX whenever a new contact is added in Zoho CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in SendX whenever a new contact is created in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact or updates the details of an existing contact in SendX.
+

Add a new contact in SendX whenever a new contact is added in Zoho CRM

Zoho CRM + SendX

Build your own integrations between Zoho CRM and SendX

Connect Zoho CRM and SendX with over 750+ 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 SendX using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry created or updated

Triggers when a record entry is created or updated

New lead

Triggers when a new lead is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

New contact

Triggers when a new contact is created

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)

New note

Triggers when a new note is added

Contact added to list

Triggers when an existing contact is added to a list

Tag added to contact

Triggers when a tag is added to an existing contact

Contact unsubscribed

Triggers when an existing contact has unsubscribed

Contact created

Triggers when a new contact is created

Tag removed from contact

Triggers when a tag is removed from an existing contact

Contact removed from list

Triggers when an existing contact is removed from a list

All Actions - Actions are the automated tasks

Send email template

Sends an email to the specified users

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Raise signal

Raises a signal to Zoho CRM

Add user

Adds a new user

Update module entry

Updates the specified module entry

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Remove tags

Removes tags from the specified record

Convert lead to contact

Converts a lead to a contact

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add tags

Adds tags to the specified record

Update related module entry

Relates an entry in this module with an entry in another module

Send mail merge

Sends a mail merge with details of the selected record

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches a user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

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

Add tag

Adds a tag to the specified contact

Create or update contact

Creates a new contact or updates the details of an existing contact

Remove tag

Removes the tag from the specified contact

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 SendX?

SendX is an email marketing application that helps you with email campaigns, drip marketing, list growth, landing pages, web forms and more.

Email Marketing

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 >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY