Integrate Zoho CRM with Traffit

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

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Supported triggers and actions

Integrate Zoho CRM and Traffit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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)

Candidate created

Triggers when a candidate is created

Candidate applied

Triggers when a candidate applies for a job post

Candidate added to job

Triggers when a candidate is added to the job

Candidate job state updated

Triggers when the job state of a candidate is updated

All Actions - Actions are the automated tasks

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

Add candidate to the job

Adds a candidate to the selected job

Create candidate

Creates a new candidate

Update candidate

Updates the details of an existing candidate

Update candidate job state

Updates the job state of an existing candidate

Fetch user

Fetches the details of an existing user

Fetch job

Fetches the details of an existing job

Fetch candidate

Fetches the details of an existing candidate

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 Traffit?

Traffit is a recruitment management application that helps businesses create ads, automate emails, manage candidate applications, and more.

HR Recruitment

Build comprehensive workflows using

Webhook triggers

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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.

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