Integrate Instantly with Zoho CRM
Send information between Instantly and Zoho CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Instantly and Zoho CRM
Connect Instantly and Zoho CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Instantly and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Email link clicked
Triggers when a lead opens a link in any campaign email or a selected campaign email
Campaign completed
Triggers when an existing campaign is completed
Email sent
Triggers when an email is sent to a lead from any campaign or a selected campaign
Email bounced
Triggers when a lead email is bounced from any campaign or a selected campaign
Email replied
Triggers when a lead replies to an email from any campaign or a selected campaign
Email opened
Triggers when a lead opens an email from any campaign or a selected campaign
Lead event occurred
Triggers when a new lead event has occurred
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)
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
All Actions - Actions are the automated tasks
Add lead to list
Adds a lead to an existing list
Add tag to campaign
Adds a custom tag to an existing campaign
Add lead to campaign
Adds a lead to an existing campaign
Create custom tag
Creates a new custom tag
Remove tag from campaign
Removes a tag from campaign
Reply to an email
Sends reply to an email received
Add to blocklist
Adds entries to blocklist by email or domain
Update lead status
Updates the status of the specified lead
Fetch list
Fetches the details of an existing list
Fetch lead
Fetches the details of an existing lead
Fetch campaign
Fetches the details of an existing campaign
Fetch custom tag
Fetches the details of an existing custom tag
Remove from blocklist
Removes an entry from the blocklist
Delete lead
Deletes the specified lead
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
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
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
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.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user 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
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
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 Instantly?
Instantly is a sales engagement and lead intelligence tool that helps businesses find warm leads, manage email campaigns, reach primary inboxes and more.
Similar apps
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.
Similar apps
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 >Using Zoho Flow, 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 Learn more
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Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
