Integrate Zoho Backstage with Zoho CRM

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

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Create Zoho CRM campaigns for new events in Zoho Backstage

Create an event In Backstage? Check. Create a campaign in CRM? Check. Automate this process? CHECK! Use this simple flow to create a new campaign in Zoho CRM for every event created in Zoho Backstage.


How it works
1. A new event is created in Zoho Backstage.
2. Zoho Flow creates a corresponding campaign in Zoho CRM.
Use this flow
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Create Zoho CRM campaigns for new events in Zoho Backstage

Zoho Backstage + Zoho CRM

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Event republished

Triggers when an event is updated and then republished

Event published

Triggers when the organizer publishes the event microsite for the first time

Attendee registered for event

Triggers when an attendee registers for the selected event

Attendee Cancelled

Triggers when an attendee cancels a even

Order canceled

Triggers when an order is canceled

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Attendee checked-in

Triggers when an attendee checks in to the selected event

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

User created or updated

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

Entry created or updated

Triggers when a record entry is created or updated

New lead

Triggers when a new lead is created

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

Place order

Creates an order to buy ticket

Create event

Creates a new event in the selected portal

Update event

Updates the details of an existing event

Fetch event

Fetches an event by ID

Fetch ticket class details

Fetches the details of a ticket class by ID

Fetch order

Fetches the details of an existing order by order ID

Fetch attendee in a event

Fetches the details of an existing attendee including its custom fields

Delete order

Deletes an order and removes all attendees associated with it

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Create or update lead

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

Add note

Adds a note to the selected module

Create module entry

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

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.

Create or update module entry

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

Send mail merge

Sends a mail merge with details of the selected record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Update related module entry

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

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

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 user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch contact

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

Fetch lead

Fetches a lead by email address or unique ID

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 inventory template

Fetches an inventory template using ID

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 Backstage?

Zoho Backstage is an enterprise event management tool that lets you design event websites, manage registrations, promote events, and connect with attendees efficiently.

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.

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Know more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more

Louis Castellano

CEO, Lakeside CNC Group

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. Know more

Siddharth Ahuja

CEO, Fabricroot

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