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Integrate Zoho CRM with 700+ apps

Create business workflows for Zoho CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Zoho CRM workflows

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Turn new 123FormBuilder submissions into Zoho CRM contacts

Looking to convert form submissions from "just names" to leads for your business? Here is an automation that can do that for you. Every time a response is submitted in 123FormBuilder, this flow adds a new contact in Zoho CRM.

How it works

1. A new submission is made in 123FormBuilder.

2. Zoho Flow creates a contact in Zoho CRM.

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Turn new 123FormBuilder submissions into Zoho CRM contacts

123FormBuilder + Zoho CRM

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Add contacts from bexio to Zoho CRM

Add new contacts from your accounting apps to your CRM automatically. This flow adds new contacts from bexio to Zoho CRM.

How it works

1) A new contact is added to bexio.

2) Zoho Flow adds the contact to Zoho CRM.

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Add contacts from bexio to Zoho CRM

Bexio + Zoho CRM

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Create Zoho CRM tasks for new invoices in Chargify

New invoices can create a lot of work for your team. This flow helps initiate the process right away. Each time a new invoice is created in Chargify, it automatically creates a corresponding task in Zoho CRM.

How it works

1. A new invoice is created in Chargify.

2. Zoho Flow creates a task in Zoho CRM.

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Create Zoho CRM tasks for new invoices in Chargify

Chargify + Zoho CRM

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Add Contact Plus contacts as leads in Zoho CRM

Add new leads created in your CRM as contacts in your contact management app. This flow adds new leads in Zoho CRM as contacts in Contact+.

How it works

1) A new contact is added to Contact+.

2) Zoho Flow adds the contact as lead in Zoho CRM.

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Add Contact Plus contacts as leads in Zoho CRM

Contacts+ + Zoho CRM

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Create Zoho CRM leads for new subscribers in Mailjet

Winning over leads because of the good content you send out? Use this flow to capture this information into your CRM automatically- it creates a lead in Zoho CRM each time a new subscriber is added in Mailjet.

How it works

1. A new subscriber is added in Mailjet.

2. Zoho Flow creates a lead in Zoho CRM.

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Create Zoho CRM leads for new subscribers in Mailjet

Mailjet + Zoho CRM

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Create Zoho CRM accounts for new accounts in Outreach

Automatically create an account in your CRM when a new account is created in your sales engagement application. This flow creates a Zoho CRM account when a new Outreach account is created.

How it works

1. A new Outreach account is created.

2. Zoho Flow creates an account in Zoho CRM using the same information.

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Create Zoho CRM accounts for new accounts in Outreach

Outreach + Zoho CRM

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Create Zoho CRM calls when calls are created in Outreach

Create a call in your CRM when a call is created in your sales engagement application. This flow creates a call in Zoho CRM when a call is created in Outreach.

How it works

1. A call is created in Outreach.

2. Zoho Flow creates a call in Zoho CRM using the same information.

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Create Zoho CRM calls when calls are created in Outreach

Outreach + Zoho CRM

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Create Zoho CRM contacts for new prospects in Outreach

Add prospects in your sales engagement application as contacts in your CRM. This flow adds new Outreach prospects as contacts in Zoho CRM.

How it works

1. A new prospect is added to Outreach.

2. Zoho Flow adds the prospect as a contact in Zoho CRM.

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Create Zoho CRM contacts for new prospects in Outreach

Outreach + Zoho CRM

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Update Zoho CRM accounts for account updates in Outreach

Update your CRM account when an account in your sales engagement application is updated. This flow updates the corresponding Zoho CRM account when an account in Outreach is updated.

How it works

1. An Outreach account is updated.

2. Zoho Flow updates the corresponding Zoho CRM account.

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Update Zoho CRM accounts for account updates in Outreach

Outreach + Zoho CRM

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Update Zoho CRM contacts when prospects are updated in Outreach

Update the corresponding contact in your CRM when a prospect is updated in your sales engagement application. This flow updates the corresponding Zoho CRM contact when a prospect is updated in Outreach.

How it works

1. A prospect is updated in Outreach.

2. Zoho Flow updates the corresponding Zoho CRM contact.

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Update Zoho CRM contacts when prospects are updated in Outreach

Outreach + Zoho CRM

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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

This flow creates a new deal in Zoho CRM and sends a message to a Zoho Cliq channel every time you send a quote via Quotient. this way, your team can track new proposals and work on them accordingly.

How it works

1. A new quote is sent in Quotient.

2. Zoho Flow executes the following tasks automatically:

a. Creates a deal in Zoho CRM.

b. Sends a channel notification to a Zoho Cliq channel.

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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

Quotient + Zoho CRM + Zoho Cliq

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Create Zoho CRM events for new bookings in ScheduleOnce

Each time a booking is created in ScheduleOnce, this flow automatically creates a corresponding event in Zoho CRM. That way, you can view the appointment details of all your clients from within your CRM.

How it works

1. A new booking is created in ScheduleOnce.

Zoho Flow executes the following tasks automatically:

1. Calculates the end time of the meeting with the start time and duration.

2. Creates an event in Zoho CRM .

3. Associates the event with the corresponding lead in Zoho CRM.

Use this flow

Create Zoho CRM events for new bookings in ScheduleOnce

ScheduleOnce + Zoho CRM

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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.

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Create Zoho CRM campaigns for new events in Zoho Backstage

Zoho Backstage + Zoho CRM

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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

Manually entering the details of a customer after a contract has been signed might not be the best use of your time. This flow will create a customer in Zoho CRM when a counterparty is created in Zoho Contracts.

How it works

1. A counterparty is created in Zoho Contracts.

2. Zoho Flow will automatically create a customer in Zoho CRM.

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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

Zoho Contracts + Zoho CRM

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Create Mixpanel profiles for new contacts in Zoho CRM

This flow creates a new profile in Mixpanel each time a contact is added in Zoho CRM so you can easily track the different channels through which they interact with you.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a profile for the contact in Mixpanel.

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Create Mixpanel profiles for new contacts in Zoho CRM

Zoho CRM + Mixpanel

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Create Outreach accounts for new accounts in Zoho CRM

Create an account in your sales engagement app when a new account is created in your CRM. This flow creates an Outreach account when a Zoho CRM account is created.

How it works

1. A Zoho CRM account is created.

2. Zoho Flow creates an Outreach account using the same information.

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Create Outreach accounts for new accounts in Zoho CRM

Zoho CRM + Outreach

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Create Outreach prospects for new Zoho CRM contacts

Add your CRM contacts as prospects in your sales engagement application. This flow adds new Zoho CRM contacts as prospects in Outreach.

How it works

1. A new contact is added to Zoho CRM.

2. Zoho Flow adds the contact as a prospect in Outreach.

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Create Outreach prospects for new Zoho CRM contacts

Zoho CRM + Outreach

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Update prospects in Outreach when a Zoho CRM contact is updated

Automatically update a prospect in your sales engagement application when the corresponding CRM contact is updated. This flow updates the corresponding prospect in Outreach when a Zoho CRM contact is updated.

How it works

1. A Zoho CRM contact is updated.

2. Zoho Flow updates the corresponding prospect in Outreach.

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Update prospects in Outreach when a Zoho CRM contact is updated

Zoho CRM + Outreach

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Update prospects in Outreach when Zoho CRM leads are updated

Automatically update the corresponding prospect in your sales engagement application when a lead is updated in your CRM. This flow updates the corresponding prospect in Outreach when a lead is updated in Zoho CRM.

How it works

1. A lead is updated in Zoho CRM.

2. Zoho Flow updates the corresponding prospect in Outreach.

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Update prospects in Outreach when Zoho CRM leads are updated

Zoho CRM + Outreach

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Create prospects in Outreach for new Zoho CRM leads

Add CRM leads as prospects in your sales engagement application. This flow adds new Zoho CRM leads as prospects in Outreach.

How it works

1. A new lead is added to Zoho CRM.

2. Zoho Flow adds the lead as a prospect in Outreach.

Use this flow

Create prospects in Outreach for new Zoho CRM leads

Zoho CRM + Outreach

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Create contacts in Zoho Books for new leads in Zoho CRM

Automatically add your CRM leads as contacts to your accounting application. This flow adds new Zoho CRM leads as contacts in Zoho Books.

How it works

1. A new lead is added to Zoho CRM.

2. Zoho Flow adds the new lead to Zoho Books as a contact.

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Create contacts in Zoho Books for new leads in Zoho CRM

Zoho CRM + Zoho Books

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Invite users to Zoho Sites when they're added to Zoho CRM.

Invite people who are added to your CRM to collaborate on building websites. This flow invites users who are newly added to Zoho CRM to Zoho Sites.

How it works

1) A new user is added to Zoho CRM.

2) Zoho Flow invites the user to Zoho Sites.

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Invite users to Zoho Sites when they're added to Zoho CRM.

Zoho CRM + Zoho Sites

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Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.

Each time a new contact unsubscribes in ActiveTrail, this flow fetches the corresponding lead in Zoho CRM, adds a note to keep your CRM updated about the cancellation, and sends a channel notification in Zoho Cliq. Let Zoho Flow track and record your customers' interests so you can better engage with them.

How it works

1. A contact unsubscribes in ActiveTrail.

2. Zoho Flow executes the following tasks automatically:

a. Fetches the corresponding lead in Zoho CRM.

b. Adds a note for the lead in Zoho CRM.

c. Notifies a specific channel in Zoho Cliq.

Use this flow

Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.

ActiveTrail + Zoho Cliq + Zoho CRM

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Add new Zoho CRM contacts to Aircall

If you're using Aircall to handle customer calls, this flow can help collect their details from your CRM system automatically. Each time a new contact is created in Zoho CRM, a corresponding contact is created in Aircall.

How it works

1. A new contact is created in Zoho CRM.

2. Zoho Flow adds a corresponding contact in Aircall.

Use this flow

Add new Zoho CRM contacts to Aircall

Zoho CRM + Aircall

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Add new Zoho CRM contacts to Alegra

This flow creates a new contact in Alegra for every new contact added in Zoho CRM, saving you the time and effort of syncing contacts manually.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding contact in Alegra.

Use this flow

Add new Zoho CRM contacts to Alegra

Zoho CRM + Alegra

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Copy Zoho CRM contacts to Autopilot

When a new contact is added in Zoho CRM, this flow automatically creates a contact in Autopilot, so you can ensure you're engaging with your leads at the right time.

How it works

1. A new contact is created in Zoho CRM.

2. Zoho Flow creates a corresponding contact in Autopilot.

Use this flow

Copy Zoho CRM contacts to Autopilot

Zoho CRM + Autopilot

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Create Campaign Monitor subscribers for new leads in Zoho CRM

This flow adds a subscriber in Campaign Monitor each time a lead is created in Zoho CRM. That way, you can reach out to your new leads, right away.

How it works

1. A new lead is added in Zoho CRM.

2. Zoho Flow adds the lead as a subscriber in Campaign Monitor.

Use this flow

Create Campaign Monitor subscribers for new leads in Zoho CRM

Zoho CRM + Campaign Monitor

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Create subscribers in CleverReach for new Zoho CRM contacts

Every time a contact is added in Zoho CRM, this flow automatically adds them as a subscriber in your CleverReach account—keeping your mailing lists in sync with your CRM.

How it works

1. A contact is added in Zoho CRM.

2. Zoho Flow adds the contact as a subscriber in CleverReach.

Use this flow

Create subscribers in CleverReach for new Zoho CRM contacts

Zoho CRM + CleverReach

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Create ConvertKit subscribers for new leads in Zoho CRM

This flow automatically creates a new subscriber in ConvertKit for every new lead added in Zoho CRM so you can reach out to your new leads much faster.

How it works

1. A new lead is added in Zoho CRM.

2. Zoho Flow creates a subscriber in a specific form in ConvertKit.

Use this flow

Create ConvertKit subscribers for new leads in Zoho CRM

Zoho CRM + ConvertKit

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Create Easy Projects activities for tasks in Zoho CRM

Every time a task is added in Zoho CRM, this flow creates a new activity in Easy Projects, helping your team track sales activities easily.

How it works

1. A new task is added in Zoho CRM.

2. Zoho Flow creates an activity in Easy Projects.

Use this flow

Create Easy Projects activities for tasks in Zoho CRM

Zoho CRM + Easy Projects

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Copy Zoho CRM contacts to FreeAgent

Each time a new contact is added in Zoho CRM, the flow adds a corresponding contact in FreeAgent. That way, you can keep your accounting software updated, automatically.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding contact in FreeAgent.

Use this flow

Copy Zoho CRM contacts to FreeAgent

Zoho CRM + FreeAgent

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Create Hive messages for new tasks in Zoho CRM

This flow creates a message in Hive each time a task is added in Zoho CRM, so your teammates can collaborate on the tasks in real-time.

How it works

1. A new task is created in Zoho CRM.

2. Zoho Flow creates a message in Hive.

Use this flow

Create Hive messages for new tasks in Zoho CRM

Zoho CRM + Hive

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Add new Zoho CRM contacts to Klaviyo

This flow creates a new subscriber in Klaviyo each time a contact is added in your Zoho CRM account. That way, you can initiate conversations with new clients, much faster.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a subscriber in Klaviyo.

Use this flow

Add new Zoho CRM contacts to Klaviyo

Zoho CRM + Klaviyo

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Create Subscribers in MailerLite for new leads in Zoho CRM

Zoho CRM can capture and manage your leads efficiently, but your newsletters will convert them to bonafide prospects. Use this flow to automatically create a new subscriber in MailerLite every time a new lead is added in Zoho CRM.

How it works

1. A new lead is added in Zoho CRM.

2. Zoho Flow adds the lead's email address to MailerLite.

Use this flow

Create Subscribers in MailerLite for new leads in Zoho CRM

Zoho CRM + MailerLite Classic

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Add Zoho CRM contacts to a specific list in Mailgun

Each time a new contact is added in Zoho CRM, the flow adds them to a specific list in Mailgun, helping you segment your audiences easily.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow adds the contact as a subscriber to a specific list in Mailgun.

Use this flow

Add Zoho CRM contacts to a specific list in Mailgun

Zoho CRM + Mailgun

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Add Zoho CRM contacts to QuickBooks

Each time a new contact is added in Zoho CRM, this flow creates a corresponding customer in QuickBooks, helping you initiate transactions much faster.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding customer in QuickBooks.

Use this flow

Add Zoho CRM contacts to QuickBooks

Zoho CRM + QuickBooks

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Create SendinBlue contacts for new contacts in Zoho CRM

For every contact created in Zoho CRM, this flow automatically adds a corresponding contact in SendinBlue. Thay way, your mailing lists will always keep up with new leads that you capture.

How it works

1. A new contact is created in Zoho CRM.

2. Zoho Flow makes a copy of the contact in SendinBlue.

Use this flow

Create SendinBlue contacts for new contacts in Zoho CRM

Zoho CRM + SendinBlue

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Send Slack messages when Zoho CRM deals reach a specific stage

This flow posts a message in a Slack channel when a deal reaches a specific stage in Zoho CRM, helping you stay informed about their progress.

How it works

1. A deal reaches a specified stage in Zoho CRM.

2. Zoho Flow sends a channel message in Slack.

Use this flow

Send Slack messages when Zoho CRM deals reach a specific stage

Zoho CRM + Slack

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Create time entries in TimeCamp for new Zoho CRM tasks

This flow creates a new time entry in TimeCamp each time a task is created in Zoho CRM, maintaining a record of how much time your team spends on each activity.

How it works

1. A new task is created in Zoho CRM.

2. Zoho Flow creates a new time entry in TimeCamp .

Use this flow

Create time entries in TimeCamp for new Zoho CRM tasks

Zoho CRM + TimeCamp

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Add new Zoho CRM users to TSheets

Adding new members to your team? Why not give them access to the apps they need right away? Each time you add a new user in Zoho CRM the flow automatically creates a corresponding user in TSheets.

How it works

1. A new user is added in Zoho CRM.

2. Zoho Flow adds the user to TSheets.

Use this flow

Add new Zoho CRM users to TSheets

Zoho CRM + QuickBooks Time

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Create rows in Zoho Analytics for new Zoho CRM leads

This flow creates a new row in Zoho Analytics every time a lead is added in Zoho CRM. So you can now record each lead's entry on the go and get an instant, detailed report of how well your business is doing, anytime.

How it works

1. A new lead is added in Zoho CRM.

2. Zoho Flow creates a new row in Zoho Analytics.

Use this flow

Create rows in Zoho Analytics for new Zoho CRM leads

Zoho CRM + Zoho Analytics

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Create rows in Zoho Sheet for closed Zoho CRM deals

Zoho Flow can help you keep a record of all the deals you've won. Every time a deal is updated to "Closed Won" in Zoho CRM, this flow automatically adds a new row in Zoho Sheet.

How it works

1. The status of a deal is updated to 'Closed Won' in Zoho CRM.

2. Zoho Flow adds a new row in Zoho Sheet.

Use this flow

Create rows in Zoho Sheet for closed Zoho CRM deals

Zoho CRM + Zoho Sheet

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Create leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.

Use this flow to find out if you're engaging well with your leads. Each time a new response is submitted in Zoho Forms, this flow creates a lead in Zoho CRM and adds them as a subscriber to MailChimp. After a specified period of time, the flow checks the status of the subscriber in MailChimp. If the status is still pending, Zoho Flow automatically fetches the corresponding lead and adds an alert note for their profile in Zoho CRM.

How it works

1. A new response is submitted in Zoho Forms.

2. Zoho Flow executes the following tasks automatically:

a. Creates a lead in Zoho CRM.

b. Adds a new subscriber to a specific list in MailChimp.

c. Waits for a period of 60 days.

d. Uses decision logic to check if:

(i) subscriber status is pending.

if (i) is true.

e. Fetches the lead from Zoho CRM.Adds a note for that specific lead in Zoho CRM.

Use this flow

Create leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.

Zoho Forms + Zoho CRM + Mailchimp

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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

When a deal-related document you’ve sent is signed and sent back to you, the status of the deal needs to be updated. This flow updates the status of a selected deal in Zoho CRM when the document is completed in Zoho Sign.

How it works

1. A document is marked as complete in Zoho Sign.

2. Zoho Flow automatically updates the corresponding deal stage in Zoho CRM.

Use this flow

Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

Zoho Sign + Zoho CRM

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Create a module entry in Zoho CRM when a signed document is uploaded to Zoho WorkDrive

Create a new entry in your CRM whenever a signed document is uploaded to your document management application. This flow creates a new module entry in Zoho CRM every time a signed document is uploaded to Zoho WorkDrive.

How it works

1. A signed document is uploaded to Zoho WorkDrive.

2. Zoho Flow creates a new entry in CRM for the document.

Use this flow

Create a module entry in Zoho CRM when a signed document is uploaded to Zoho WorkDrive

Zoho WorkDrive + Zoho CRM

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

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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.

Categories : CRM Popular Sales Automation Zoho

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Network with us

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more

Harnoor Abroll

Technical and Operations Head, TruAct