
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


Turn new 123FormBuilder submissions into Zoho CRM contacts
How it works


Turn new 123FormBuilder submissions into Zoho CRM contacts
123FormBuilder + Zoho CRM


Add contacts from bexio to Zoho CRM
How it works


Add contacts from bexio to Zoho CRM
Bexio + Zoho CRM


Create Zoho CRM tasks for new invoices in Chargify
How it works


Create Zoho CRM tasks for new invoices in Chargify
Chargify + Zoho CRM


Add Contact Plus contacts as leads in Zoho CRM
How it works


Add Contact Plus contacts as leads in Zoho CRM
Contacts+ + Zoho CRM


Create Zoho CRM leads for new subscribers in Mailjet
How it works


Create Zoho CRM leads for new subscribers in Mailjet
Mailjet + Zoho CRM


Create Zoho CRM accounts for new accounts in Outreach
How it works


Create Zoho CRM accounts for new accounts in Outreach
Outreach + Zoho CRM


Create Zoho CRM calls when calls are created in Outreach
How it works


Create Zoho CRM calls when calls are created in Outreach
Outreach + Zoho CRM


Create Zoho CRM contacts for new prospects in Outreach
How it works


Create Zoho CRM contacts for new prospects in Outreach
Outreach + Zoho CRM


Update Zoho CRM accounts for account updates in Outreach
How it works


Update Zoho CRM accounts for account updates in Outreach
Outreach + Zoho CRM


Update Zoho CRM contacts when prospects are updated in Outreach
How it works


Update Zoho CRM contacts when prospects are updated in Outreach
Outreach + Zoho CRM



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



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


Create Zoho CRM events for new bookings in ScheduleOnce
How it works


Create Zoho CRM events for new bookings in ScheduleOnce
ScheduleOnce + Zoho CRM


Create Zoho CRM campaigns for new events in Zoho Backstage
How it works


Create Zoho CRM campaigns for new events in Zoho Backstage
Zoho Backstage + Zoho CRM


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


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


Create Mixpanel profiles for new contacts in Zoho CRM
How it works


Create Mixpanel profiles for new contacts in Zoho CRM
Zoho CRM + Mixpanel


Create Outreach accounts for new accounts in Zoho CRM
How it works


Create Outreach accounts for new accounts in Zoho CRM
Zoho CRM + Outreach


Create Outreach prospects for new Zoho CRM contacts
How it works


Create Outreach prospects for new Zoho CRM contacts
Zoho CRM + Outreach


Update prospects in Outreach when a Zoho CRM contact is updated
How it works


Update prospects in Outreach when a Zoho CRM contact is updated
Zoho CRM + Outreach


Update prospects in Outreach when Zoho CRM leads are updated
How it works


Update prospects in Outreach when Zoho CRM leads are updated
Zoho CRM + Outreach


Create prospects in Outreach for new Zoho CRM leads
How it works


Create prospects in Outreach for new Zoho CRM leads
Zoho CRM + Outreach


Create contacts in Zoho Books for new leads in Zoho CRM
How it works


Create contacts in Zoho Books for new leads in Zoho CRM
Zoho CRM + Zoho Books


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


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



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



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


Add new Zoho CRM contacts to Aircall
How it works


Add new Zoho CRM contacts to Aircall
Zoho CRM + Aircall


Add new Zoho CRM contacts to Alegra
How it works


Add new Zoho CRM contacts to Alegra
Zoho CRM + Alegra


Copy Zoho CRM contacts to Autopilot
How it works


Copy Zoho CRM contacts to Autopilot
Zoho CRM + Autopilot


Create Campaign Monitor subscribers for new leads in Zoho CRM
How it works


Create Campaign Monitor subscribers for new leads in Zoho CRM
Zoho CRM + Campaign Monitor


Create subscribers in CleverReach for new Zoho CRM contacts
How it works


Create subscribers in CleverReach for new Zoho CRM contacts
Zoho CRM + CleverReach


Create ConvertKit subscribers for new leads in Zoho CRM
How it works


Create ConvertKit subscribers for new leads in Zoho CRM
Zoho CRM + ConvertKit


Create Easy Projects activities for tasks in Zoho CRM
How it works


Create Easy Projects activities for tasks in Zoho CRM
Zoho CRM + Easy Projects


Copy Zoho CRM contacts to FreeAgent
How it works


Copy Zoho CRM contacts to FreeAgent
Zoho CRM + FreeAgent


Create Hive messages for new tasks in Zoho CRM
How it works


Create Hive messages for new tasks in Zoho CRM
Zoho CRM + Hive


Add new Zoho CRM contacts to Klaviyo
How it works


Add new Zoho CRM contacts to Klaviyo
Zoho CRM + Klaviyo


Create Subscribers in MailerLite for new leads in Zoho CRM
How it works


Create Subscribers in MailerLite for new leads in Zoho CRM
Zoho CRM + MailerLite Classic


Add Zoho CRM contacts to a specific list in Mailgun
How it works


Add Zoho CRM contacts to a specific list in Mailgun
Zoho CRM + Mailgun


Add Zoho CRM contacts to QuickBooks
How it works


Add Zoho CRM contacts to QuickBooks
Zoho CRM + QuickBooks


Create SendinBlue contacts for new contacts in Zoho CRM
How it works


Create SendinBlue contacts for new contacts in Zoho CRM
Zoho CRM + SendinBlue


Send Slack messages when Zoho CRM deals reach a specific stage
How it works


Send Slack messages when Zoho CRM deals reach a specific stage
Zoho CRM + Slack


Create time entries in TimeCamp for new Zoho CRM tasks
How it works


Create time entries in TimeCamp for new Zoho CRM tasks
Zoho CRM + TimeCamp


Add new Zoho CRM users to TSheets
How it works


Add new Zoho CRM users to TSheets
Zoho CRM + QuickBooks Time


Create rows in Zoho Analytics for new Zoho CRM leads
How it works


Create rows in Zoho Analytics for new Zoho CRM leads
Zoho CRM + Zoho Analytics


Create rows in Zoho Sheet for closed Zoho CRM deals
How it works


Create rows in Zoho Sheet for closed Zoho CRM deals
Zoho CRM + Zoho Sheet



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



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


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


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


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


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
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.
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Webhook triggers
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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 >