Integrate Zoho CRM with Kylas
Send information between Zoho CRM and Kylas automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and Kylas using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Task created or updated
Triggers when a task is created or updated
Deal updated
Triggers when the details of an existing deal are updated
Task created
Triggers when a new task is created
Lead updated
Triggers when the details of an existing lead are updated
Lead created
Triggers when a new lead is created
Contact created
Triggers when a new contact is created
Deal created or updated
Triggers when a deal is created or updated
Task updated
Triggers when the details of an existing task are updated
Company updated
Triggers when the details of an existing company are updated
Lead created or updated
Triggers when a lead is created or updated
Call logs created or updated
Triggers when a call log is created or updated
All Actions - Actions are the automated tasks
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
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create lead
Creates a new lead
Create product or service
Creates a new product or service
Create company
Creates a new company
Update lead
Updates the details of an existing lead
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Update task
Updates the details of an existing task
Update product or service
Updates the details of an existing product or service
Close deal
Closes the specified deal
Close lead
Close the specified lead
Fetch lead
Fetches the details of an existing lead using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch product or service
Fetches the details of an existing product or service using ID
Fetch task
Fetches the details of an existing task using ID
Fetch company
Fetches the details of an existing company using ID
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
