Integrate Zoho CRM with Zoho People
Send information between Zoho CRM and Zoho People automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and Zoho People 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
Record approved
Triggers when a record is approved
Record canceled
Triggers when a record is canceled
Record updated
Triggers when an existing record is updated
Record created or updated
Triggers when a record is created or updated in the selected form
Record created
Triggers when a new record is created in the selected form
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 record
Creates a new record in the selected form
Add employee
Adds a new employee
Add case
Adds a new record in the HR cases module
Cancel leave
Cancels an existing leave
Fetch leave type
Fetches the details of an existing leave type by employee name, ID, or email address
Add employee feedback
Adds a new feedback for the employee
Add check-in and check-out entry
Adds automated check-in and check-out entries to track attendance
Create announcement
Creates a new announcement
Create attendance entry
Creates a check-in and/or check-out time entry
Create time log entry
Creates a new time log entry
Reject record
Rejects the pending records
Update time log entry
Updates an existing time log entry
Update project
Updates the details of an existing project
Approve record
Approves the pending records
Update record
Updates the details of an existing record
Fetch leave record by record ID
Fetches the details of an existing leave record by record ID
Fetch record
Fetches the details of an existing record by field value
Fetch employee
Fetches the details of an existing employee by email address or employee ID
Get user availability
Gets the office availability of the specified user
Fetch time log entry
Fetches the details of an existing time log entry
Fetch leave record by leave details
Fetches the details of an existing leave record using date, employee record ID, and leave type ID
Fetch announcement
Fetches the details of an existing announcement by ID or search term
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
What is Zoho People?
Similar apps
Build comprehensive workflows using
Webhook triggers
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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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