Integrate Planyo with Zoho CRM
Send information between Planyo and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact, or updates it if the email already exists in Zoho CRM when a reservation is confirmed in Planyo
Integrate Planyo with Zoho CRM using Zoho Flow. Whenever a reservation is confirmed in Planyo, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a reservation is confirmed in Planyo.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a reservation is confirmed in Planyo
Planyo + Zoho CRM
Create a new contact, or updates it if the email already exists in Zoho CRM when a reservation is canceled by an admin in Planyo
Integrate Planyo with Zoho CRM using Zoho Flow. Whenever a reservation is canceled by an admin in Planyo, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a reservation is canceled by an admin in Planyo.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a reservation is canceled by an admin in Planyo
Planyo + Zoho CRM
Build your own integrations between Planyo and Zoho CRM
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Supported triggers and actions
Integrate Planyo and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created or updated
Triggers when a new customer is added or if the details of an existing customer are updated
Customer checked in
Triggers when the customer has checked in for a reservation
Reservation confirmed
Triggers when a reservation is confirmed
Reservation automatically canceled
Triggers when a reservation is automatically canceled according to the cancellation rules set for the resource
Reservation cancelled by customer
Triggers when a reservation is cancelled by the customer
Reservation canceled by an admin
Triggers when a reservation is canceled by an admin
Reservation modified by admin
Triggers when the details of an existing reservation are modified by an admin
Customer checked out
Triggers when a customer has checked out
Reservation made
Triggers when a new reservation is made
Reservation updated by customer
Triggers when the details of an existing reservation are modified by the customer
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Create reservation
Creates a new reservation
Add user
Adds a new user (customer) to your Planyo site
Add vacation
Adds a new vacation (period of unavailability) for the specified resource or your entire Planyo site
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using 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
What is Planyo?
Planyo is a flexible online reservation and booking application for hotels, holiday apartments, and any business that accepts bookings.
Similar apps
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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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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Technical Engineer, Master Liveaboards
