Integrate Zoho CRM with 600+ 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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Add new Zoho Creator records as new contacts in Zoho CRM

Zoho Creator's forms bring you leads, and Zoho CRM helps you convert them to prospects. But do you have to spend time syncing info between the two apps? Not anymore. This flow automatically creates a new contact in Zoho CRM for every record that is added to a specific form in Zoho Creator.

How it works

1. A new record is added in Zoho Creator.

2. Zoho Flow adds a new contact in Zoho CRM.


Use this flow
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Add new Zoho Creator records as new contacts in Zoho CRM

Zoho Creator + Zoho CRM

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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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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.


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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
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Create rows in Zoho Sheet for closed Zoho CRM deals

Zoho CRM + Zoho Sheet

Build your own Zoho CRM integrations

Connect Zoho CRM with over 600+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho CRM workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New note

Triggers when a new note is added

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

User created or updated

Triggers when the details of an existing user are created or updated

New lead

Triggers when a new lead is created

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Entry created or updated

Triggers when a record entry is created or updated

New user

Triggers when a new user is created

All Actions - Actions are the automated tasks

Send email template

Sends an email to the specified users

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

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

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

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Raise signal

Raises a signal to Zoho CRM

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Update module entry

Updates the specified module entry

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 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

Clone module entry

Clones an existing module entry

Fetch lead

Fetches a lead by email address 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

Fetch user

Fetches the details of an existing user by name or email address

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique 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.

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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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