Integrate Zoho CRM with Current RMS
Send information between Zoho CRM and Current RMS automatically, without writing any code, using Zoho Flow.
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Create a new contact, or updates it if the email already exists in Zoho CRM when a new product is added in Current RMS
Integrate Current RMS with Zoho CRM using Zoho Flow. Whenever a new product is added in Current RMS, 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 new product is added in Current RMS.
- 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 new product is added in Current RMS
Current RMS + Zoho CRM
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Supported triggers and actions
Integrate Zoho CRM and Current RMS using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Purchase order created
Triggers when a new purchase order is added
Activity created
Triggers when a new activity is added
Project created
Triggers when a new project is added
Product created
Triggers when a new product is added
Invoice created
Triggers when new invoice created
Contact created
Triggers when a new contact created
All Actions - Actions are the automated tasks
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
Create user
Creates a new user with basic details
Create contact
Creates a new contact
Create product
Creates a new product
Create organization
Creates a new organization
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create invoice
Creates a new invoice
Create venue
Creates a new venue
Fetch invoice items
Fetches the details of an existing invoice
Fetch product
Fetches the details of an existing product
Fetch project
Fetches the details of an existing project
Fetch organization
Fetches the details of an existing organization
Fetch contact
Fetches the details of an existing contact
Fetch venue
Fetches the details of an existing venue
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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What is Current RMS?
Current RMS is a powerful cloud rental management software platform that lets you manage your entire rental business on the go, from any device and location. It also lets you track inventory, create customized rental documents, allocate labor, and more.
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