Integrate Zoho CRM with Voucherify
Send information between Zoho CRM and Voucherify 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 one or more redemptions or rollback statuses have occurred in Voucherify
Integrate Voucherify with Zoho CRM using Zoho Flow. Whenever one or more redemptions or rollback statuses have occurred in Voucherify, 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 one or more redemptions or rollback statuses have occurred in Voucherify.
- 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 one or more redemptions or rollback statuses have occurred in Voucherify
Voucherify + Zoho CRM
Create a new contact, or updates it if the email already exists in Zoho CRM when a promotion is created in Campaigns in Voucherify
Integrate Voucherify with Zoho CRM using Zoho Flow. Whenever a promotion is created in Campaigns in Voucherify, 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 promotion is created in Campaigns in Voucherify.
- 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 promotion is created in Campaigns in Voucherify
Voucherify + Zoho CRM
Build your own integrations between Zoho CRM and Voucherify
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Supported triggers and actions
Integrate Zoho CRM and Voucherify 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
Voucher publication succeeded
Triggers when a voucher code is published to a customer.
Redemption status occurred
Triggers when one or more redemptions or rollback statuses have occurred
Voucher created
Triggers when a new voucher is created
Customer rewarded
Triggers when a customer receives a reward
Promotion tier created
Triggers when a promotion is created in Campaigns
Voucher gift balance added
Triggers when a balance amount is added to a gift voucher
Business validation rule created
Triggers when a new business validation rule is created
Customer added
Triggers when a new customer is added
Redemption succeeded
Triggers when a redemption is successful
Campaign created
Triggers when a new campaign is 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 customer
Creates a new customer
Create voucher
Publishes a new voucher code
Update customer consent
Updates the marketing permissions for the specified customer
Update customer
Updates the details of an existing customer by their customer ID or source ID
Fetch customer
Fetches the details of an existing customer by their customer ID or source 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.
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What is Voucherify?
Voucherify is an API-centric promotion engine that empowers marketers to quickly launch and efficiently manage promotions such as coupons, gift cards, referrals, and more.
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