Connect Zoho CRM and Slack

Sales teams who keep their pipeline in Zoho CRM and talk in Slack can see CRM changes where they work. FlowMattic catches Zoho CRM module events through webhooks and posts leads, won deals, new tasks and deletions to channels or straight to the person who owns them. Workflows run from your own WordPress site.

Try FlowMattic free See example workflows

4 triggers 89 actions 6 example workflows 4 ready-made templates Unlimited runs

Try a pairing

When this happens in Zoho CRM4 triggers

Do this in Slack14 actions

1. TriggerCreate Module Entry (Webhook)

2. ActionSend Channel Message

When Zoho CRM fires Create Module Entry (Webhook), FlowMattic runs Send Channel Message in Slack with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Zoho CRM and Slack workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Post each new Zoho CRM lead to the sales channel

A new entry in the Leads module posts the name, company, source and owner to a channel, so the team sees fresh leads without refreshing the CRM.

Create Module Entry (Webhook)Send Channel Message

Celebrate closed-won deals with the account name

When a deal is updated, a Filter passes only those moved to closed won, Get Account fetches the customer's name and the wins channel hears about it.

Update Module Entry (Webhook)FilterGet AccountSend Channel Message

Message the owner directly when a deal is assigned

A new deal looks up its owner's email in Slack and sends them a direct message with the amount and closing date, so the right rep knows it is theirs.

Create Module Entry (Webhook)Find User by EmailSend Direct Message

Open a channel for every new key account

When an account of your top tier is created, a Filter checks the type, Slack creates a channel named after it and the account owner is invited.

Create Module Entry (Webhook)FilterCreate ChannelInvite User To Channel

Turn new Zoho CRM tasks into Slack reminders

A task created in Zoho CRM becomes a Slack reminder for its owner at the due time, for reps who live in Slack more than in the CRM.

Create Module Entry (Webhook)Date/Time FormatterAdd Reminder

Report deleted records to a private admin channel

Each deletion in the module you watch is posted to a private channel with the record name and who deleted it, a simple audit trail for CRM admins.

Delete Module Entry (Webhook)Send Private Channel Message

Set up: new leads to a channel

When you finish, every new lead in Zoho CRM is posted as a message in your Slack sales channel.

Connect Zoho CRM and Slack
In FlowMattic, add your Zoho CRM account and your Slack workspace under Connects.
Choose the trigger
Start a workflow with Create Module Entry (Webhook), pick the Leads module and follow the trigger's steps to add the webhook in Zoho CRM.
Capture a test lead
Create a test lead in Zoho CRM so FlowMattic receives its fields.
Post to Slack
Add Send Channel Message, pick the channel, write the message from the lead's fields, test it and switch the workflow on.

Slack app icon — Built on the FlowMattic canvas. Test each step with real data, then switch the workflow on.

From Zoho CRM	To Slack
Full name	First line
Company	Message body
Lead source	Message body
Lead owner	Footer

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Zoho CRM's triggers are webhook based, as their names say, so each one needs the webhook set up in Zoho CRM for the module you choose.
Slack has no triggers in FlowMattic, so a Slack message cannot update Zoho CRM. Workflows run from the CRM to Slack.
Find User by Email only finds people in your Slack workspace, so the deal owner's Zoho CRM email has to match their Slack email.

Zoho CRM

Integration page

Triggers (4)

Create Module Entry (Webhook)Triggers when a new entry is created in the specific module.
Create Or Update Module Entry (Webhook)Triggers when a new entry is created or when an existing entry is updated in the specific module.
Update Module Entry (Webhook)Triggers when an existing entry is updated in the specific module.
Delete Module Entry (Webhook)Triggers when an entry is deleted in the specific module.

Actions (75)

Insert/Update Record with Subform DataCreates or updates a record in any module along with subform data.
Insert/Update Record with Assignment RuleCreates or updates a record using CRM assignment rules.
Insert/Update Record (Legacy)Creates or updates records using the legacy upsert method.
Global SearchSearches records across a module using keywords.
Search Lead by EmailSearches for a lead by email address.
Search Contact by EmailSearches for a contact by email address.
Search Lead via PhoneSearches for a lead by phone number.
Search Contact via PhoneSearches for a contact by phone number.
Search Module EntrySearches records in any module using criteria.
Create LeadCreates a new lead.
Create ContactCreates a new contact.
Create AccountCreates a new account.
Create DealCreates a new deal.
Create ProductCreates a new product.
Create QuoteCreates a new quote.
Create Sales OrderCreates a new sales order.
Create InvoiceCreates a new invoice.
Create Lead CallCreates a call activity associated with a lead.
Create Contact CallCreates a call activity associated with a contact.
Create Lead TaskCreates a task associated with a lead.
Create Contact TaskCreates a task associated with a contact.
Update Lead CallUpdates a call activity associated with a lead.
Update Contact CallUpdates a call activity associated with a contact.
Update Lead TaskUpdates a task associated with a lead.
Update Contact TaskUpdates a task associated with a contact.
Convert LeadConverts a lead to a contact, account, and/or deal.
Find or Create ContactFinds a contact by email or creates one if not found.
Find or Create LeadFinds a lead by email or creates one if not found.
Add Tag to ContactAdds one or more tags to a contact record.
Add Tag to LeadAdds one or more tags to a lead record.
Add Tag to ModuleAdds tags to records in any module.
Add Notes to ModuleAdds a note to a record in any module.
Update LeadUpdates an existing lead record.
Update ContactUpdates an existing contact record.
Update AccountUpdates an existing account record.
Update DealUpdates an existing deal record.
Update ProductUpdates an existing product record.
Update QuoteUpdates an existing quote record.
Update Sales OrderUpdates an existing sales order record.
Update InvoiceUpdates an existing invoice record.
Update Note by IDUpdates an existing note by its ID.
Get LeadRetrieves a lead record by ID.
Get Lead MetadataRetrieves metadata/field definitions for the Leads module.
Get ContactRetrieves a contact record by ID.
Get AccountRetrieves an account record by ID.
Get DealRetrieves a deal record by ID.
Get ProductRetrieves a product record by ID.
Get QuoteRetrieves a quote record by ID.
Get Sales OrderRetrieves a sales order record by ID.
Get InvoiceRetrieves an invoice record by ID.
Get Note by IDRetrieves a specific note record by its ID.
Get All NotesRetrieves all notes.
Delete LeadDeletes a lead record by ID.
Delete ContactDeletes a contact record by ID.
Delete AccountDeletes an account record by ID.
Delete DealDeletes a deal record by ID.
Delete ProductDeletes a product record by ID.
Delete QuoteDeletes a quote record by ID.
Delete Sales OrderDeletes a sales order record by ID.
Delete InvoiceDeletes an invoice record by ID.
Delete UserDeletes a CRM user by ID.
List ModulesRetrieves all available modules.
List FieldsRetrieves all fields for a specific module.
List OrganizationsRetrieves organization details.
Get UsersRetrieves a list of users in the CRM.
Add UserAdds a new user to the CRM organization.
List LeadsRetrieves a list of leads with optional filters.
List ContactsRetrieves a list of contacts with optional filters.
List AccountsRetrieves a list of accounts with optional filters.
List DealsRetrieves a list of deals with optional filters.
List ProductsRetrieves a list of products with optional filters.
List VendorsRetrieves a list of vendors.
List InvoicesRetrieves a list of invoices with optional filters.
List Sales OrdersRetrieves a list of sales orders with optional filters.
List QuotesRetrieves a list of quotes with optional filters.

Slack

Integration page

Actions (14)

Send Channel MessagePost or Schedule a new message to a specific #channel
Add ReminderAdds a reminder for the user
Create ChannelCreates a new channel
List All ChannelsRetrieve list of all channels
Set Channel TopicSets the topic on a selected channel
Set StatusSets your Slack status to the given text and emoji
Invite User To ChannelInvite an existing User to an existing Channel. You must be a member of the channel to invite someone to it
Find User by EmailFinds a user by matching against their email instead of their username
Find User by IDFinds a user by their ID.
Send Direct MessageSend a direct message to a user or yourself from the Slackbot. Can also schedule a message for later
Send Private Channel MessagePost a new message to a private channel you choose. Can also schedule a message for later
Update ProfileUpdate basic profile fields such as name or title
Find MessageFinds a Slack message using the Slack Search feature
Upload FileUpload file to your slack workplace

Why run this pair with FlowMattic

Zoho CRM and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Pipeline news where reps talk

Leads, wins and tasks reach Slack as they happen in the CRM, so no one has to keep a CRM tab open.

Every module, one builder

The triggers work with the Zoho CRM module you pick, and over 70 Zoho CRM actions can enrich the message first.

Data passes through your server

CRM records go to Slack from your WordPress site with no per-task pricing, however many leads arrive.

Common questions

Which Zoho CRM modules can post to Slack?

The webhook triggers work with the module you choose, such as Leads, Contacts, Deals, Accounts or Tasks. Build one workflow per module, or one per module and channel.

Can I add more detail than the webhook sends?

Yes. Add a Zoho CRM step such as Get Deal, Get Account or Get Contact after the trigger, and use its fields in the Slack message.

Can I alert only on large deals?

Yes. Put a Filter after the trigger with a condition on the amount, so only deals above your threshold reach the channel.

Can Slack create a lead in Zoho CRM?

No. Slack has no triggers here. To create leads automatically, start from a form, an ad lead or a webhook and use Create Lead or Find or Create Lead.

Did not find your answer? You can browse the help center or ask us directly.

Start automating Zoho CRM and Slack

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

Try FlowMattic free See pricing

30-day money-back guarantee Unlimited workflows and runs Self-hosted

Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Zoho CRM integration 1.0.0, Slack integration 1.0.