Connect Zoho CRM with another app

Zoho CRM integration

Connect Zoho CRM with 918+ other apps in FlowMattic. Pick a trigger, add Zoho CRM steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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4 triggers 75 actions Integration version 1.0.0 Category: Sales & CRM Unlimited workflows and runs

Pair Zoho CRM with another app

See what the two do together: triggers, actions and example workflows.

Popular with Zoho CRM

Triggers and actions for Zoho CRM

A trigger is the Zoho CRM event that starts a workflow. An action is what FlowMattic does in Zoho CRM from a step.

Event	What it does	Type
Create Module Entry (Webhook)	Triggers when a new entry is created in the specific module.	Trigger
Create Or Update Module Entry (Webhook)	Triggers when a new entry is created or when an existing entry is updated in the specific module.	Trigger
Update Module Entry (Webhook)	Triggers when an existing entry is updated in the specific module.	Trigger
Delete Module Entry (Webhook)	Triggers when an entry is deleted in the specific module.	Trigger
Insert/Update Record with Subform Data	Creates or updates a record in any module along with subform data.	Action
Insert/Update Record with Assignment Rule	Creates or updates a record using CRM assignment rules.	Action
Insert/Update Record (Legacy)	Creates or updates records using the legacy upsert method.	Action
Global Search	Searches records across a module using keywords.	Action
Search Lead by Email	Searches for a lead by email address.	Action
Search Contact by Email	Searches for a contact by email address.	Action
Search Lead via Phone	Searches for a lead by phone number.	Action
Search Contact via Phone	Searches for a contact by phone number.	Action
Search Module Entry	Searches records in any module using criteria.	Action
Create Lead	Creates a new lead.	Action
Create Contact	Creates a new contact.	Action
Create Account	Creates a new account.	Action
Create Deal	Creates a new deal.	Action
Create Product	Creates a new product.	Action
Create Quote	Creates a new quote.	Action
Create Sales Order	Creates a new sales order.	Action
Create Invoice	Creates a new invoice.	Action
Create Lead Call	Creates a call activity associated with a lead.	Action
Create Contact Call	Creates a call activity associated with a contact.	Action
Create Lead Task	Creates a task associated with a lead.	Action
Create Contact Task	Creates a task associated with a contact.	Action
Update Lead Call	Updates a call activity associated with a lead.	Action
Update Contact Call	Updates a call activity associated with a contact.	Action
Update Lead Task	Updates a task associated with a lead.	Action
Update Contact Task	Updates a task associated with a contact.	Action
Convert Lead	Converts a lead to a contact, account, and/or deal.	Action
Find or Create Contact	Finds a contact by email or creates one if not found.	Action
Find or Create Lead	Finds a lead by email or creates one if not found.	Action
Add Tag to Contact	Adds one or more tags to a contact record.	Action
Add Tag to Lead	Adds one or more tags to a lead record.	Action
Add Tag to Module	Adds tags to records in any module.	Action
Add Notes to Module	Adds a note to a record in any module.	Action
Update Lead	Updates an existing lead record.	Action
Update Contact	Updates an existing contact record.	Action
Update Account	Updates an existing account record.	Action
Update Deal	Updates an existing deal record.	Action
Update Product	Updates an existing product record.	Action
Update Quote	Updates an existing quote record.	Action
Update Sales Order	Updates an existing sales order record.	Action
Update Invoice	Updates an existing invoice record.	Action
Update Note by ID	Updates an existing note by its ID.	Action
Get Lead	Retrieves a lead record by ID.	Action
Get Lead Metadata	Retrieves metadata/field definitions for the Leads module.	Action
Get Contact	Retrieves a contact record by ID.	Action
Get Account	Retrieves an account record by ID.	Action
Get Deal	Retrieves a deal record by ID.	Action
Get Product	Retrieves a product record by ID.	Action
Get Quote	Retrieves a quote record by ID.	Action
Get Sales Order	Retrieves a sales order record by ID.	Action
Get Invoice	Retrieves an invoice record by ID.	Action
Get Note by ID	Retrieves a specific note record by its ID.	Action
Get All Notes	Retrieves all notes.	Action
Delete Lead	Deletes a lead record by ID.	Action
Delete Contact	Deletes a contact record by ID.	Action
Delete Account	Deletes an account record by ID.	Action
Delete Deal	Deletes a deal record by ID.	Action
Delete Product	Deletes a product record by ID.	Action
Delete Quote	Deletes a quote record by ID.	Action
Delete Sales Order	Deletes a sales order record by ID.	Action
Delete Invoice	Deletes an invoice record by ID.	Action
Delete User	Deletes a CRM user by ID.	Action
List Modules	Retrieves all available modules.	Action
List Fields	Retrieves all fields for a specific module.	Action
List Organizations	Retrieves organization details.	Action
Get Users	Retrieves a list of users in the CRM.	Action
Add User	Adds a new user to the CRM organization.	Action
List Leads	Retrieves a list of leads with optional filters.	Action
List Contacts	Retrieves a list of contacts with optional filters.	Action
List Accounts	Retrieves a list of accounts with optional filters.	Action
List Deals	Retrieves a list of deals with optional filters.	Action
List Products	Retrieves a list of products with optional filters.	Action
List Vendors	Retrieves a list of vendors.	Action
List Invoices	Retrieves a list of invoices with optional filters.	Action
List Sales Orders	Retrieves a list of sales orders with optional filters.	Action
List Quotes	Retrieves a list of quotes with optional filters.	Action

Three steps to a running Zoho CRM workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Zoho CRM once
Add a Zoho CRM connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Zoho CRM event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Zoho CRM steps and logic
Chain Zoho CRM actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Zoho CRM workflows people build

Each example pairs Zoho CRM with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Create Zoho CRM deals from new WooCommerce orders

WooCommerce to Zoho CRM

Create CRM leads from Typeform responses and notify teams in Discord

Typeform to Zoho CRM, then Discord

Create MailerLite subscribers from new Zoho CRM leads

Zoho CRM to MailerLite

Sync Zoho CRM deal updates to Google Sheets and Notion databases

Zoho CRM to Google Sheets, then Notion

Update Zoho CRM accounts from updated Airtable records

Airtable to Zoho CRM

Browse the workflow library

Connect Zoho CRM with other apps

857 apps have triggers or actions that work with Zoho CRM. The ones used together most often come first.

Showing 24 of 857 apps

About Zoho CRM

FlowMattic integration version 1.0.0

Zoho CRM is a comprehensive customer relationship management platform that helps businesses manage leads, contacts, sales pipelines, customer interactions, workflow automation, analytics, and team collaboration in one place to streamline sales and drive growth.