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Zoho CRM Integration

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How it connects

Supported triggers & actions in Zoho CRM

A trigger is the event that starts the workflow; an action is what FlowMattic performs to sync data with Zoho CRM.

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

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Connect Zoho CRM with 763+ apps

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About Zoho CRM

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.

Related categories

Sales & CRM

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Zoho CRM integration changelog

Track the latest updates, new features, and improvements

v1.0.0 – 30 May, 2026
– Initial release

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Zoho CRM Integration

Supported triggers & actions in Zoho CRM

Create Module Entry (Webhook)

Create Or Update Module Entry (Webhook)

Update Module Entry (Webhook)

Delete Module Entry (Webhook)

Insert/Update Record with Subform Data

Insert/Update Record with Assignment Rule

Insert/Update Record (Legacy)

Global Search

Search Lead by Email

Search Contact by Email

Search Lead via Phone

Search Contact via Phone

Search Module Entry

Create Lead

Create Contact

Create Account

Create Deal

Create Product

Create Quote

Create Sales Order

Create Invoice

Create Lead Call

Create Contact Call

Create Lead Task

Create Contact Task

Update Lead Call

Update Contact Call

Update Lead Task

Update Contact Task

Convert Lead

Find or Create Contact

Find or Create Lead

Add Tag to Contact

Add Tag to Lead

Add Tag to Module

Add Notes to Module

Update Lead

Update Contact

Update Account

Update Deal

Update Product

Update Quote

Update Sales Order

Update Invoice

Update Note by ID

Get Lead

Get Lead Metadata

Get Contact

Get Account

Get Deal

Get Product

Get Quote

Get Sales Order

Get Invoice

Get Note by ID

Get All Notes

Delete Lead

Delete Contact

Delete Account

Delete Deal

Delete Product

Delete Quote

Delete Sales Order

Delete Invoice

Delete User

List Modules

List Fields

List Organizations

Get Users

Add User

List Leads

List Contacts

List Accounts

List Deals

List Products

List Vendors

List Invoices

List Sales Orders