Zoho CRM

Zoho CRM

Create your customized scenario with Integromat. Automate repetitive tasks involved in using Zoho CRM and make your work easier.

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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Zoho CRM integrations

Create Zoho CRM deals from new PrestaShop orders

Create Zoho CRM deals from new PrestaShop orders

Every time a new order is created in PrestaShop, Integromat will automatically create a new deal in Zoho CRM.


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See caller details retrieved from Zoho CRM before you answer a call

See caller details retrieved from Zoho CRM before you answer a call

When you receive a call on your Android phone, Integromat will automatically search for the caller in Zoho CRM and display the contact's details in the desktop notification using Chrome browser extension. You will know who is calling you before you answer the call.


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Create an object in Zoho CRM when you receive a call on your Android device

Create an object in Zoho CRM when you receive a call on your Android device

Every time you receive a call on your Android device, Integromat will automatically create a new object in Zoho CRM.


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Send Slack messages for new Zoho CRM tasks

Send Slack messages for new Zoho CRM tasks

Every time a new task is created in Zoho CRM, Integromat will automatically send a message in Slack.


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Create Zoho CRM leads from new WooCommerce customers

Create Zoho CRM leads from new WooCommerce customers

Every time a new customer is created in WooCommerce, Integromat will automatically create a new lead in Zoho CRM.


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Add new Shopify customer as new contact in Zoho CRM

Add new Shopify customer as new contact in Zoho CRM

When a new Customer is made in Shopify, a new contact is created in Zoho CRM.


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Send Twilio SMS messages for new Zoho CRM calls

Send Twilio SMS messages for new Zoho CRM calls

Every time a new call is logged in Zoho CRM, Integromat will automatically send an SMS message via Twilio.


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New Zoho CRM accounts saved / updated in Zoho Desk

New Zoho CRM accounts saved / updated in Zoho Desk

On each run, Zoho CRM will get last 20 accounts that have been created / modified. Zoho Desk will then create corresponding account or update it.


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Create an object in Zoho CRM when you make a call from your Android device

Create an object in Zoho CRM when you make a call from your Android device

Every time you make a call from your Android device, Integromat will automatically search in Zoho CRM for the contact you are calling and create a new object with the duration of the call.


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Triggers

Zoho CRM

Watch Objects

Triggers when a new object is created or updated.

Actions

Zoho CRM

Create an Object

Creates a new object.

Zoho CRM

Delete an Object

Deletes an existing object by its ID and object.

Zoho CRM

Download an Attachment

Downloads an attachment of an object.

Zoho CRM

Get an Object

Returns info about an object.

Zoho CRM

Make an API Call

Performs an arbitrary authorized API call.

Zoho CRM

Update an Object

Updates an existing object.

Zoho CRM

Upload an Attachment

Uploads an attachment to a record.

Searches

Zoho CRM

List Fields

Lists all available fields for module.

Zoho CRM

List Modules

Lists all available modules.

Zoho CRM

List Objects

List all available objects.

Zoho CRM

Search Objects

Searches for objects.

About Zoho CRM

Zoho CRM is a sales force automation software that caters to the needs of businesses of all types and sizes. Increase leads, accelerate sales, and measure sales performance:

  • Multiple pipelines
  • Journey Orchestration
  • AI & BI features with Zia
  • Customizable CRM instances with Canvas

Benefits:

  • Boost sales: Prioritize revenue-generating leads and optimize processes to nurture them across the pipeline for successful conversion.
  • Efficient business processes: Stay productive by defining and building robust processes for your business. Zoho CRM can help you ensure that standards are followed while processes are executed.
  • Tactical decision-making: Zoho CRM gives your decision makers accurate data from across your organization using analytics and reports so they can react to market trends with better decisions.
  • Data security and compliance: Safeguard your customer data with top-of-the-line physical and digital security mechanisms. Zoho CRM offers a range of access controls and security features to protect customer data at every level of your organization. It is certified against a number of international security standards as well as being GDPR and HIPAA compliant.
  • Better customer satisfaction: Resolve customer inquiries quickly by equipping your team with historical data and AI-powered insights to achieve better customer experiences.

Integrate Zoho CRM with these services