Salesflare Salesflare Integrations

Zoho CRM and Salesflare

CRM (Customer Relationship Management)Zoho go.zoho.com ↗

How to connect Zoho CRM

What you can automate

  • When new Contact in Zoho CRM, find or create contact in Salesflare.
  • When new Lead in Zoho CRM, find or create contact in Salesflare.
  • When new or Updated Contact in Zoho CRM, find or create contact in Salesflare.
  • When new or Updated Lead in Zoho CRM, find or create contact in Salesflare.

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Zoho CRM operations on Zapier

Triggers (8)

Start a workflow when this happens

  • New Contact — Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
  • New Lead — Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
  • New Module Entry — Triggers instantaneously when any entry is created in the specified module.
  • New User — Triggers when a new active user is added to your Zoho CRM account.
  • New or Updated Contact — Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Show 3 more triggers
  • New or Updated Lead — Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
  • New/Updated Module Entry — Triggers instantaneously when any entry is created or updated in the specified module.
  • Updated Module Entry — Triggers instantaneously when a module entry is updated

Actions (9)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Add Attachment — Add attachment to the selected Module entry
  • Add Tag — Add new tag to existing module entries
  • Convert Lead — Convert an existing lead to contact and account
  • Create Module Entry — Create module entry if entry does not exist
Show 4 more actions
  • Create Module Entry — Creates a new entry in a module
  • Create/Update Module Entry — Create or update module entries
  • Update Module Entry — Update existing entry in the selected module
  • Update Related Module Entry — Relates an entry in this module with an entry in another module

Searches (2)

Look up existing records

  • Find Module Entries — Finds multiple entries in a module (with line item support)
  • Find Module Entry — Finds an entry in a module

Zoho CRM operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch Objects — Triggers when a new object is created or updated.

Actions (18)

Things Salesflare can make it do

  • Add a Tag to a Record — Adds an existing or a new tag to a record.
  • Add a User — Adds a new user.
  • Create a Tag — Create a new tag.
  • Create an Object — Creates a new object.
  • Delete a Related Record — Deletes a related record.
Show 13 more actions
  • Delete a Tag — Deletes an existing tag.
  • Delete a User — Deletes an existing user.
  • Delete an Object — Deletes an existing object by its ID and object.
  • Download an Attachment — Downloads an attachment of an object.
  • Get an Object — Returns info about an object.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Remove a Tag from a Record — Removes a tag from existing record.
  • Update a Related Record — Updates a related record.
  • Update a Tag — Updates an existing tag.
  • Update an Object — Updates an existing object.
  • Upload a Photo — Uploads a new photo.
  • Upload an Attachment — Uploads an attachment to a record.
  • Upsert a Lead — Upserts a lead.

Searches (7)

Look up existing records

  • List Fields — Lists all available fields for module.
  • List Modules — Lists all available modules.
  • List Objects — List all available objects.
  • List Related Records — Lists related records data.
  • Search Objects — Searches for objects.
Show 2 more searches
  • Search Tags — Searches for tags or lists them all.
  • Search Users — Searches for users or lists them all.

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