Zoho CRM Integration

Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together.

Actions

Upsert Contact

Create or update a contact in Zoho CRM. This action allows you to ensure that your contact information is always up-to-date.

Upsert Lead

Create or update a lead in Zoho CRM. Use this action to manage your potential sales opportunities effectively.

Search Leads

Search for leads in Zoho CRM based on specific criteria. This action helps you find and manage your leads efficiently.

Add User

Add a new user to your Zoho CRM account. This action is useful for expanding your team and managing user access.

List Users

Retrieve a list of users from your Zoho CRM account. Use this action to view and manage your team members.

Delete User

Remove a user from your Zoho CRM account. This action helps you manage user access and maintain security.

Triggers

New Contact

Trigger an event when a new contact is added to Zoho CRM. This allows you to automate workflows based on new contact creation.

New Lead

Trigger an event when a new lead is added to Zoho CRM. This allows you to automate workflows based on new lead creation.

Connections

Zoho CRM integration uses OAuth2 for authentication and is available for US servers only (.com).