[ Sales and CRM ]
Zoho CRM integration for your workflows.
Connect Zoho CRM to Collabase once and use 11 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.
Zoho CRM in Collabase
Connect Zoho CRM to Collabase once and use 11 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Customer relationship management software
How to connect it
- Open the integrations in the workspace settings.
- Choose Zoho CRM and connect your account.
- Add a trigger or an action to the workflow.
Zoho CRM triggers
| Name | Description | Fields |
|---|---|---|
| New ContactChecks at intervals | Triggers when a new contact is created |
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| New RecordChecks at intervals | Triggers when a record is created in any module (custom fields included). |
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| Updated RecordChecks at intervals | Triggers when a record is modified in any module. |
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Zoho CRM actions
| Name | Description | Fields |
|---|---|---|
| Read file | Download a file content from Zoho CRM. e.g.: a Backup File |
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| Create Record | Creates a record in any module, including custom fields. |
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| Update Record | Updates fields of a record in any module. Fields left empty are not changed. |
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| Get Record | Gets a record by id from any module, with all its fields. |
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| Create or Update Record | Updates the record that matches on the duplicate-check fields, or creates it if none matches. |
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| Delete Record | Deletes a record (it moves to the Zoho CRM Recycle Bin). |
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| Convert Lead | Converts a lead into a contact and account, and optionally a deal. |
+ 8
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| Add Note | Adds a note to a record. |
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| Add Tags to Record | Adds existing or new tags to a record. New tag names are created first. |
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| Upload Attachment | Attaches a file to a record. |
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| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Zoho CRM
What can I automate with Zoho CRM in Collabase?
Zoho CRM brings 11 actions and 3 triggers, for example Read file, Create Record, Update Record, Get Record and 7 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Zoho CRM to Collabase?
You open the integrations in the workspace settings, choose Zoho CRM and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Can Zoho CRM start a workflow?
Yes. Zoho CRM provides 3 triggers, for example New Contact, New Record and Updated Record. The workflow runs as soon as the event happens.
Does the Zoho CRM integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.