Zoho integration

Add Tags to Zoho CRM Records

Apply one or more existing tags to up to 500 records in a Zoho CRM module, optionally replacing each record's existing tags.

Associate Email with Zoho CRM Record

Add an existing sent or received email to a Zoho CRM record's history.

Convert Zoho CRM Lead

Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

Count Zoho CRM Records

Count all records or records matching one filter in a Zoho CRM module.

Create Zoho CRM Automation Task

Create an automation task with typed static, merge, date, or datetime mappings.

Create Contact in Zoho CRM

Creates a new contact record in Zoho CRM. Use this action when you need to add a new contact to the CRM system. The Last_Name field is mandatory and must be provided with a non-empty value.

Create Zoho CRM Custom Fields

Create one to five custom fields in a Zoho CRM module.

Create Zoho CRM Custom View

Create one custom view for a Zoho CRM module.

Create Deal in Zoho CRM

Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Use this action when you need to create a sales deal or opportunity in Zoho CRM. Required fields are Deal_Name and Stage; all other fields are optional. The deal will be assigned to the …

Create Email Draft in Zoho CRM

Creates email drafts for a specific record in Zoho CRM. Email drafts are saved but not sent, allowing for review and editing before sending. Use this action when you need to prepare email communications associated with CRM records (Leads, Contacts, Deals, etc.) that will be reviewed and sent later.…

Create Zoho Event

Creates a new Event record in Zoho CRM. Events represent scheduled activities like meetings, calls, or appointments. Use this action when you need to schedule a new event or meeting in the CRM system. All events require an event title, start time, and end time at minimum.

Create Lead in Zoho CRM

Creates a new lead record in Zoho CRM with the specified details. The only mandatory field is Last_Name - all other fields are optional. Use this action when you need to add a new lead to Zoho CRM, typically after capturing lead information from a web form, email, or other lead generation source. T…