Attio + Zoho CRM

Create or update Attio companies from new Zoho CRM contacts

Effortlessly maintain an organized database with this workflow between Zoho CRM and Attio. Whenever a new contact is added in Zoho CRM, the automation will find or create a corresponding company in Attio, ensuring your CRM and Attio accounts stay up to date. Save time and maintain accurate, consistent information across both platforms.

When this happens...
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.
TriggerPolling
automatically do this!
Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
ActionWrite

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Supported triggers and actions

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.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- ListRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
- ListRequired
Action
Write
- ListRequired
Action
Write
- ObjectRequired
Action
Write
- ContentRequired
- Deadline
- Assignees
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- Task IDRequired
- Deadline
- Is Completed
- Assignees
Action
Write
- ObjectRequired
Action
Search

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.
Trigger
Polling
Try It
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.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- ObjectRequired
Action
Write
- ObjectRequired
- Parent record IDRequired
- Note titleRequired
- Note contentRequired
- Note formatRequired
- Created at
Action
Write
- Storage providerRequired
- Record typeRequired
- Record IDRequired
- Folder IDRequired
- Drive ID
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- ObjectRequired
- Record IDRequired
Action
Write
- ListRequired
Action
Search