ConvertAPI + Zoho CRM

Transform and save new or updated Zoho CRM contacts with ConvertAPI

Keep your contact records up-to-date by converting files seamlessly within your CRM. This workflow activates when you add or update a contact in Zoho CRM and quickly converts the file using ConvertAPI. Save time managing documents and focus on nurturing customer relationships with this efficient, automated process.

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!
Advanced: Convert File
Converts a file to the specified format.
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
- FileRequired
- Output FileName
- Convert Header
- Convert Attachments
- Page Size
Action
Write
- FileRequired
- Password
- Output FileName
Action
Write
- FileRequired
- Password
- Output FileName
- Wysiwyg
- Enable Ocr
- Ocr Language
Action
Write
- FileRequired
- Password
- Output FileName
- PdfaVersionRequired
Action
Write
- FileRequired
- Password
- Output FileName
- Enable Ocr
- Ocr Language
Action
Write
- FileRequired
- Preset by regulation typeRequired
- Personally Identifiable Information (PII)
- Patient Health Information (PHI)
- Financial Data
- Legal and Contractual Data
- Confidential
- Redaction data
- Password
- Output FileName
Action
Write
- FileRequired
- Password
- Output FileName
- Include Formatting
- Single Sheet
- Enable Ocr
- Ocr Language
Action
Write
- UrlRequired
- Output file name
- Page Size
- Page Orientation
Action
Write

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
- FileRequired
- Convert from
- Convert toRequired
Action
Write
- FilesRequired
- Output FileName
- Page Size
- Page Orientation
- Margin Horizontal
- Margin Vertical
Action
Write
- FileRequired
- Password
- Compression PresetsRequired
- Output FileName
Action
Write
- FilesRequired
- Password
- Output FileName
- Page Size
- Page Orientation
- Bookmarks Toc
Action
Write
- FileRequired
- Password
- Output FileName
- Image Resolution
- Image Height
- Image Width
Action
Write
- FileRequired
- Protect With Password
- Output FileName
Action
Write
- FileRequired
- Password
- Output FileName
Action
Write
- UrlRequired
- Output file name
- Image Height
- Image Width
Action
Write
- UrlRequired
- Output file name
- Image Height
- Image Width
Action
Write

About ConvertAPI

ConvertAPI is a File Conversion & PDF Tools service. Convert Email, Image, File to PDF, DOCX and more. Merge, Split, Compress, OCR; AI Redact & Extract PDF data

Learn more

Related categories

Documents

About Zoho CRM

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

Learn more

ConvertAPI + Zoho CRM

Transform and save new or updated Zoho CRM contacts with ConvertAPI

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Email to PDF

Office to PDF

PDF to DOCX

PDF to PDF/A

PDF to PPTX

Redact PDF

PDF to XLSX

WEB to PDF

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Advanced: Convert File

Images to PDF

Compress PDF

Combine or Merge PDF Files

PDF to PNG

Protect PDF

Repair PDF

WEB to JPG

WEB to PNG

About ConvertAPI

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About Zoho CRM

Related categories

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