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Salesloft + Zoho CRM

Tag Zoho CRM contacts based on Salesloft task activity

Automate your contact management process by adding tags to your Zoho CRM contacts based on task actions in Salesloft. This automation ensures your CRM stays organized and updated with relevant tags for each contact, improving efficiency and streamlining your workflow.

Automate your contact management process by adding tags to your Zoho CRM contacts based on task actions in Salesloft. This automation ensures your CRM stays organized and updated with relevant tags for each contact, improving efficiency and streamlining your workflow.

When this happens...
Task Created, Completed or Deleted
Triggers when an event occurs for a task. Supports created, completed and deleted task events.
TriggerInstant
automatically do this!
Add Tag
Add new tag to existing module entries
ActionWrite

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Supported triggers and actions

- Event TypeRequired
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Search ByRequired
- Search TermRequired
Action
Search
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
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

- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Secondary Email Address
- Personal Email Address
- Phone
- Phone Extension
- Mobile Phone
- Home Phone
- Person Stage
- Account
- Owner
- City
- State
- Country
- Work location - city
- Work location - state
- Work location - country
- Company Name
- Company Website
- Company Industry
- Job Title
- Linkedin Url
- Job Seniority
- Do Not Contact
- Eu Resident
- Time Locale
- Personal Website
- Twitter Handle
- Tags
- Contact Restrictions
Action
Write
- Search ByRequired
- Search TermRequired
Action
Search
- Search ByRequired
- Search TermRequired
- First Name
- Last Name
- Email Address
- Secondary Email Address
- Personal Email Address
- Phone
- Phone Extension
- Mobile Phone
- Home Phone
- Person Stage
- Account
- Owner
- City
- State
- Country
- Work location - city
- Work location - state
- Work location - country
- Company Name
- Company Website
- Company Industry
- Job Title
- Linkedin Url
- Job Seniority
- Do Not Contact
- Eu Resident
- Time Locale
- Personal Website
- Twitter Handle
- Tags
- Contact Restrictions
Action
Search or 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
- Api Docs Info
- 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

About Salesloft

Salesloft is a sales engagement platform designed to help sales teams drive more revenue and improve their sales processes.

Related categories

Sales & CRM

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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