ABC Trainerize + Zoho CRM

Assign new or updated Zoho CRM contacts to Trainerize assignments

Keep your client information up to date and improve your coaching process with this streamlined workflow between Zoho CRM and Trainerize. Whenever a new or updated contact is detected in Zoho CRM, this automation assigns the contact to a specific trainer in Trainerize, ensuring your clients are matched with the right professionals and business operations run smoothly. Stay organized and efficient with this user-friendly integration.

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.
TriggerScheduled
automatically do this!
Assign To
Assigns a client to a trainer.
ActionWrite

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Supported triggers and actions

What does this mean?

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
Scheduled
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- Product
Trigger
Instant
Try It
Daily Nutrition Goal Hit
Triggers when a daily nutrition goal is hit.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It
Weight Goal Hit
Triggers when a weight goal is hit.
Trigger
Instant
Try It
- EmailRequired
- App Access
- Messaging Permission
Action
Write
- EmailRequired
- GroupRequired
Action
Write
- EmailRequired
- TrainerRequired
Action
Write
- Select a Master ProgramRequired
- EmailRequired
- Starts On
Action
Write
- EmailRequired
Action
Write
- Select Group(s)Required
- EmailRequired
Action
Write
- Select Addon ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- Select Program(s)Required
- EmailRequired
Action
Write
- EmailRequired
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
Scheduled
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
Scheduled
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
Cardio Completed
Triggers when a cardio is completed.
Trigger
Instant
Try It
Habit Completed
Triggers when a habit is completed.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
Product Start
Triggers on the start date of a purchased product.
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It
Workout Completed
Triggers when a workout is completed.
Trigger
Instant
Try It
- FromRequired
- ToRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
- FileRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Client Status
- Client TypeRequired
- Sex
- Activity Level
- Country
- City
- Phone
- Skype
- Birthdate
- Trainer
- Add to Group
- Add Custom Client Tag
- Subscribe to Main Program
- Main Program Start Date
Action
Write
- EmailRequired
- TagRequired
Action
Write
- Send ToRequired
- BodyRequired
Action
Write
- Select a Main ProgramRequired
- EmailRequired
- Start TypeRequired
- Program Start Date
Action
Write
- EmailRequired
- FileRequired
Action
Write

About ABC Trainerize

ABC Trainerize is a powerful personal training software to grow your business and reach more clients with online personal training, meal planning, in-app communication and workout tracking.

Learn more

Related categories

Fitness

About Zoho CRM

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

Help

Related categories

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ABC Trainerize + Zoho CRM

Assign new or updated Zoho CRM contacts to Trainerize assignments

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Auto-Renew Cancelled

Product

Daily Nutrition Goal Hit

New Client

Product End

Product

Tag Added to a Client

User Tag Filter

Weight Goal Hit

Reactivate Client

EmailRequired

App Access

Messaging Permission

Add to Group

EmailRequired

GroupRequired

Assign To

EmailRequired

TrainerRequired

Copy Master Program to Client

Select a Master ProgramRequired

EmailRequired

Starts On

Deactivate Client

EmailRequired

Remove From Groups

Select Group(s)Required

EmailRequired

Subscribe to Addon Program

Select Addon ProgramRequired

EmailRequired

Start TypeRequired

Program Start Date

Unsubscribe From Programs

Select Program(s)Required

EmailRequired

Find Client

EmailRequired

New Lead

New or Updated Contact