Access Raise + Zoho CRM

Access Raise + Zoho CRM integrations

Create new Zoho CRM modules from new Access Raise submissions

Streamline your nonprofit's workflow with this seamless integration between Access Raise and Zoho CRM. When a new form is submitted on Access Raise, this automation creates a module entry in Zoho CRM, saving you valuable time. This seamless process enhances efficiency, allowing you more time to focus on your cause.

When this happens...
New Form SubmissionTriggers when a user completes a form on the website
TriggerPolling
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Access Raise and Zoho CRM

Discover other triggers and actions you can use with Access Raise and Zoho CRM

New Appeal
Triggers when a new appeal is created.
Trigger
Polling
Try It
- Form Id
  Required
Trigger
Polling
Try It
New Member
Triggers when a new member is created.
Trigger
Polling
Try It
- Return test payments
Trigger
Polling
Try It
- Appeal Id
  Required
Action
Search

- Member Id
  Required
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

- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

New Donation
Triggers when a new donation is made.
Trigger
Polling
Try It
- Group Id
  Required
Trigger
Polling
Try It
New Order
Triggers when a new shop or events order is placed by a customer.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Donation Id
  Required
Action
Search
- Payment Id
  Required
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Access Raise

Access Raise is a digital, scalable solution for fundraising, donor engagement and data collection activities

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About Zoho CRM

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

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