Act-On + Zoho CRM

Act-On + Zoho CRM integrations

Create or update Zoho CRM module entries when new automated program external calls happen in Act-On

Streamline your customer relationship management with this easy-to-use workflow. When an external call occurs in your Act-On automated program, it will directly create or update a module entry in your Zoho CRM. This seamless integration eliminates manual data entry, saving you time and ensuring accurate, up-to-date records in your CRM. Boost efficiency and stay on top of all client interactions with this smart automation.

When this happens...
New Automated Program External CallTriggers when an automated program sends out external API data.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Act-On and Zoho CRM

Discover other triggers and actions you can use with Act-On and Zoho CRM

Act-On Outgoing Webhooks
Triggers when an Act-On outgoing webhook is received.
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write
- Contact update policy
  Required
Action
Write
- List
  Required
- Email (To Identify Contact)
  Required
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

- 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

- Program
  Required
Trigger
Instant
Try It
- Segment
  Required
- Contact
  Required
Action
Write
- Form
  Required
Action
Write
Update or Create Contact in All Contacts by External ID
Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.
Action
Write
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

About Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

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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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Add new Zoho CRM contacts to an Act-On marketing list

Create or update Zoho CRM module entries from new Act-On form submissions