Act! + Zoho CRM

Act! + Zoho CRM integrations

Create new Act! contacts from new Zoho CRM module entries

This workflow starts when a new module entry is made in your Zoho CRM. The result? It adds a contact in your Act! app. Use this automation to save time on manual data entry, and ensure your contacts are always up to date across both tools. Enjoy streamlined communication and boosted productivity.

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Add ContactCreates a new contact.
ActionWrite

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More things you can do with Zoho CRM and Act!

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

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
Contact Updated
Triggers when a Contact is updated.
Trigger
Polling
Try It
- Activity Type
  Required
- Regarding
- Schedule With
  Required
- Start Time
  Required
- End Time
  Required
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
- Contact
  Required
- Estimated Close Date
  Required
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
Action
Write
- Type
  Required
- Contact
  Required
- Regarding
- Details
- Start Time
  Required
- End Time
  Required
- Private
Action
Write
- Contact
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Group Name
Action
Search
- Name
  Required
- Description
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
- 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
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- Contact
  Required
- Note Text
  Required
- Private
Action
Write
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Name
  Required
- Description
Action
Write
- Field to Search By
  Required
- Value to Search By
  Required
Action
Search
- Field to Search By
  Required
- Value to Search By
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

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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

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Related Zap Templates

Add new Zoho CRM contacts to Act! for seamless data management

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Add new Zoho CRM contacts to Act! for seamless data management