AlterEstate + Zoho CRM

AlterEstate + Zoho CRM integrations

Create new AlterEstate deals for new or updated Zoho CRM contacts

Keep your real estate deals up-to-date with this seamless automation between Zoho CRM and AlterEstate. When a new or updated contact is detected in your Zoho CRM, this workflow will create a new deal in AlterEstate, ensuring you have the latest information on potential clients. Stay organized and never miss an opportunity with this time-saving integration.

When this happens...
New or Updated ContactTriggers 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.
TriggerPolling
automatically do this!
New DealCreates a Contact and a Deal inside your company.
ActionWrite

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More things you can do with Zoho CRM and AlterEstate

Discover other triggers and actions you can use with Zoho CRM and AlterEstate

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
- Round Robin
  Required
Trigger
Polling
Try It

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
- Seleccionar Formulario
  Required
- ¿Incluir entradas incompletas?
  Required
Trigger
Polling
Try It
- Agente
  Required
- Round Robin
- Via o Canal
  Required
- Código de la Propiedad
- Operación de Interés
- Nombre Completo
  Required
- Email
- Teléfono
- Notas
- Facebook: Nombre del Conjunto de Anuncios
- Facebook: Nombre de la Campaña
- Facebook: Nombre del Formulario
- Facebook: Plataforma (FB / IG)
Action
Write

About AlterEstate

AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.

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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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