Axonaut + Zoho CRM

Axonaut + Zoho CRM integrations

Create opportunities in Axonaut for new or updated contacts in Zoho CRM

Effortlessly manage your sales pipeline by connecting Zoho CRM to Axonaut with this seamless workflow. Whenever a new or updated contact appears in Zoho CRM, an opportunity will be created in Axonaut, helping you stay organized and focused on closing deals. Enhance your productivity with this streamlined automation that simplifies your contact and opportunity management process.

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!
Create OpportunityCreates an opportunity
ActionWrite

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More things you can do with Zoho CRM and Axonaut

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

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 Closed Ticket
Triggers when a ticket is closed.
Trigger
Polling
Try It
New Contract
Triggers when a new contract is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
- Opportunities status
  Required
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Company name
  Required
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee email
  Required
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event content
  Required
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee email
  Required
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- Name
  Required
- Price
  Required
- Tax rate
- Quantity
  Required
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amount
  Required
- Opportunity comment
- Opportunity pipe
  Required
- Opportunity step
  Required
- Business manager email
  Required
- Opportunity probability
  Required
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company Name
  Required
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier name
  Required
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense ID
  Required
Action
Write
- Company id
  Required
Action
Search
- Quotation ID
  Required
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company name
  Required
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee email
  Required
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
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 Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Quotation status
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Polling
Try It
- Company ID
  Required
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amount
  Required
Action
Write
- Invoice Id
  Required
- Invoice Nature
  Required
- Payment amount
  Required
- Payment Date
  Required
- Payment Reference
Action
Write
- Product name
  Required
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company Id
  Required
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket title
  Required
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product Id
  Required
Action
Write
- Contract ID
  Required
Action
Search
- Supplier Id
  Required
Action
Search
- Employee email
- Employee phone
Action
Search

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn moreLearn moreHelpHelp

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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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