Bonjoro + Zoho CRM

Bonjoro + Zoho CRM integrations

Create tasks in Bonjoro for new leads in Zoho CRM

As soon as a new lead appears in your Zoho CRM, let this workflow shoulder some of your workload. It instantly creates a task in Bonjoro, ensuring you never miss the opportunity to engage your new leads. Streamline your follow-up process and improve lead generation with this efficient solution.

When this happens...
New LeadTriggers 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.
TriggerPolling
automatically do this!
Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

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More things you can do with Zoho CRM and Bonjoro

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

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
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
Try It
Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
Try It
Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
Try It
Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
Try It
Workspaces
List of available Workspaces
Trigger
Polling
Try It
- Email Address
  Required
- First Name
- Last Name
- Workspace
  Required
- Message Template
- Reason
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
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
Try It
Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
Try It
Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
Try It
Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
Try It
Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
Try It
Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
Try It
Message Templates
List of available Message Templates
Trigger
Polling
Try It

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

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Customer Appreciation

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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)

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Zoho

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Related Zap Templates

Create tasks in Bonjoro for new module entries in Zoho CRM

Related Zap Templates

Create tasks in Bonjoro for new module entries in Zoho CRM