Boulevard + Zoho CRM

Create Zoho CRM module entries for new clients in Boulevard

Maintain your CRM updated with new client details the moment they register on Boulevard. This nifty workflow instantly creates a new module entry in your Zoho CRM app whenever a new client enters the system on Boulevard. It makes it easier to track new clients, keeping your customer relationship management precise and efficient. A perfect solution for businesses keen on delivering personalized service seamlessly.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
Try It
New Appointment
Triggers when an appointment is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
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Order Completed
Triggers when an order is closed.
Trigger
Instant
Try It

- First nameRequired
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
- DurationRequired
- ReasonRequired
- Title
Action
Write

- Appointment IdRequired
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order IDRequired
Action
Search
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
Try It
Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
Try It
- The ID of the Appointment or Client to be taggedRequired
- Tag IdRequired
Action
Write
- Client IDRequired
- TextRequired
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
Action
Write
- Client IDRequired
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search
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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

Learn more

Related categories

Scheduling & Booking

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Boulevard + Zoho CRM

Create Zoho CRM module entries for new clients in Boulevard

Appointment Cancelled

New Appointment

New Client

Entity Tags Added

Order Completed

Create Client

Create Timeblock

Update Appointment

Find Appointment

Find Client by External ID

Find Order by ID

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Appointment Completed

Appointment Rescheduled

Client Updated

Entity Tags Removed

Add Tag

Create Client Note

Delete Timeblock

Update Client

Find Client by Email

Find Client by ID

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

About Boulevard

Related categories

About Zoho CRM

Related categories

Similar apps

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Insightly

Zapier Interfaces