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Cascade Strategy + Zoho CRM Integrations

How to connect Cascade Strategy + Zoho CRM

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Supported triggers and actions

What does this mean?
  • Cascade Strategy triggers, actions, and search
    Update Action Current Progress
    Updates an Action
    Action
    Write
  • Cascade Strategy triggers, actions, and search
    Update Measure Current Value
    Updates a measure current value
    Action
    Write
  • Cascade Strategy triggers, actions, and search
    Update Measure Historical Values
    Updates historical values of a measure
    Action
    Write
  • Zoho CRM triggers, actions, and 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
    Scheduled
  • Zoho CRM triggers, actions, and 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
    Scheduled
  • Zoho CRM triggers, actions, and search
    New Module Entry
    Triggers instantaneously when any entry is created in the specified module.
    Trigger
    Instant
  • Zoho CRM triggers, actions, and search
    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
    Scheduled
  • Zoho CRM triggers, actions, and search
    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
    Scheduled
  • Zoho CRM

    Triggers instantaneously when any entry is created or updated in the specified module.

    Instant

    Trigger

  • Zoho CRM

    Triggers when a new active user is added to your Zoho CRM account.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when a module entry is updated

    Instant

    Trigger

  • Zoho CRM

    Add attachment to the selected Module entry

    Scheduled

    Action

  • Zoho CRM

    Add new tag to existing module entries

    Scheduled

    Action

  • Zoho CRM

    Convert an existing lead to contact and account

    Scheduled

    Action

  • Zoho CRM

    Creates a new entry in a module

    Scheduled

    Action

  • Zoho CRM

    Update existing entry in the selected module

    Scheduled

    Action

  • Zoho CRM

    Relates an entry in this module with an entry in another module

    Scheduled

    Action

  • Zoho CRM

    Create or update module entries

    Scheduled

    Action

  • Zoho CRM

    Finds an entry in a module

    Scheduled

    Action

  • Zoho CRM

    Create contact if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create Lead if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create module entry if entry does not exist

    Scheduled

    Action

How Cascade Strategy + Zoho CRM Integrations Work

  1. Step 1: Authenticate Cascade Strategy and Zoho CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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cascade-strategy logo

About Cascade Strategy

Cascade helps organizations plan, execute, measure, and adapt their strategies in one place so they see business results faster.

Related categories

  • Business Intelligence
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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