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Clay + Zoho CRM

Create records in Clay when new module entries occur in Zoho CRM

Simplify your workload with this workflow. When you record a New Module Entry in Zoho CRM, it simultaneously creates a matching record in Clay, ensuring accurate data sharing between your apps. This prevents the need for repeated manual data entries, resulting in a seamless information transfer and enhanced time management. This workflow effectively solves the problem of data duplication and inconsistency.

Simplify your workload with this workflow. When you record a New Module Entry in Zoho CRM, it simultaneously creates a matching record in Clay, ensuring accurate data sharing between your apps. This prevents the need for repeated manual data entries, resulting in a seamless information transfer and enhanced time management. This workflow effectively solves the problem of data duplication and inconsistency.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

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

    TriggerInstant
  2. automatically do this!
    ClayClay
    Create Record in Table

    Creates a new record in a table.

    ActionWrite
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Supported triggers and actions

  • 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
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • 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
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New User

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

    Trigger
    Polling
    Try It
  • 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
    Polling
    Try It
  • 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
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.

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