Common Room + Zoho CRM

Add tags to Common Room members when contacts are created or updated in Zoho CRM

Stay organized and up-to-date when connecting Zoho CRM with Common Room. This automation workflow will add tags to members in Common Room whenever a new or updated contact occurs in Zoho CRM. By using this integration, you'll save time on manual tasks and ensure your Common Room member data is always current with your Zoho CRM contacts.

When this happens...
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.
TriggerPolling
automatically do this!
Add Tags to Common Room Contact
Add new or existing tags to a contact in your room.
ActionWrite

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Supported triggers and actions

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
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
Segment Status List
List of Status for a Segment
Trigger
Polling
Try It
- Common Room Destination IDRequired
- User IDRequired
- Contact Full Name
- Contact First Name
- Contact Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Contact Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Contact Tags
Action
Write
- NoteRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- Segment Status
Action
Write
- Common Room Destination IDRequired
- User IDRequired
- Custom FieldRequired
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
- 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
- Api Docs Info
- 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
Custom Fields List
List of Custom Fields
Trigger
Polling
Try It
- Common Room Destination IDRequired
- Unique Activity IDRequired
- Activity Title
- Activity Content
- Timestamp
- Activity URL
- Activity Tags
- User IDRequired
- Contact Full Name
- Contact First Name
- Contact Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Contact Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Contact Tags
- Subsource Name
- Parent Activity ID
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- NoteRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- TagsRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
Action
Write