Commusoft + Zoho CRM

Create module entries in Zoho CRM for new contacts in Commusoft

Keep your customer relationship management process updated and efficient! With this workflow, whenever a new contact is added in your Commusoft app, it will simultaneously create a module entry in your Zoho CRM app. This helps you save time, eliminate duplicate entries, and ensures that your Zoho CRM records are always up-to-date with the latest contact information.

When this happens...
New Contact
Triggers when a new contact 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

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Scheduled Activity
Triggers when a new scheduled activity is created.
Trigger
Instant
Try It

Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
Try It
Opportunity Won
Triggers when an opportunity is won.
Trigger
Instant
Try It

New Office Tasks
Triggers when a new tasks is created.
Trigger
Instant
Try It
- Customer TypeRequired
- AddressLine1Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer IdRequired
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
Scheduled
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
Scheduled
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

New Diary
Triggers when new diary event created.
Trigger
Instant
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Job Complete
Triggers when a job is completed.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is updated.
Trigger
Instant
Try It
Opportunity Lost
Triggers when an opportunity is lost.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
Try It
- Opportunity templateRequired
- SurnameRequired
- Name
- Addressline1Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer TypeRequired
- Addressline1Required
- Job DescriptionRequired
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
Action
Write
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
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

Related categories

Scheduling & Booking

About Zoho CRM

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

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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By team

Commusoft + Zoho CRM

Create module entries in Zoho CRM for new contacts in Commusoft

New Contact

Job Closed

New Invoice

New Opportunity

New Scheduled Activity

Opportunity Cancelled

Opportunity Won

New Office Tasks

Create New Customer

AddressLine1Required

Company Name

Company Landline

Company Email

Title

Email

Surname

Name

AddressLine2

AddressLine3

Town

County

Postcode

Landline

Mobile

Country code

Create New Work Address

Title

Name

Surname

Company Name

Addressline1Required

Addressline2

Addressline3

Postcode

Town

Country code

Mobile

Email

County

Landline

Customer IdRequired

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired