ConectoHub + Zoho CRM

ConectoHub + Zoho CRM integrations

Create ConectoHub check-ins for new Zoho CRM module entries

This Zapier template will create check-ins in ConectoHub from new Zoho CRM module entries automatically.

When this happens...
New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.
TriggerInstant
automatically do this!
Checkin Key ResultMakes check-in the particular Key Result
ActionWrite

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More things you can do with Zoho CRM and ConectoHub

Discover other triggers and actions you can use with Zoho CRM and ConectoHub

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
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
Get Key Results
Triggers when get authorized key results for user.
Trigger
Polling
Try It
Get Tasks
Triggers when gets tasks for authorized user.
Trigger
Polling
Try It
- Task
  Required
Trigger
Polling
Try It
Get Today Tasks
Triggers when get today tasks list for auth user.
Trigger
Polling
Try It
- KPI
- KPI Value
  Required
- Checkin Type
Action
Write
- Project Name
  Required
- Key Results
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
Get KPIs
Triggers when get authorized key performance indicators for users.
Trigger
Polling
Try It
Get Projects
Triggers when gets authorized projects for user.
Trigger
Polling
Try It
- Task
  Required
Trigger
Polling
Try It
- Task
  Required
Trigger
Polling
Try It
Get Yesterday Tasks
Triggers when gets yesterday tasks for auth user.
Trigger
Polling
Try It
- Key Result
- Key Result Value
  Required
- Checkin Type
Action
Write
- Task Title
  Required
- End Date
- Assignee(s)
- Project
- Key Result
- External Task id
- Is Done?
Action
Write

About ConectoHub

ConectoHub is OKR Integrated Agile Work Management OS to managing your tasks, projects and OKRs.

HelpHelp

Related categories

Team Collaboration

About Zoho CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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