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Customer.io + Zoho CRM

Create or update people in Customer.io from new or updated contacts in Zoho CRM

Effortlessly keep your contacts in sync between Zoho CRM and Customer.io with this seamless workflow. Whenever there's a new or updated contact in Zoho CRM, it will create or update a person in Customer.io accordingly. This automation ensures that your marketing and sales teams always have the most up-to-date information on your prospects and customers without any manual work.

Effortlessly keep your contacts in sync between Zoho CRM and Customer.io with this seamless workflow. Whenever there's a new or updated contact in Zoho CRM, it will create or update a person in Customer.io accordingly. This automation ensures that your marketing and sales teams always have the most up-to-date information on your prospects and customers without any manual work.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    Customer.ioCustomer.io
    Create or Update a Person

    Creates a new person. If the person already exists, it will be updated.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

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

    Trigger
    Scheduled
    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
    Scheduled
    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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customerio logo

About Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.
Learn moreHelp

Related categories

  • Marketing Automation

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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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