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Dante Systems + Zoho CRM

Dante Systems + Zoho CRM

Dante Systems + Zoho CRM integrations

Create or update Zoho CRM entries when new bookings are created in Dante Systems

Ease your customer management process with this efficient workflow. When a new booking is made in the Dante Systems app, instantly create or update a module entry in Zoho CRM. This not only saves time but also maintains an updated customer database in your CRM system, ensuring you have the most recent information at your fingertips. Maximize productivity and stay organized with this simple yet effective automation.

When this happens...
Booking CreatedTriggers when a new booking is created.
TriggerPolling
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Dante Systems and Zoho CRM

Discover other triggers and actions you can use with Dante Systems and Zoho CRM

- Fields
- Custom Filters
Trigger
Polling
Try It
- Fields
- Custom Filters
Trigger
Polling
Try It
- Selected Fields
- Show Online
- Custom Filters
Trigger
Polling
Try It
- Fields
- Coordinator
- Custom Filters
Trigger
Polling
Try It
- Fields
- Master Only
- Custom Filters
- Show Online
Trigger
Polling
Try It

- Fields
- Master Only
- Custom Filters
Trigger
Polling
Try It
- Import ID
- Company Type
  Required
Action
Write

- Course ID
  Required
- Date(s)
  Required
- Start Time(s)
- End Time(s)
- Resource ID(s)
- Resource Type(s)
Action
Write
- Company ID
  Required
- Get By Import ID
Action
Write
- Schedule ID
  Required
- Get By Import ID
Action
Write
- Booking ID
- Booking Reference
- Invoice Number
- Selected Fields
- Custom Filters
Action
Search
- Course Name
- Course Reference
- Import ID
- Selected Fields
- Custom Filters
Action
Search
- Schedule ID
- Schedule Reference
- Import ID
- Selected Fields
- Custom Filters
Action
Search
- Company Name
- Company Reference
- Import ID
- Selected Fields
- Custom Filters
- Import ID
- Company Type
  Required
Action
Search or write
- Schedule ID
- Schedule Reference
- Import ID
- Selected Fields
- Custom Filters
- Course ID
  Required
- Date(s)
  Required
- Start Time(s)
- End Time(s)
- Resource ID(s)
- Resource Type(s)
Action
Search or 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

- Fields
- Custom Filters
Trigger
Polling
Try It
- Fields
- Custom Filters
Trigger
Polling
Try It
- Selected Fields
- Custom Filters
- Show Online
Trigger
Polling
Try It
- Fields
- Coordinator
- Custom Filters
Trigger
Polling
Try It
- Fields
- Custom Filters
- Master Only
Trigger
Polling
Try It
- Fields
- Custom Filters
- Master Only
- Show Online
Trigger
Polling
Try It
- Import ID
Action
Write
- Booking ID
  Required
- Get By Import ID
Action
Write
- Delegate ID
  Required
- Get By Import ID
Action
Write
- Schedule Delegate ID
  Required
- Get By Import ID
Action
Write
- Company Name
- Company Reference
- Import ID
- Selected Fields
- Custom Filters
Action
Search
- First Name
- Surname
- Email
- Import ID
- Selected Fields
- Custom Filters
Action
Search
- Help
- Schedule Delegate ID
- Schedule Delegate Reference
- Delegate ID
- Delegate Reference
- Delegate Email
- Delegate First Name
- Delegate Surname
- Schedule ID
- Schedule Reference
- Selected Fields
- Custom Filters
Action
Search
- First Name
- Surname
- Email
- Import ID
- Selected Fields
- Custom Filters
- Import ID
Action
Search or 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
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

About Dante Systems

Training Management Software to centralise training operations and optimise administration time

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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

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CRM (Customer Relationship Management)

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