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Dastra + Zoho CRM

Dastra + Zoho CRM

Dastra + Zoho CRM integrations

Attach new module entries in Zoho CRM to subcontractor data processing in Dastra

Activate this Zap so that, when a module entry is created in Zoho CRM, if found by label, the actor is automatically created in Dastra. Then the entry will be automatically attached to an existing data processing (potentially as a subcontractor), letting you avoid tedious manual data entry tasks.

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Attach an Actor to a Data ProcessingAttach an existing actor from your workspace to an exisiting Data Processing
ActionWrite

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More things you can do with Zoho CRM and Dastra

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

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
- Organization
  Required
- Workspace
  Required
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Data Processing
  Required
- Actor
  Required
- Label
- Actor type
  Required
- Recipient Type
Action
Write
- Organization
  Required
- Workspace
  Required
- Organisational unit
  Required
- Demand types
  Required
- Given Name
- Family name
- Email
  Required
- Title
  Required
- Message
- Description
- Complex demand
- Locale
  Required
- Custom User id
- Phone number
- Address
- City
- Zipcode
- Country code
Action
Write
- Organization
  Required
- Workspace
  Required
- Field to search
- Matching name
  Required
- Exact matching
Action
Search
- Organization
  Required
- Workspace
  Required
- Field to search
- Matching name
  Required
- Exact matching
- Actor's name / Company name
  Required
- Immatriculation number
- Website url
- Description
- Address
- City
- Zipcode
- Country code
- Contact name
- Contact Position
- Contact's email
- Contact's phone number
- Internal reference
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
- Organization
  Required
- Workspace
  Required
Trigger
Instant
Try It
- Organization
  Required
- Choose a WorkSpace
  Required
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Actor's name / Company name
  Required
- Immatriculation number
- Website url
- Description
- Address
- City
- Zipcode
- Country code
- Contact name
- Contact Position
- Contact's email
- Contact's phone number
- Internal reference
Action
Write
- Organization
  Required
- Workspace
  Required
- Organizational unit
  Required
- Title of the task
  Required
- Description
- Workflow step
- Priority
- Deadline
- Owner Id
- Assign task to
- Internal reference
Action
Write
- Organization
  Required
- Workspace
  Required
- Data Processing Name
  Required
- Exact matching
- Field to match
Action
Search

About Dastra

Dastra is a simple and guided data protection solution to make your entire organization accountable for risks around personal data. Simplify tasks and make sure they meet compliance standards.

Related categories

Project Management

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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