Donorbox + Zoho CRM

Donorbox + Zoho CRM integrations

Create new Zoho CRM module entries from new or updated Donorbox donations

Maintain accurate and updated philanthropic records with a streamlined workflow between Donorbox and Zoho CRM. With this setup, each time a new or updated donation is registered in Donorbox, the corresponding information is added to Zoho CRM. This not only enhances consistency in fundraising records but also boosts operational efficiency, leaving more room for strategic initiatives.

When this happens...
New or Updated DonationAdd a new donation. Can be used to update an existing donation too.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Donorbox and Zoho CRM

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

New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Trigger
Instant
Try It
New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Trigger
Instant
Try It
New or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
Trigger
Instant
Try It
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

New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Trigger
Instant
Try It
New or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Trigger
Instant
Try It
New or Updated Ticket
Add a new ticket. Can be used to update an existing ticket too.
Trigger
Instant
Try It
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

About Donorbox

Donorbox is a powerful fundraising platform powering 50000+ organizations, it is simple to setup and attracts more recurring donors.

Learn moreLearn moreHelpHelp

Related categories

Fundraising

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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Zoho

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