DoubleTick + Zoho CRM

DoubleTick + Zoho CRM integrations

Create new Zoho CRM entries from incoming DoubleTick messages

Boost your customer relationship management workflow with this automation that activates once a message is received in the DoubleTick app. It swiftly creates a new module entry in your Zoho CRM, helping you to maintain a record of every client interaction promptly and efficiently. Take advantage of this streamlined process to enhance your customer service experience and maintain a meticulous database, hassle-free.

When this happens...
Message ReceivedTriggers when a new message is received.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with DoubleTick and Zoho CRM

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

Message Received
Triggers when a new message is received.
Trigger
Instant
Try It
- To
  Required
- Media Type
  Required
- Media Url
  Required
- Caption
Action
Write
- To
  Required
- Select Template
  Required
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

Message Status Update
Triggers when a message status is updated.
Trigger
Instant
Try It
- To
  Required
- Text
  Required
- Preview Url
Action
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 DoubleTick

DoubleTick let's you use WhatsApp Business API on mobile.

HelpHelp

Related categories

Communication

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)

Premium

Zoho

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