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Zapier makes it easy to integrate EDS with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Load" from EDS.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects EDS and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Load
Triggers when a new load is created and Push to Zapier button is clicked.
Try ItTriggerInstant - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- 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.
Try ItTriggerPolling
- Street AddressRequired
- Zip CodeRequired
- Home Square Footage
- Number of Residents
- Altitude of homeRequired
- Average Ceiling Height
- Attic/Ceiling Square Feet
- Wall Square Feet
- Glass U-Value
- Wall R-Value
- Floor R-Value
- Attic/Ceiling R-Value
- Perimeter Insulation R-Value
- Floor Over Unconditioned Space R-Value
- Glass Solar Heat Gain Factor (SHGF)
- Floor Over Unconditioned Basement SQFT
- Floor Over Unconditioned Space SQFT
- Temperature of Unconditioned Space
- Linear Feet of Slab Perimeter
- % Conditioned Basement Wall Below Grade
- Conditioned Basement SQFT
- Conditioned Basement Walls R-Value
- Duct Loss % (Heating)
- Duct Gain % (Cooling)
- Cooling Infiltration Rate (ENIR @ ACH50)
- Heating Infiltration Rate (ENIR @ ACH50)
- Winter Ventilation (CFM)
- Summer Ventilation (CFM)
- SQFT Windows Worst Case
- SQFT Windows Left
- SQFT Windows Right
- SQFT Windows Opposite
- Window Shading %
- Glass DirectionRequired
- Summer Indoor Design Temperature (°F)
- Summer Outdoor Design Temperature
- Winter Indoor Design Temperature (°F)
- Winter Outdoor Design Temperature (°F)
- Grains of Moisture Difference %
- Customer NameRequired
- Customer EmailRequired
- Customer Phone Number
ActionWrite- 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.
Try ItTriggerPolling - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
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