essensys Operate + Zoho CRM

essensys Operate + Zoho CRM integrations

Create essensys Operate contacts for new or updated Zoho CRM contacts

Effortlessly keep your Zoho CRM and essensys Operate contacts up-to-date with this seamless workflow. Whenever a new or updated contact is detected in Zoho CRM, a corresponding contact will be created in the essensys Operate app. This automation ensures accurate contact information across both platforms, saving you time and reducing manual data entry errors.

When this happens...
New or Updated ContactTriggers 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.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Zoho CRM and essensys Operate

Discover other triggers and actions you can use with Zoho CRM and essensys Operate

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
Updated Account
Triggers when an account is updated.
Trigger
Instant
Try It
Deleted Calendar Event
Triggers when a Calendar Event is deleted.
Trigger
Instant
Try It
Delete Charge Sheet
Triggers when a new charge sheet is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Updated Lead
Triggers when new lead is updated.
Trigger
Instant
Try It
New Opportunity
Triggers when new opportunity is created.
Trigger
Instant
Try It
- Account Name
  Required
- Account Type
  Required
- End Date
- Start Date
  Required
- web Channel
- Primary Source
- Secondary Source
- Client Type
  Required
- Broker
- Broker Contact
- User
- Payment Type
- Rental Payment Type
- Standard Payment Term
- Rental Payment Term
- Meeting Package
- Location
- Lead Source
- Industry
- Group Account
- Campaign
- Agent Type
- Addressline1
- Addressline2
- Addressline3
- Country
- County
- Email
- Postcode
- Mobile No
- Sic Code
- City
- Website
- VAT No
- Phone No
- Charge VAT
- Email Invoice
- Include BFWD
- Show Call Details
- Include Itemised Bill
- Include Statement
- LeadDADI Agent
- On Account
- Online Bill
- Print Invoice
- Account Alias
- Accounts Code
- Bank Account Name
- Bank Account Number
- Bank Code
- Bill Day
- Agent Email
- Agent Reference
- Call Logger Code
- Company No
- Contact
- Copier Code
- Credit Limit
- DD Reference
- Ddi
- Department Number
- Door Number
- Fax Number
- First Name
- Forward Address Country
- Forward Address County
- Forward Address Fax
- Forward Address First Name
- Forward Address Last Name
- Forward Address Line 1
- Forward Address Line 2
- Forward Address Line 3
- Forward Address Post Code
- Forward Address Telephone
- Forward Address Town
- Free Text
- Invoice BCC Address
- Invoice Cc Address
- Invoice Email Address
- Last Name
- Bank Name
- Shopper Reference
- Override Discount (%)
- Payment Token
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Post Code
- Registered Telephone
- Registered Address Town
- Registered Fax
Action
Write
- First Name
  Required
- Last Name
  Required
- Mobile Phone
  Required
- Owner
- Account
- Optout
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax No
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
Action
Write
- Name
  Required
- HubSpot Deal ID
- Lead Source
  Required
- Close Date
  Required
- Location
  Required
- Account
  Required
- Contact Name
  Required
- Stage
  Required
- Salesperson
- Client Type
- Broker
- Broker Contact
- Overturned Broker
- Overturned Broker Contact
- User
- Region
- Lost Reason
- Opportunity Type
- Lead Type
- Campaign
- Contract Type
- Agreement Signed
- Broker Updated
- Forecast
- LeadDADI Lead
- Tour Arranged
- Viewed
- Web to Lead
- Won
- Won Notification Sent
- Check in Date
- Lost Date
- Dead Date
- End Date
- Enquiry Date
- Start Date
- Amount
- Agent Fee
- Agent Email
- Agent Reference
- Broker Status
- Budget
- Term Months
- Expansion Value
- Favorite Food
- Location Required
- Other Needs
- Overturned Agent Email
- Overturned Agent Reference
- Parking Spaces
- Rate
- Size
- Term Days
- Test Opp Wf
- Timing
- Workstations
Action
Write
- Status
  Required
- Priority
  Required
- Subject
  Required
- Account Name
  Required
- Location
  Required
- Contact
  Required
- Start Date/Time
  Required
- Type
  Required
- Assigned To
- Record Type
- Opportunity Name
- Lead Name
- Comments
- Created By
- Creation Date
- Due Date/Time
- Email Address
- End Date
- End Date Time
- End Time
- Is Lead
- Mobile/Cell
- Related To
- Reminder
- Reminder Minutes
- Send Confirmation
- Send to Outlook
- Start Date
- Start Time
- Uid
- Update Date
- Updated By
Action
Write
- Id
  Required
- Name
- Lead Source
- Close Date
- Location
- Account
- Contact Name
- Stage
- Salesperson
- Client Type
- Broker
- Broker Contact
- Overturned Broker
- Overturned Broker Contact
- User
- Region
- Lost Reason
- Opportunity Type
- Lead Type
- Campaign
- Contract Type
- Agreement Signed
- Broker Updated
- Forecast
- LeadDADI Lead
- Tour Arranged
- Viewed
- Web to Lead
- Won
- Won Notification Sent
- Check in Date
- Lost Date
- Dead Date
- End Date
- Enquiry Date
- Start Date
- Amount
- Agent Fee
- Agent Email
- Agent Reference
- Broker Status
- Budget
- Term Months
- Expansion Value
- Favorite Food
- Location Required
- Other Needs
- Overturned Agent Email
- Overturned Agent Reference
- Parking Spaces
- Rate
- Size
- Term Days
- Test Opp Wf
- Timing
- Workstations
Action
Write
- Email
- Opportunity ID
Action
Search

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
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
Try It
New Charge Sheet
Triggers when a new charge sheet is created.
Trigger
Instant
Try It
Update Charge Sheet
Triggers when a new charge sheet is updated.
Trigger
Instant
Try It
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Lead
Triggers when new lead is created.
Trigger
Instant
Try It
New Licence
Triggers when a new licence is created.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
- Tax
  Required
- Product
  Required
- Account Name
  Required
- Date From
  Required
- Quantity
  Required
- Date To
  Required
- Unit Price
  Required
- Reference Text
Action
Write
- Lead Name
  Required
- web Channel
- Primary Source
- Secondary Source (New)
- Secondary Source
- Lead Channel
- Email
  Required
- Location
- Broker
- Broker Contact
- User
- Region
- Lead Type
- Lead Source
- Industry
- Dead Reason
- Client Type
- Broker Updated
- Check to Receive Marketing Up
- Lead Converted
- Multi Day Booking
- LeadDADI Lead
- Tour Arranged
- Tour Reminder Sent
- Tour Requested
- Web to Lead
- Lead Converted Date
- Dead Date
- Enquiry Date
- Event End Date
- Event Start Date
- Second Event End Date
- Second Event Start Date
- Agent Email
- Agent Reference
- Lead Status
- Budget
- County
- Event Name
- Fax No
- Floor
- I Am Interested In
- Lead Status Id
- Location Required
- Mobile No
- No of Attendees
- Number of People
- 2 of Your Favourite Pastimes
- Postcode
- Quality of Space
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Postcode
- Registered Address Town
- Size
- Space Type
- Phone No
- Term
- Test Lead WF
- Time Line
- Timing
- Town
- Website
- Win Chance
- Comments
- Start Date
- Last Name
- First Name
- Country
- Address Line 1
- Address Line 2
- Campaign
- Address Line 3
Action
Write
- Location
  Required
- Tax
  Required
- Product Group
  Required
- Product Name
  Required
- Unit Price
  Required
- Available At
  Required
- Start Date
  Required
- Cost Type
  Required
- Location Name
- Catering
- Created By
- Actual Workstations
- Creation Date
- Currency Occupier
- Current Price
- Facility
- Markup Type
- Office and Occupier
- Product Group Name
- Show in Calendar
- Tax Rate
- Update Date
- Updated By
- Frequency
- Retainer Tax
- Retainer Product
- Record Type
- Office Type
- Office Status
- Meeting Room Type
- Allow Zero Invoice
- Mandatory Square Foot Calculated
- Allow Zero Price on Invoices
- Can Book on Website
- Mandatory to Virtual Clients
- Clearance Time
- Cost Centre
- Department Number
- Description
- Desk
- Discontinued
- Hide From Invoices
- End Date
- Extract Cost From Call Logger
- Floor
- Revacc No
- Discrevacc No
- Defacc No
- Gove Code
- Hide From Point of Sale
- Dedube Imported Products
- Include Reservation Discounts
- Included in Commissions
- Item ID
- Published
- Mandatory Charge
- Markup
- Meeting Room
- Metered Charge
- Minimum Price
- Number of People
- Notes
- Time Based Plan Hours
- Office
- Office Size
- Online Alias
- Mandatory Charge Percent of All
- Mandatory Percent of Rent
- Ports
- Pricing Day Ext
- Pricing Day Highest Qualifier
- Pricing Day Int
- Pricing Day Lowest Qualifier
- Pricing Day Mins
- Pricing Half Day Ext
- Pricing Half Day Highest Qual
- Pricing Half Day Int
- Pricing Half Day Lowest Qual
- Pricing Half Day Mins
- Pricing Hourly Ext
- Pricing Hourly Highest Qualifier
- Pricing Hourly Int
- Pricing Hourly Lowest Qual
- Pricing Hourly Mins
- Can Be Bundled
- Product Cannot Be Discounted
- Product Cost
- Quality of Space
- Service
- Reference Text
- Retainer
- Service Charge Item
- SMS Item
- Time Based Plan
- Can Edit Mandatory Charge
- Virtual Service
- Withholding Tax
- Workstations
- Complimentary Items
- Mandatory Charge Type
- Related Space
- Styles
Action
Write
- Id
  Required
- Optout
- First Name
- Last Name
- Mobile Phone
- Owner
- Account
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax No
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
Action
Write
- Email
Action
Search

About essensys Operate

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.

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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.

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