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1. Choose trigger event

2. Choose action

1. Select the event

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Test

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Connected" from Everfit.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

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Zapier seamlessly connects Everfit and Zoho CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Everfit and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

triggers, actions, or triggers and actions

Client Connected
Triggers when a client completes the registration via the invite link
Trigger
Instant
Try It
- Client's ID
  Required
- Studio Program's ID
  Required
Action
Write
- Client's ID
  Required
- Workout Collection's ID
  Required
Action
Write
- Client's ID
  Required
Action
Write
- Program's Instance ID
  Required
Action
Write
- Client's ID
  Required
Action
Write
Get Forum List
Get a list of forums in your workspace.
Action
Write
- Forum's ID
  Required
Action
Write
- Page
  Required
- Limit
  Required
- Client's ID
  Required
Action
Write
- Page
  Required
- Limit
  Required
- Client's ID
  Required
Action
Write
- Client's ID
  Required
Action
Write
- Client's ID
  Required
- Resource Collection's ID
  Required
Action
Write
- Client's ID
  Required
- Workout Collection's ID
  Required
Action
Write
- Email
  Required
Action
Write
- Client's ID
  Required
- Autoflow's ID
  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
- Api_docs_info
- 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

- Client's ID
  Required
- Resource Collection's ID
  Required
Action
Write
- Paricipant's ID
  Required
- Forum's ID
  Required
Action
Write
- Client's ID
  Required
- Starting At
  Required
- Ending On
  Required
- Starting On
  Required
- Program's ID
  Required
Action
Write
- Client's ID
  Required
- Start On
- Start Date
- Autoflow's ID
  Required
Action
Write
- First name
  Required
- Last Name
  Required
- Email
  Required
- Password
  Required
- Trainer Email
Action
Write
- Email
  Required
Action
Write
- Client's ID
  Required
Action
Write
- Resource Collection's ID
  Required
Action
Write
- Page
  Required
- Limit
  Required
Action
Write
Get Program List
Get a list of programs in your workspace.
Action
Write
- First name
  Required
- Last Name
  Required
- Email
  Required
- Send Mail
  Required
- Type
  Required
- Trainer Email
Action
Write
- Client's ID
  Required
- Studio Program's ID
  Required
Action
Write
- Program's Instance ID
  Required
Action
Write
- Client's ID
  Required
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
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

Learn how to automate Zoho CRM on the Zapier blog

About Everfit

Everfit is a personal training management platform that helps to train clients anywhere in the world with the most powerful coaching tools.

Related categories

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)Zoho

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