Facebook Offline Conversions + Zoho CRM

Send new Zoho CRM modules as offline events in Facebook Offline Conversions

When a new module entry is added in Zoho CRM, this workflow swiftly sends an offline event to Facebook Offline Conversions. It simplifies your process, keeping your Facebook ads in sync with your CRM and enhancing your ad targeting strategy based on latest customer interactions. This ensures your ads are always relevant and your marketing efforts remain effective.

When this happens...
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Send Offline Event
Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Facebook campaigns to offline activity and business impact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

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
Scheduled
Try It
- ModuleRequired
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- Business AccountRequired
- Event SetRequired
- Event Time
- Email
- Phone
- First Name
- Last Name
- City
- U.S. State or Canadian Province
- Country
- Zip Code
- Gender
- Date of Birth (MM/DD/YYYY)
- Event Name
- Content Type
- Value
- Currency
- Lead ID
- Order ID
- Item Number
- Custom Data
- Event Status
- Data Processing Options
- Data Processing Options Country
- Data Processing Options State
- Security Disclaimer
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
Scheduled
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

About Facebook Offline Conversions

With offline conversion measurement on Facebook, you can track when events occur in your physical retail store and other offline channels (ex: email marketing and CRM apps) after people see or engage with your Facebook ad. .

Help

Related categories

Ads & Conversion

About Zoho CRM

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

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Facebook Offline Conversions + Zoho CRM

Send new Zoho CRM modules as offline events in Facebook Offline Conversions

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Send Offline Event

Business AccountRequired

Event SetRequired

Event Time

Email

Phone

First Name

Last Name

City

U.S. State or Canadian Province

Country

Zip Code

Gender

Date of Birth (MM/DD/YYYY)

Event Name

Content Type

Value

Currency

Lead ID

Order ID

Item Number

Custom Data

Event Status

Data Processing Options

Data Processing Options Country

Data Processing Options State

Security Disclaimer

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired