Fellow + Zoho CRM

Fellow + Zoho CRM integrations

Create action items in Fellow for new contacts in Zoho CRM

Effortlessly keep your Zoho CRM contacts and Fellow action items in sync with this seamless workflow. Whenever you add a new contact in Zoho CRM, an action item will be created in Fellow, helping you maintain a clear and organized task list for your team. Stay on top of your contacts and never miss an important task again with this streamlined process.

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TriggerPolling
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ActionWrite

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More things you can do with Zoho CRM and Fellow

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

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
AI Note Shared to Channel
Triggers when an AI Note is shared to a channel, either manually or automatically
Trigger
Instant
Try It
New AI Note
Triggers every time an AI Note is generated or re-generated, including uploads
Trigger
Instant
Try It
- Search Field
  Required
- Search Value
  Required
Action
Write
- Note 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
- 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
Action Item Completed
Triggers when an action item is completed.
Trigger
Instant
Try It
Action Item Assigned to Me
Triggers when an action item is assigned to you.
Trigger
Instant
Try It
Note Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Trigger
Instant
Try It
- Stream ID
  Required
- Talking Point Text
  Required
- Talking Point Status
Action
Write

About Fellow

Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade security.

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Related categories

AI Meeting Assistants

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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Related Zap Templates

Create Fellow action items for new or updated Zoho CRM contacts

Related Zap Templates

Create Fellow action items for new or updated Zoho CRM contacts