Finaeo + Zoho CRM

Finaeo + Zoho CRM integrations

Create new Finaeo contacts for new Zoho CRM contacts

Easily streamline your client management process with this New Contact to Create Contact automation. When a new contact is added in Zoho CRM, it will immediately be created as a contact in Finaeo, keeping both platforms up-to-date and ensuring a consistent client database. Say goodbye to manual data entry and save time while maintaining accuracy across your CRM systems.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Create ContactTriggers when a new contact is created.
ActionWrite

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More things you can do with Zoho CRM and Finaeo

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

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
New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
Action
Search
- First Name
  Required
- Middle Name
- Last Name
  Required
- Maiden Name
- Email
- Team ID
  Required
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 Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Team Contact Note
Triggers when a new contact note is created for your team.
Trigger
Instant
Try It
Updated Team Contact
Triggers when a contact is updated in your team.
Trigger
Instant
Try It
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
Action
Write
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Maiden Name
- Email
Action
Search
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
- Team ID
  Required
Action
Search

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

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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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CRM (Customer Relationship Management)

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