Flexmail + Zoho CRM

Create or update Flexmail contacts for new or updated Zoho CRM contacts

Effortlessly maintain your contact lists across Zoho CRM and Flexmail with this seamless workflow. Whenever a new or updated contact is detected in Zoho CRM, it creates or updates the corresponding contact in Flexmail, ensuring your mailing lists are always current and organized. Say goodbye to manual transfers and focus on what's important—building connections with your audience.

When this happens...
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.
TriggerScheduled
automatically do this!
Create or Update Contact
Creates or updates a contact
ActionWrite

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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
Contact Created
Triggers when a contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Contact Unsubscribes From Interest
Triggers when a contact unsubscribed from an interest.
Trigger
Instant
Try It
- EmailRequired
- First Name
- Name
- LanguageRequired
- SourceRequired
Action
Write
- EmailRequired
- InterestRequired
Action
Write
- EmailRequired
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
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
Contact Unsubscribed
Triggers when a contact unsubscribed.
Trigger
Instant
Try It
Contact Subscribed to Interest
Triggers when a contact subscribed to an interest.
Trigger
Instant
Try It
Opt-In Confirmation
Triggers when an opt-in gets confirmed.
Trigger
Instant
Try It
- EmailRequired
Action
Write
- EmailRequired
- InterestRequired
Action
Write
- EmailRequired
- First Name
- Name
- LanguageRequired
- SourceRequired
Action
Search or write

About Flexmail

Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.

Help

Related categories

Email Newsletters

About Zoho CRM

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

Help

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By team

Flexmail + Zoho CRM

Create or update Flexmail contacts for new or updated Zoho CRM contacts

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?

Contact Created

Contact Updated

Contact Unsubscribes From Interest

Create or Update Contact

EmailRequired

First Name

Name

LanguageRequired

SourceRequired

Subscribe Contact to Interest

EmailRequired

InterestRequired

Find Contact

EmailRequired

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

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers