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Set up your first integration
Quickly connect Flodesk to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Flodesk with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Subscriber Added to Segment" from Flodesk.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Flodesk and Zoho CRM, automating your workflow.
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.
- SegmentRequired
Try ItTriggerInstant- Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Try ItTriggerInstant - EmailRequired
- WorkflowRequired
ActionWrite- EmailRequired
- SegmentRequired
ActionWrite
- Subscriber Created
Triggers when a new subscriber is created.
Try ItTriggerInstant - EmailRequired
- SegmentRequired
ActionWrite- SegmentRequired
- EmailRequired
- First Name
- Last Name
- Double opt-in
ActionWrite- EmailRequired
- WorkflowRequired
ActionWrite
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Practical ways you can use Flodesk and Zoho CRM
Sync new Flodesk subscribers with Zoho CRM
When a new subscriber is added in Flodesk, Zapier automatically creates or updates the contact in Zoho CRM. This keeps your email marketing and CRM data aligned, ensuring you have up-to-date contact information across platforms to improve targeting and customer management.
Business OwnerUnsubscribe Zoho CRM contacts from Flodesk
When a contact unsubscribes in Zoho CRM, Zapier ensures they're also unsubscribed in Flodesk. This automation keeps sensitive customer preferences consistent across platforms, reducing compliance risks and preventing unwanted communications.
ITAdd Zoho CRM leads to Flodesk workflows
When a new lead is added in Zoho CRM, Zapier automatically enrolls them in a Flodesk email workflow. This helps marketing teams ensure that prospects receive nurturing emails immediately without manual intervention, improving lead engagement rates and reducing time spent on repetitive tasks.
Marketing & Marketing OpsLearn how to automate Flodesk on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Flodesk + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Flodesk and Zoho CRM
How do I connect Flodesk to Zoho CRM?
To connect Flodesk to Zoho CRM, you will need to use our integration platform. First, log in to your Flodesk and Zoho CRM accounts. Navigate to the integrations section in our platform, select Zoho CRM as the app you want to connect to Flodesk, and follow the on-screen instructions to complete the authentication process.
Can I add new Zoho CRM contacts automatically when someone subscribes on Flodesk?
Yes, you can set up a workflow that triggers whenever there is a new subscription in Flodesk. This trigger will create a new contact in Zoho CRM automatically.
Is it possible to update existing Zoho CRM records when someone interacts with a Flodesk email?
Absolutely! You can set a trigger for specific interactions such as opening an email or clicking on a link. When such an event occurs in Flodesk, it can automatically update the corresponding record in Zoho CRM with the latest interaction details.
Can I map custom fields between Flodesk and Zoho CRM?
Yes, you can map custom fields between both platforms. During the integration setup process, you’ll see an option to map fields from your Flodesk forms or emails directly to custom fields in your Zoho CRM records.
What types of triggers are available for this integration?
The integration supports several triggers including when a new subscriber is added in Flodesk, when an email is opened or clicked in Flodesk, and when a purchase is made via a form. These triggers allow actions such as creating or updating records in Zoho CRM.
How often do we sync data between Flodesk and Zoho CRM?
Data sync frequency can be customized based on your needs. You may set it up for real-time syncing or scheduled syncing at regular intervals such as hourly or daily.
Are there any prerequisites for integrating Flodesk with Zoho CRM?
To integrate Flodesk with Zoho CRM, ensure that you have admin access to both accounts. Additionally, ensure that API access is enabled for both platforms if required during the setup process.