FunnelCockpit + Zoho CRM

Create Zoho CRM module entries from new FunnelCockpit email contacts

"Streamline your customer management with this efficient workflow. As soon as you establish a new email contact in FunnelCockpit, this automation updates your Zoho CRM with the contact details. A unified system for contact management is now at your fingertips, enhancing the potential for more effective client interactions and engagements."

When this happens...
New Email Contact
Triggers when a new email contact is created.
TriggerScheduled
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

- CRMRequired
Trigger
Scheduled
Try It
- FormRequired
Trigger
Instant
Try It
- WebinarRequired
Trigger
Scheduled
Try It
- EmailRequired
- First Name
- Last Name
- Email TagRequired
- Company
- Phone
- Zip code
- City
- Country
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- Date Count
- Max. 1 Date for next full hour
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

- Email Tag
Trigger
Scheduled
Try It
- SurveyRequired
Trigger
Scheduled
Try It
- CRMRequired
- EmailRequired
- Phone number
- First name
- Last name
- Company
- Zip code
- City
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- EmailRequired
- Start dateRequired
Action
Write
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

About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.

Learn more

Related categories

Contact Management

About Zoho CRM

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

Help

Related categories

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

FunnelCockpit + Zoho CRM

Create Zoho CRM module entries from new FunnelCockpit email contacts

New CRM Contact

New Form Submission

FormRequired

New Webinar Viewer

WebinarRequired

Create or Update Email Contact

EmailRequired

First Name

Last Name

Email TagRequired

Company

Phone

Zip code

City

Country

UTM campaign

UTM medium

UTM source

UTM term

UTM content

Digistore24 Affiliate ID

Get Webinar Dates

WebinarRequired

Date Count

Max. 1 Date for next full hour

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

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

New Email Contact

Email Tag

New Survey Result

SurveyRequired

Create or Update CRM Contact

CRMRequired

EmailRequired

Phone number

First name

Last name

Company

Zip code

City