Gamma + Zoho CRM

Gamma + Zoho CRM integrations

Generate Gamma presentations from template for updated Zoho CRM entries

Create tailored presentations whenever your CRM data changes. This Zap triggers when a Zoho CRM module entry is updated, then generates a Gamma presentation from your template with the latest information. Ideal for producing account summaries, quarterly business reviews, or sales forecasts without manual updates.

When this happens...
Updated Module EntryTriggers instantaneously when a module entry is updated
TriggerInstant
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Create From TemplateGenerate new content based on an existing Gamma template (BETA)
ActionWrite

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More things you can do with Zoho CRM and Gamma

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

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
- Input Text
  Required
- Text Mode
  Required
- Format
- Theme
- Number of Cards
- Card Split Method
- Additional Instructions
- Export As
- Text Amount
- Text Tone
- Text Audience
- Output Language
- Image Source
- AI Image Model
- AI Image Style
- Card Dimensions
- Header/Footer Mode
- Folders
- Workspace Access
- External Access
- Email Recipients
- Email Recipients Access Level
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
- Template Gamma ID
  Required
- Prompt
  Required
- Theme (Override)
- Export As
- Folders
- AI Image Model (Override)
- AI Image Style (Override)
- Workspace Access
- External Access
- Email Recipients
- Email Recipients Access Level
Action
Write
- Generation ID
  Required
Action
Search

About Gamma

Gamma is an AI-powered design partner that helps create professional-looking presentations, documents, and social posts.

Learn moreLearn moreHelpHelp

Related categories

AI Content Generation

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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