Greetly + Zoho CRM

Greetly + Zoho CRM integrations

Create contacts in Zoho CRM for new check-ins with Greetly

If you need to keep track of all your visitors, having all their information across your system as quickly as possible is important. This integration can help. After being turned on, whenever there's a new check in via Greetly, we'll take the information and add a contact for them on Zoho CRM, so you don't have to.

When this happens...
New Check InTriggers when there is a new check in.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Greetly and Zoho CRM

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

New Check In
Triggers when there is a new check in.
Trigger
Instant
Try It
- Host
- Email
  Required
- First Name
- Last Name
- Custom Visitor Info
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company
- Phone for Text Notifications
- Phone for Voice Notifications
- IM Handle
- Notification by SMS
- Notification by Voice
- Notification by Email
- Notification by IM
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Primary Phone
- Secondary Phone
- IM Handle
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

New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Date of Visit
  Required
- Start Time
  Required
- End Time
  Required
- Host
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Email
  Required
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
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

About Greetly

Greetly is a digital receptionist app that greets visitors to your workplace.

HelpHelp

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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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Add contacts in Zoho CRM when visitors check in with Greetly

Generate leads in Zoho CRM when visitors check in with Greetly