How to connect Groove + Zoho CRM
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- Agent InvitedTriggers when an agent is created.Trigger
- Agent RepliedTriggers when an agent replies to a ticket.Trigger
- Customer AddedTriggers when a customer is created.Trigger
- Customer RepliedTriggers when a customer replies to a ticket.Trigger
- Note AddedTriggers when a note is added to a ticket.Trigger
- Ticket AssignedTriggers when a ticket is assigned.Trigger
- Ticket ClosedTriggers when a ticket is closed.Trigger
- Ticket DeletedTriggers when a ticket is deleted.Trigger
- Groove
Triggers when a ticket is moved to a different mailbox.
Instant
Trigger
- Groove
Triggers when a ticket is opened.
Instant
Trigger
- Groove
Triggers when a ticket's priority is changed.
Instant
Trigger
- Groove
Triggers when a new ticket is created.
Instant
Trigger
- Groove
Triggers when a ticket's state is changed.
Instant
Trigger
- Groove
Triggers when a ticket is tagged.
Instant
Trigger
- Groove
Adds a private note to an existing ticket.
Scheduled
Action
- Groove
Assigns an agent to a ticket.
Scheduled
Action
- Groove
Changes the state of a ticket to "closed".
Scheduled
Action
- Groove
Starts a new ticket for your customer.
Scheduled
Action
- Groove
Changes the state of a ticket to "opened".
Scheduled
Action
- Groove
Changes the state of a ticket, e.g. from "opened" to "closed".
Scheduled
Action
- Zoho CRM
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.
Scheduled
Trigger
- Zoho CRM
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.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
- Zoho CRM
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.
Scheduled
Trigger
- Zoho CRM
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.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
How Groove + Zoho CRM Integrations Work
- Step 1: Authenticate Groove and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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