Groove + Zoho CRM Integrations

How to connect Groove + Zoho CRM

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Supported triggers and actions

What does this mean?

Agent Invited
Triggers when an agent is created.
Trigger
Instant
Agent Replied
Triggers when an agent replies to a ticket.
Trigger
Instant
Customer Added
Triggers when a customer is created.
Trigger
Instant
Customer Replied
Triggers when a customer replies to a ticket.
Trigger
Instant
Note Added
Triggers when a note is added to a ticket.
Trigger
Instant

Ticket Assigned
Triggers when a ticket is assigned.
Trigger
Instant
Ticket Closed
Triggers when a ticket is closed.
Trigger
Instant

Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant

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.