Create integrations between Halo Service Solutions and Zoho CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Halo Service Solutions and Zoho CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
DescriptionRequired
Customer
Site
End User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Top Level
Important Customer
Site Name
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
Email AddressRequired
Ticket TypeRequired
Summary
Details
Priority
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.
Try It
DescriptionRequired
Customer
Site
End-User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Customer NameRequired
Main SiteRequired
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
NameRequired
Customer NameRequired
Site NameRequired
Email Address
Network Login
Work Phone Number
Mobile Phone Number
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.
Try It