HeyReach + Zoho CRM

HeyReach + Zoho CRM integrations

Manage updated HeyReach replies by creating or updating Zoho CRM module entries

Easily manage your customer relationships whenever a new message reply is received in HeyReach. This workflow instantly creates or updates a module entry in Zoho CRM, ensuring that you always have the most current information and can promptly respond to your customers' needs. This powerful pairing saves you time and increases efficiency in your customer response operations.

When this happens...
Message Reply ReceivedTriggers when a prospect replies to a message.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with HeyReach and Zoho CRM

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

Campaign Completed
Triggers when a campaign finishes.
Trigger
Instant
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Connection Request Sent
Triggers when you send a connection request.
Trigger
Instant
Try It
InMail Reply Received
Triggers when a prospect replies to an InMail message.
Trigger
Instant
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Liked Post
Triggers when a post is liked.
Trigger
Instant
Try It
Message Sent
Triggers when a message is sent from a campaign.
Trigger
Instant
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Viewed Profile
Triggers when a profile is viewed.
Trigger
Instant
Try It
- List
  Required
- Lead LinkedIn URL
  Required
- First Name
  Required
- Last Name
  Required
- Lead Email
- Company
- Headline
- Position
- About
- Custom Fields
Action
Write

- List
  Required
- Lead Id
  Required
Action
Write
- Campaign
  Required
Action
Write
- Campaign
  Required
- Lead Member Id
- Lead URL
Action
Write
- Lead Linked In URL
- Lead Email
- Lead LinkedIn Id
- Offset
- Limit
Action
Search
- List
  Required
- Keyword
- Offset
- Limit
Action
Search
- LinkedIn Senders
- Campaigns
- Keyword
- Message Seen
- LinkedIn Lead Id
- Lead Profile URL
- Offset
- Limit
Action
Search
- List
  Required
- Keyword
- LinkedIn Lead Id
- Lead Profile URL
- Offset
- Limit
Action
Search
- Keyword
- Offset
- Limit
Action
Search
- List Id
  Required
Action
Search
- Sender Id
  Required
Action
Search
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

Connection Request Accepted
Triggers when a connection request you have sent is accepted.
Trigger
Instant
Try It
Follow Sent
Triggers when a prospect is followed from a campaign.
Trigger
Instant
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InMail Sent
Triggers when an InMail is sent from a campaign.
Trigger
Instant
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Message Reply Received
Triggers when a prospect replies to a message.
Trigger
Instant
Try It
Prospect Tag Updated
Triggers when a prospect's tag is updated.
Trigger
Instant
Try It
- Campaign
  Required
- LinkedIn Sender
- LinkedIn Profile URL
- First Name
- Last Name
- Email Address
- Company
- Custom Fields
Action
Write
- List Name
  Required
- List Type
Action
Write
- Campaign
  Required
Action
Write
- Sender Profile
  Required
- Conversation ID
  Required
- Message
  Required
- Subject
Action
Write
- Keyword
- Status
- LinkedIn Senders
- Limit
- Offset
Action
Search
- Campaign Id
  Required
Action
Search
- LinkedIn Sender Id
  Required
- Conversation ID
  Required
Action
Search
- Campaign
  Required
- Time From
- Time To
- Offset
- Limit
Action
Search
- Lead LinkedIn URL
  Required
Action
Search
- Keyword
- Campaigns
- List Type
  Required
- Offset
- Limit
Action
Search
- Linkedin Senders
- Campaigns
- Start Date
- End Date
Action
Search
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 HeyReach

HeyReach is a multi-account outreach platform for teams and agencies. Connect with new customers, talents, or leads in no-time

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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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