HirePOS + Zoho CRM

Create leads in HirePOS from new or updated contacts in Zoho CRM

Effortlessly manage your new or updated contacts in Zoho CRM and create leads in HirePOS with this seamless integration. This workflow detects any new or updated contacts in Zoho CRM and transfers the relevant information to HirePOS, ensuring a smooth lead generation process. Save time and improve efficiency by streamlining your sales pipeline and simplifying your contact management.

When this happens...
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.
TriggerPolling
automatically do this!
Create Lead
Creates a new CRM Lead in HirePOS
ActionWrite

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Supported triggers and actions

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
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- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
New Booking
Triggers when a Booking record in HirePOS is created.
Trigger
Instant
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New Quote
Triggers when a Quote record in HirePOS is created.
Trigger
Instant
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New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Trigger
Instant
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New or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Trigger
Instant
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- Company
- First Name
- Last Name
- Code
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Referral Source
- Notes
Action
Write
- Booking DateRequired
- Booked From
- Booked To
- Event Date
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Delivery Address Line 1
- Delivery Address Line 2
- Delivery City
- Delivery State
- Delivery Postcode
- Delivery Contact Name
- Delivery Phone 1
- Delivery Required
- Pickup Required
- Delivery Docket Message
- Branch Code
- Reference
- Invoice Category Name
- Message
- Comments
- CodeRequired
- Quantity
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Trigger
Instant
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New Item
Triggers when an Item in HirePOS is created via Setup > Items.
Trigger
Instant
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Updated Booking
Triggers when a Booking in HirePOS is updated.
Trigger
Instant
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New or Updated Invoice
Triggers when an Invoice in HirePOS is created or updated.
Trigger
Instant
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Updated Quote
Triggers when a Quote in HirePOS is updated.
Trigger
Instant
Try It
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Notes
Action
Write
- StatusRequired
- ProviderRequired
- ReferenceRequired
Action
Write