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idloom + Zoho CRM

idloom + Zoho CRM

idloom + Zoho CRM integrations

Get new guests from idloom-events and create or update module entries in Zoho CRM

As soon as a new guest joins through idloom-events, this system promptly updates Zoho CRM to maintain up-to-date records. It ensures seamless lead management and engagement strategies by recording every idloom-events participant in the Zoho CRM. This process reduces the need for manual data entry, increasing efficiency in your task management.

When this happens...
New AttendeePolls your event regularly to find new attendee registrations.
TriggerPolling
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with idloom and Zoho CRM

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

- Instant Event Trigger
  Required
- Allowed events
- Custom manual action name
Trigger
Instant
Try It
- Event UID
  Required
Trigger
Polling
Try It
- Instant Event Trigger
  Required
- Allowed events
- Custom manual action name
Trigger
Instant
Try It
- Event UID
  Required
Trigger
Polling
Try It
- Event UID
  Required
Trigger
Polling
Try It

- Event UID
  Required
- Last invoice number Retrieved
- Invoice Number Prefix
- Sort by
- Sort order
Trigger
Polling
Try It
- Attendee's UID
  Required
- Date from
- Type of transaction
Trigger
Polling
Try It

- Event uid
  Required
- Guest uid
  Required
- Type
- Timestamp
Action
Write
- Event uid
  Required
- Status
- Event Name
- Alias
- Event URL
- Organiser
- Is Date Unknown?
- Start Date
- End Date
- Is All Day Event?
- has Registering period?
- Registration start date
- Registration end date
- Enable "Notify Me" Feature?
- Locale
- location Type
- Location name
- Street name
- Street Number
- Box
- Post code
- City
- State
- Country
- Latitude
- Longitude
- Timezone
- Is Event Free?
- Currency
- is First steps inverted?
- Skip step 2?
- Skip step 3?
- Skip step 4?
- Display title on image?
- Description
- Display share?
- Hide Event Address?
- Map Zoom Level
- Registration instructions
- Tickets instructions
- Hotels instructions
- Check-out instructions
- Show QR code on the confirmation page?
- Display "Print your ticket" button on the confirmation page?
- Display "Print summary" button on the confirmation page?
- Display “Go to the Attendee Hub” button on the confirmation page?
- Send confirmation email automatically?
- Send confirmation email to accompanying person?
- Be in BCC of automatic emails?
- BCC email address
- Override profile "Reply-to" email address
- Display cover image in email?
- Display full attendee's detail in email?
- Display event location in email?
- Display “Go to the Attendee Hub” button in email?
- Include "Print Ticket" Button in Email?
- Display QR code in email?
- is Private?
- is Domain redirection disabled?
- Meta Title
- Meta Description
- Use specific content?
- Social media Title
- Social media Description
- Attendee Hub & App Description
- Force email uniqueness?
- Activate captcha?
- Allow attendees to resend themselves the confirmation email?
- Allow attendees to modify their registration?
- Allow ticket downgrades?
- Allow attendees to cancel their registration?
- Allow registrants to notify that they will not attend?
- Activate restricted registration?
- Pop-up text for restricted registration
- Make the restricted code mandatory?
- Use the same restricted code for all registrants?
- Restricted code
- Hide the event category?
- Categories title
- Activate stock management?
- Sold-out label
- Display remaining quantities when sold percentage reached
- Hide sold-out items?
- Activate waiting list for sold-out options?
- Use global quantity for all categories?
- Global quantity for all categories
- Options title
- Display filter by location for options?
- Activate early bird prices for categories and/or options?
- Allow registrants to select several of the same item?
- Allow several consecutive registrations by the same attendee?
- Activate specific dates for categories and options?
- Create a QR code for categories and/or options?
- Automatically generate invoice upon registration?
- Generate and attach invoice to confirmation email?
- Allow invoice updates?
- Display generated invoices and credit notes on the Attendee Hub?
- If invoicing address different from company address, display both on invoice?
- Generate Belgian SEPA structured communication?
- Activate CodaBox integration?
- Attach receipt to confirmation email?
- Display receipts in the Attendee Hub?
- Activate Tax/VAT.?
- Tax/VAT Label
- Is Tax/VAT Included?
Action
Write
- Attendee uid
- event uid
  Required
- Updated After Date
- Ignore Fields Mapping?
- Sort by
- Sort order
Action
Search
- Events Status
- Event Language
- Event UID
- Sort by
- Sort order
Action
Search
- Status
- Event Language
  Required
- Event UID
- Sort by
- Sort order
- Template event uid
- Profile uid
  Required
- Apply Automatic Configuration?
- Event Name
  Required
- Alias
- Event URL
  Required
- Organiser
- Is Date Unknown?
- Start Date
- End Date
- Is All Day Event?
- has Registering period?
- Registration start date
- Registration end date
- Enable "Notify Me" Feature?
- Locale
  Required
- location Type
  Required
- Location name
- Street name
- Street Number
- Box
- Post code
- City
- State
- Country
  Required
- Latitude
- Longitude
- Timezone
  Required
- Is Event Free?
- Currency
- is First steps inverted?
- Skip step 2?
- Skip step 3?
- Skip step 4?
- Display title on image?
- Description
- Display share?
- Hide Event Address?
- Map Zoom Level
- Registration instructions
- Tickets instructions
- Hotels instructions
- Check-out instructions
- Show QR code on the confirmation page?
- Display "Print your ticket" button on the confirmation page?
- Display "Print summary" button on the confirmation page?
- Display “Go to the Attendee Hub” button on the confirmation page?
- Send confirmation email automatically?
- Send confirmation email to accompanying person?
- Be in BCC of automatic emails?
- BCC email address
- Override profile "Reply-to" email address
- Display cover image in email?
- Display full attendee's detail in email?
- Display event location in email?
- Display “Go to the Attendee Hub” button in email?
- Include "Print Ticket" Button in Email?
- Display QR code in email?
- is Private?
- is Domain redirection disabled?
- Meta Title
- Meta Description
- Use specific content?
- Social media Title
- Social media Description
- Attendee Hub & App Description
- Force email uniqueness?
- Activate captcha?
- Allow attendees to resend themselves the confirmation email?
- Allow attendees to modify their registration?
- Allow ticket downgrades?
- Allow attendees to cancel their registration?
- Allow registrants to notify that they will not attend?
- Activate restricted registration?
- Pop-up text for restricted registration
- Make the restricted code mandatory?
- Use the same restricted code for all registrants?
- Restricted code
- Hide the event category?
- Categories title
- Activate stock management?
- Sold-out label
- Display remaining quantities when sold percentage reached
- Hide sold-out items?
- Activate waiting list for sold-out options?
- Use global quantity for all categories?
- Global quantity for all categories
- Options title
- Display filter by location for options?
- Activate early bird prices for categories and/or options?
- Allow registrants to select several of the same item?
- Allow several consecutive registrations by the same attendee?
- Activate specific dates for categories and options?
- Create a QR code for categories and/or options?
- Automatically generate invoice upon registration?
- Generate and attach invoice to confirmation email?
- Allow invoice updates?
- Display generated invoices and credit notes on the Attendee Hub?
- If invoicing address different from company address, display both on invoice?
- Generate Belgian SEPA structured communication?
- Activate CodaBox integration?
- Attach receipt to confirmation email?
- Display receipts in the Attendee Hub?
- Activate Tax/VAT.?
- Tax/VAT Label
- Is Tax/VAT Included?
Action
Search or 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
- 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

- Attendee uid
- event uid
  Required
- Updated After Date
- Ignore Fields Mapping?
- Sort by
- Sort order
Trigger
Polling
Try It
- Event UID
  Required
- Last invoice number Retrieved
- Invoice Number Prefix
- Sort by
- Sort order
- Show credit notes with negative amounts.
Trigger
Polling
Try It
- Events Status
- Event Language
- Event UID
- Sort by
- Sort order
Trigger
Polling
Try It
- Event UID
  Required
- Last invoice number Retrieved
- Invoice Number Prefix
- Sort by
- Sort order
Trigger
Polling
Try It
New Profile
Polls your account regularly to find new profiles.
Trigger
Polling
Try It
- Instant Event Trigger
  Required
- Allowed events
- Custom manual action name
Trigger
Instant
Try It
- Profile uid
  Required
- Event uid
  Required
- Anonymized At
- Registration Status
- Language
  Required
- Email Address
  Required
- Title
- First Name
- Last Name
- Phone Number
- Mobile Phone Number
- Confirmation Email Address
- Has Accompanying Person?
- Accompanying Person Title
- Company Name
- Job Title
- Street Address
- City
- Postal code
- Country
- Check-ins
- First check-in date
- Paid by
- Paying for
- Comment
- Notes
- Hotel Notes
- Coupon
- Coupon Code
- Coupon Discount
- Category id
  Required
- Hotel
- Total Price (taxes included)
- Total Price (taxes excluded)
- Amount of Taxes
- Payment Status
- Payment Method
- Payment Date
- Payment Amount
- Last Invoice Number
- Last Invoice Date
- Last Invoice Due Date
- Last proforma number
- Last Proforma Date
- Last Credit note number
- Last credit Note Date
- id
- SKU
- Name
- Full Name
- Location
- Start Date
- End Date
- Available Quantity
- Booked Quantity
- Early Bird Booked Quantity
- Total Booked Quantity
- Is Sold Out?
- Standard Price
- Early Bird Price
- Early Bird Deadline
- Linked Option IDs
- id
- SKU
- Name
- Full Name
- Description
- Location
- Start Date
- End Date
- Available Quantity
- Booked Quantity
- Early Bird Booked Quantity
- Total Booked Quantity
- Is Sold Out?
- Standard Price
- Early Bird Price
- Early Bird Deadline
- Linked Category ids
Action
Write
- Template event uid
- Profile uid
  Required
- Event Language
  Required
- Apply Automatic Configuration?
- Status
- Event Name
  Required
- Alias
- Event URL
  Required
- Organiser
- Is Date Unknown?
- Start Date
- End Date
- Is All Day Event?
- has Registering period?
- Registration start date
- Registration end date
- Enable "Notify Me" Feature?
- Locale
  Required
- location Type
  Required
- Location name
- Street name
- Street Number
- Box
- Post code
- City
- State
- Country
  Required
- Latitude
- Longitude
- Timezone
  Required
- Is Event Free?
- Currency
- is First steps inverted?
- Skip step 2?
- Skip step 3?
- Skip step 4?
- Display title on image?
- Description
- Display share?
- Hide Event Address?
- Map Zoom Level
- Registration instructions
- Tickets instructions
- Hotels instructions
- Check-out instructions
- Show QR code on the confirmation page?
- Display "Print your ticket" button on the confirmation page?
- Display "Print summary" button on the confirmation page?
- Display “Go to the Attendee Hub” button on the confirmation page?
- Send confirmation email automatically?
- Send confirmation email to accompanying person?
- Be in BCC of automatic emails?
- BCC email address
- Override profile "Reply-to" email address
- Display cover image in email?
- Display full attendee's detail in email?
- Display event location in email?
- Display “Go to the Attendee Hub” button in email?
- Include "Print Ticket" Button in Email?
- Display QR code in email?
- is Private?
- is Domain redirection disabled?
- Meta Title
- Meta Description
- Use specific content?
- Social media Title
- Social media Description
- Attendee Hub & App Description
- Force email uniqueness?
- Activate captcha?
- Allow attendees to resend themselves the confirmation email?
- Allow attendees to modify their registration?
- Allow ticket downgrades?
- Allow attendees to cancel their registration?
- Allow registrants to notify that they will not attend?
- Activate restricted registration?
- Pop-up text for restricted registration
- Make the restricted code mandatory?
- Use the same restricted code for all registrants?
- Restricted code
- Hide the event category?
- Categories title
- Activate stock management?
- Sold-out label
- Display remaining quantities when sold percentage reached
- Hide sold-out items?
- Activate waiting list for sold-out options?
- Use global quantity for all categories?
- Global quantity for all categories
- Options title
- Display filter by location for options?
- Activate early bird prices for categories and/or options?
- Allow registrants to select several of the same item?
- Allow several consecutive registrations by the same attendee?
- Activate specific dates for categories and options?
- Create a QR code for categories and/or options?
- Automatically generate invoice upon registration?
- Generate and attach invoice to confirmation email?
- Allow invoice updates?
- Display generated invoices and credit notes on the Attendee Hub?
- If invoicing address different from company address, display both on invoice?
- Generate Belgian SEPA structured communication?
- Activate CodaBox integration?
- Attach receipt to confirmation email?
- Display receipts in the Attendee Hub?
- Activate Tax/VAT.?
- Tax/VAT Label
- Is Tax/VAT Included?
Action
Write
- Guest uid
  Required
- Invoice uid
- Payment date
  Required
- Amount paid
  Required
- Payment reference
- Payment method
Action
Write
- Event uid
  Required
Action
Search
- Attendee uid
- Event uid
  Required
- Updated After Date
- Ignore Fields Mapping?
- Sort by
- Sort order
- Profile uid
  Required
- Anonymized At
- Registration Status
- Language
  Required
- Email Address
  Required
- Title
- First Name
- Last Name
- Phone Number
- Mobile Phone Number
- Confirmation Email Address
- Has Accompanying Person?
- Accompanying Person Title
- Company Name
- Job Title
- Street Address
- City
- Postal code
- Country
- Check-ins
- First check-in date
- Paid by
- Paying for
- Comment
- Notes
- Hotel Notes
- Coupon
- Coupon Code
- Coupon Discount
- Category id
  Required
- Hotel
- Total Price (taxes included)
- Total Price (taxes excluded)
- Amount of Taxes
- Payment Status
- Payment Method
- Payment Date
- Payment Amount
- Last Invoice Number
- Last Invoice Date
- Last Invoice Due Date
- Last proforma number
- Last Proforma Date
- Last Credit note number
- Last credit Note Date
- id
- SKU
- Name
- Full Name
- Location
- Start Date
- End Date
- Available Quantity
- Booked Quantity
- Early Bird Booked Quantity
- Total Booked Quantity
- Is Sold Out?
- Standard Price
- Early Bird Price
- Early Bird Deadline
- Linked Option IDs
- id
- SKU
- Name
- Full Name
- Description
- Location
- Start Date
- End Date
- Available Quantity
- Booked Quantity
- Early Bird Booked Quantity
- Total Booked Quantity
- Is Sold Out?
- Standard Price
- Early Bird Price
- Early Bird Deadline
- Linked Category ids
Action
Search or write
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 idloom

idloom is a complete and professional tool that manages and automates all key aspects of event management.

Related categories

Event Management

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

Related categories

CRM (Customer Relationship Management)

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Update Zoho CRM module entries when new guest hooks occur in idloom-events

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Update Zoho CRM module entries when new guest hooks occur in idloom-events