InfluencerSoft + Zoho CRM

Add new Zoho CRM contacts as leads in InfluencerSoft

Effortlessly maintain your leads in both Zoho CRM and InfluencerSoft with this seamless workflow. Whenever a new contact is added in Zoho CRM, this automation will simultaneously add or update the lead in InfluencerSoft, ensuring your data is consistently up-to-date across both platforms. Save time, reduce manual entry, and stay organized by streamlining your lead management process.

When this happens...
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.
TriggerScheduled
automatically do this!
Add/Update Lead
Add a new lead to a list of your choosing. Can be used to update an existing lead too.
ActionWrite

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Supported triggers and actions

What does this mean?

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
Scheduled
Try It
- 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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
Added to List
Triggers when a lead is added to any list.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
- Lead tagRequired
- Lead emailRequired
Action
Write
- Customer EmailRequired
- Product NameRequired
- Product Price
- Coupon
- Customer VAT ID
- Order Created at
- Order Paid at
- Order Status
- Order Сonfirmed
- Payment method
- Order IP
- Order Tag
- Note
- Order Sales Manager
- Affiliate
- Utm_medium
- Utm_source
- Utm_campaign
- Utm_content
- Utm_term
- Customer First Name
- Customer Last Name
- Customer Middle Name
- Customer Phone
- Customer billing address 1
- Customer billing address 2
- Customer billing city
- Customer billing state
- Customer billing zip
- Customer billing country code
- Customer shipping / Name
- Customer shipping / Phone
- Customer shipping address 1
- Customer shipping address 2
- Customer shipping city
- Customer shipping state
- Customer shipping zip
- Customer shipping country code
Action
Write
- Lead tagRequired
- Lead emailRequired
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
Scheduled
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
Scheduled
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Purchase
Triggers when a product is purchased.
Trigger
Instant
Try It
- Add to List
- Remove from list
- Add tag
- Remove tag
- Lead email
- Lead first name
- Lead last name
- Lead middle name
- Lead phone
- Lead billing address 1
- Lead billing address 2
- Lead billing city
- Lead billing state
- Lead billing zip
- Lead billing country code
- Lead shipping address 1
- Lead shipping address 2
- Lead shipping city
- Lead shipping state
- Lead shipping zip
- Lead shipping country code
- Lead points
- Lead timezone (utc)
- Lead description
- Lead personal manager
- Lead Facebook
- Lead Instagram
- Lead WhatsApp
- Lead LinkedIn
- Lead Telegram
- Lead Viber
- Lead Vkontakte
- Utm_medium
- Utm_source
- Utm_campaign
- Utm_content
- Utm_term
Action
Write
- ListRequired
- Lead emailRequired
Action
Write
- Lead emailRequired
Action
Write

About InfluencerSoft

InfluencerSoft is a platform for selling digital products & courses online.

Related categories

Education

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

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Zapier Interfaces

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InfluencerSoft + Zoho CRM

Add new Zoho CRM contacts as leads in InfluencerSoft

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Added to List

New Order

Add Tag to Lead

Lead tagRequired

Lead emailRequired

Create Order

Customer EmailRequired

Product NameRequired

Product Price

Coupon

Customer VAT ID

Order Created at

Order Paid at

Order Status

Order Сonfirmed

Payment method

Order IP

Order Tag

Note

Order Sales Manager

Affiliate

Utm_medium

Utm_source

Utm_campaign

Utm_content

Utm_term

Customer First Name

Customer Last Name

Customer Middle Name

Customer Phone

Customer billing address 1

Customer billing address 2

Customer billing city

Customer billing state

Customer billing zip

Customer billing country code

Customer shipping / Name

Customer shipping / Phone