Influitive + Zoho CRM

Influitive + Zoho CRM integrations

Log custom events in Influitive for new or updated contacts in Zoho CRM

Keep your Influitive events updated with contacts from Zoho CRM using this automation. Whenever a new or updated contact is created in Zoho CRM, a custom event will be logged in Influitive, ensuring you stay informed and engaged with your contacts. This workflow streamlines your contact management process and saves time on manual data entry.

When this happens...
New or Updated ContactTriggers 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!
Log Custom EventLogs a custom event
ActionWrite

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More things you can do with Zoho CRM and Influitive

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

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
- Event API Code
  Required
Trigger
Polling
Try It
Reward Redeemed
Triggers when a reward is redeemed in your AdvocateHub.
Trigger
Polling
Try It
- Referral ID
  Required
- Milestone API Code
  Required
Action
Write
- Email
  Required
- Points
- API Code
  Required
- Stage Code
Action
Write
- Email
  Required
Action
Write
- Referral 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
Community Topic Posted
Triggers when a new topic has been posted in Discussions.
Trigger
Polling
Try It
Member Joined
Triggers when a new Advocate joins your AdvocateHub.
Trigger
Polling
Try It
Referral Submitted
Triggers when a Referral is submitted.
Trigger
Polling
Try It
- Email
  Required
- Name
  Required
- Title
- Company
- Source
  Required
- Salesforce Contact ID
Action
Write
- UUID
  Required
Action
Write
- UUID or ID
  Required
Action
Search

About Influitive

Influitive is an app that helps you motivate and mobilize your most valued customers and advocates. Give your advocates challenges so they can help your business. Track their progress, and reward them for their efforts.

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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.

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CRM (Customer Relationship Management)

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