InTouch Tool + Zoho CRM Integrations

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Supported triggers and actions

What does this mean?

All Followups Sent
Triggers when all followups were sent and there were no reply.
Trigger
Instant
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First Reply
Triggers when a prospect responds on LinkedIn for the first time.
Trigger
Instant
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- LinkedIn Profile URLRequired
  LinkedIn profile URL of your prospect as they appear in your InTouch tool campaign.
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
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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
  Comma separated Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
  API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a contact with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Search or write

New Connection
Triggers when a person connects with you on LinkedIn.
Trigger
Instant
Try It
- CampaignRequired
  Your existing InTouch Tool campaign to add the prospect to. You can create one from the InTouch Tool chrome extension.
- LinkedIn profile URLRequired
  Prospect's LinkedIn profile URL
- Name
- Company Name
Action
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
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
  Account to which the lead need to be merged.
- Overwrite
  If set to true Account name of the above selected Account will be replaced by the Company name.
- Contact ID
  Contact to which the lead need to be merged.
- Assign to
  User ID to which the new contact/account ownership to be assigned.
Action
Write
- ModuleRequired
  Select the module you want to update an entry in.
- LayoutRequired
  Select the layout you want to use to update the entry with.
- Entry IDRequired
  Entry ID to update
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
Action
Search
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a lead with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write

How to connect InTouch Tool + Zoho CRM

Step 1: Authenticate InTouch Tool and Zoho CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect InTouch Tool + Zoho CRM

About InTouch Tool

InTouch Tool automates your LinkedIn outreach with auto connections and followups. Setup your search filters to collect prospects, set your messages sequence aka drip campaign and get replies from new potential customers at scale.

Related categories

Marketing Automation

About Zoho CRM

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

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InTouch Tool + Zoho CRM Integrations

Connect your apps and automate workflows

All Followups Sent

First Reply

Pause a Prospect

LinkedIn Profile URLRequired

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

New Connection

Create a Prospect

CampaignRequired

LinkedIn profile URLRequired

Name

Company Name

New Contact

New Module Entry

ModuleRequired

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