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  • Zoho CRM logoZoho CRM logo

IRIS CRM + Zoho CRM Integrations

How to connect IRIS CRM + Zoho CRM

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  • IRIS CRM triggers, actions, and search
    Lead Created
    Triggers when a lead is created.
    Trigger
    Instant
  • IRIS CRM triggers, actions, and search
    Lead Deleted
    Triggers when a lead is deleted.
    Trigger
    Instant
  • IRIS CRM triggers, actions, and search
    Lead File Uploaded
    Triggers when a lead file is uploaded.
    Trigger
    Instant
  • IRIS CRM triggers, actions, and search
    Lead Email Received
    Triggers when a lead email is received.
    Trigger
    Instant
  • IRIS CRM triggers, actions, and search
    Lead Note Added
    Triggers when a lead note is added.
    Trigger
    Instant
  • IRIS CRM triggers, actions, and search
    Lead Restored
    Triggers when a lead is restored.
    Trigger
    Instant
  • IRIS CRM triggers, actions, and search
    Lead Status Updated
    Triggers when a lead's status is updated.
    Trigger
    Instant
  • IRIS CRM triggers, actions, and search
    Lead Updated
    Triggers when a lead is updated.
    Trigger
    Instant
  • IRIS CRM

    Add file to a lead.

    Scheduled

    Action

  • IRIS CRM

    Add note to a lead.

    Scheduled

    Action

  • IRIS CRM

    Assign user(s) to a lead.

    Scheduled

    Action

  • IRIS CRM

    Create a new lead.

    Scheduled

    Action

  • IRIS CRM

    Send email to a lead.

    Scheduled

    Action

  • IRIS CRM

    Send SMS to a lead.

    Scheduled

    Action

  • IRIS CRM

    Update an existing lead.

    Scheduled

    Action

  • IRIS CRM

    Update status of a lead.

    Scheduled

    Action

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when any entry is created in the specified module.

    Instant

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when any entry is created or updated in the specified module.

    Instant

    Trigger

  • Zoho CRM

    Triggers when a new active user is added to your Zoho CRM account.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when a module entry is updated

    Instant

    Trigger

  • Zoho CRM

    Add attachment to the slected Module entry

    Scheduled

    Action

  • Zoho CRM

    Add new tag to existing module entries

    Scheduled

    Action

  • Zoho CRM

    Convert an existing lead to contact and account

    Scheduled

    Action

  • Zoho CRM

    Creates a new entry in a module

    Scheduled

    Action

  • Zoho CRM

    Update existing entry in the selected module

    Scheduled

    Action

  • Zoho CRM

    Relates an entry in this module with an entry in another module

    Scheduled

    Action

  • Zoho CRM

    Create or update module entries

    Scheduled

    Action

  • Zoho CRM

    Finds an entry in a module

    Scheduled

    Action

  • Zoho CRM

    Create contact if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create Lead if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create module entry if entry does not exist

    Scheduled

    Action

How IRIS CRM + Zoho CRM Integrations Work

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

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Related categories

zoho-crm logo
zoho-crm logo

About Zoho CRM

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

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