ISN + Zoho CRM

ISN + Zoho CRM integrations

Schedule orders in ISN and create or update module entries in Zoho CRM

Streamline and manage your sales process proficiently with this workflow seamlessly integrating ISN and Zoho CRM. Once an order is scheduled in ISN, the workflow triggers the Order Scheduled function in Zoho CRM. This helps reduce manual errors, keeping your data updated strategically, allowing you to focus more on nurturing pivotal customer interactions.

When this happens...
Order ScheduledTriggers when an order has been scheduled.
TriggerPolling
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with ISN and Zoho CRM

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

Agent Updated
Triggers when an agent has been updated.
Trigger
Polling
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Event Created
Triggers when an event has been created.
Trigger
Polling
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Note Created
Triggers when a new note is created.
Trigger
Polling
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Order Completed
Triggers when an order has been completed.
Trigger
Polling
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Order Paid
Triggers when a payment has been received.
Trigger
Polling
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Order Signed
Triggers when an agreement has been signed.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Display Name
- Email Address
- Address 1
- Address 2
- City
- ZIP Code
- Work Phone
- Home Phone
- Cell Phone
- Notes
Action
Write

- Task ID
  Required
Action
Write
- id of event
  Required
- Rid
- Mode
  Required
- User Id
  Required
- Start Date
  Required
- Start Time
  Required
- End Time
  Required
- Title
  Required
- Description
  Required
- Recurring
  Required
- Recurring Date
Action
Write
- Email
- Phone
- Name (partial ok)
- Office ID
Action
Search
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

Client Updated
Triggers when a client has been updated.
Trigger
Polling
Try It
Event Updated
Triggers when an event has been updated.
Trigger
Polling
Try It
Order Canceled
Triggers when an order has been canceled.
Trigger
Polling
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Order Created
Triggers when an order has been created.
Trigger
Polling
Try It
Order Scheduled
Triggers when an order has been scheduled.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Display Name
- Email Address
- Website URL
- Address 1
- Address 2
- City
- State
- ZIP Code
- Work Phone
- Home Phone
- Cell Phone
- Notes
- Private Notes
- Birthday Month
- Birthday Day
- Agency UUID
- Opt Out of Mail List
- Opt Out of Email Events
- Opt Out of SMS
- Latitude
- Longitude
- Link Agency Address
- Biography
Action
Write
- Description
  Required
- Assignee
  Required
- Due Date Time
  Required
- Priority
  Required
- OID
  Required
- Remind by Email
- Remind by SMS
- Remind Minutes Before
Action
Write
- User Id
  Required
- Start Date
  Required
- Start Time
  Required
- End Time
  Required
- Title
  Required
- Description
  Required
- Recurring
  Required
- Recurring Date
Action
Write
- Office
- Order Type
  Required
- Inspector
  Required
- Date/Time
- Client ID
- Buyer's Agent ID
- Seller's Agent ID
- Address
- City
- State
- ZIP/Postal Code
- Duration (minutes)
- Square Footage
- Year Built
- Base Fee Value
Action
Write
- Email
- Phone
- Name (partial ok)
- Office ID
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

About ISN

The Inspection Support Network is the industry’s most trusted home inspection software solution.

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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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Related Zap Templates

Create Zoho CRM module entries for new paid orders in ISN

Schedule new ISN orders and create module entries in Zoho CRM