Iterable + Zoho CRM

Iterable + Zoho CRM integrations

Create Iterable events for new Zoho CRM contacts

Easily stay on top of your contacts' activities by connecting Zoho CRM and Iterable in this seamless workflow. When a new contact is added in Zoho CRM, an event will be tracked in Iterable, ensuring you have all the necessary information to engage with your leads effectively. Strengthen your customer relationships by keeping your marketing efforts organized and up-to-date with this powerful automation.

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
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Track EventCreate a custom event. Iterable API events/track docs
ActionWrite

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More things you can do with Zoho CRM and Iterable

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

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 Name
  Required
- Event ID
- Email
- User ID
- JSON data fields
- Creation date
- Campaign ID
- Template ID
Action
Write
- Email
- User Id
- Item Id
  Required
- Item SKU
- Item description
- Item name
  Required
- Item price
  Required
- Quantity of item
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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
- Email
- User ID
- dataFields
- Merge nested objects?
Action
Write
- Email
- User Id
- Campaign ID
- Template ID
- Total
  Required
- Purchase Id
- Item Id
  Required
- Item SKU
- Item description
- Item name
  Required
- Item price
  Required
- Quantity of item
  Required
- Data fields
Action
Write
- Email
- User ID
- dataFields
- Merge nested objects?
Action
Write

About Iterable

Iterable is the growth marketing platform that empowers you to deliver completely seamless, personalized customer experiences.

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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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