Kiflo PRM + Zoho CRM

Create leads in Kiflo PRM from new or updated contacts in Zoho CRM

Effortlessly streamline your sales process with this Zoho CRM to Kiflo PRM integration. Whenever a new or updated contact is added in Zoho CRM, this automation will quickly create a lead in Kiflo PRM, ensuring your partner relationship management stays aligned with your contact database. Save time, reduce manual data entry, and keep your teams focused on building stronger relationships.

When this happens...
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.
TriggerScheduled
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Create Lead
Triggers when a new lead is added.
ActionWrite

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Supported triggers and actions

What does this mean?

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
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Trigger
Instant
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Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
Try It
Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is added.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
Try It
Deal Updated
Triggers when a property on an existing deal is updated.
Trigger
Instant
Try It
Lead Added
Triggers when a new lead is added.
Trigger
Instant
Try It
Lead Refused
Triggers when a new lead is refused.
Trigger
Instant
Try It
Partner Application Accepted
Triggers when a partner application is accepted.
Trigger
Instant
Try It
Partner Application Rejected
Triggers when a partner application is rejected.
Trigger
Instant
Try It
Partner Note Added
Triggers when a new note is added on a partner.
Trigger
Instant
Try It
Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Trigger
Instant
Try It
Payout Created
Triggers when a new payout is created.
Trigger
Instant
Try It
Partner Added to Program Level
Triggers when a partner as added to a new program level.
Trigger
Instant
Try It
Team Member Added
Triggers when a new team member is added to an existing partner.
Trigger
Instant
Try It
Transaction Updated
Triggers when a new transaction is updated.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- Source partner
- Source
Action
Write
- DealRequired
- Note
- Is note visible to partner?
Action
Write
- DealRequired
- CustomerRequired
Action
Write
- DealRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- LeadRequired
- Note
- Is note visible to partner?
Action
Write
- LeadRequired
Action
Write
- LeadRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- Create note onRequired
- ContentRequired
Action
Write
- Partner ApplicationRequired
Action
Write
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Write
- IDRequired
- Partner name
- Status
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
Action
Write
- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
Action
Write
- IDRequired
Action
Write
- Partner
- AmountRequired
- CurrencyRequired
- Reward typeRequired
- CommentRequired
Action
Write
- NameRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- EmailRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search or write
- Field to Search ByRequired
- Stage
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Search or 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
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
Contact Added
Triggers when a new contact is added.
Trigger
Instant
Try It
Customer Added
Triggers when a new customer is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
Try It
Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
Try It
Deal Refused
Triggers when a new deal is refused.
Trigger
Instant
Try It
Lead Accepted
Triggers when a new lead is accepted.
Trigger
Instant
Try It
Lead Note Added
Triggers when a new note is added on a lead.
Trigger
Instant
Try It
Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
Try It
Partner Application Added
Triggers when a new partner application is added.
Trigger
Instant
Try It
Partner Added
Triggers when a new partner is added.
Trigger
Instant
Try It
Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Trigger
Instant
Try It
Partner Updated
Triggers when a new partner is updated.
Trigger
Instant
Try It
Payout Status Changed
Triggers when a payout status has changed.
Trigger
Instant
Try It
Reward Created
Triggers when a new reward is created.
Trigger
Instant
Try It
Transaction Added
Triggers when a new transaction is added.
Trigger
Instant
Try It
- Lead
- Deal
- NameRequired
- Source NameRequired
- Source URL
Action
Write
- IDRequired
Action
Write
- IDRequired
- Partner
Action
Write
- Deal IDRequired
- Partner IDRequired
- Role
- Source
- Use default rewards
Action
Write
- Stage
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Stage
- Currency
- Additional properties (Obsolete - Do not use)
Action
Write
- LeadRequired
Action
Write
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- Partner ApplicationRequired
- Has access to Kiflo?
Action
Write
- CertificationRequired
- Partner Team MemberRequired
- StatusRequired
Action
Write
- Partner IDRequired
- Onboarding Pipeline IDRequired
- Onboarding Stage ID
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
Action
Write
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Write
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
- Source partner
- Source
Action
Search or write
- Field to Search ByRequired
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Search or write

About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels

Learn more Help

Related categories

Sales & CRM

About Zoho CRM

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

Help

Related categories

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PRODUCTS

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By team

Kiflo PRM + Zoho CRM

Create leads in Kiflo PRM from new or updated contacts in Zoho CRM

New Contact

New Module Entry

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

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Business Plan Objective Updated

Contact Updated

Customer Updated

Deal Added

Deal Stage Changed

Deal Updated

Lead Added

Lead Refused

Partner Application Accepted

Partner Application Rejected

Partner Note Added

Partner Prospection Stage Updated

Payout Created

Partner Added to Program Level

Team Member Added

Transaction Updated

Create Contact

Create Customer

Source partner

Source

Accept Deal

DealRequired

Note

Is note visible to partner?

Associate Customer to Deal

DealRequired

CustomerRequired

Refuse Deal

DealRequired

NoteRequired

Is note visible to partner?

Accept Lead

LeadRequired

Note

Is note visible to partner?

Convert Lead to Deal

LeadRequired

Refuse Lead

LeadRequired

NoteRequired