LeadDelta + Zoho CRM

LeadDelta + Zoho CRM integrations

Create or update Zoho CRM entries when new connections are made in LeadDelta

Boost your efficiency with this simple workflow. When you get a new connection in LeadDelta, it will swiftly create or update a module entry in your Zoho CRM. It's an effective way to ensure your Zoho CRM stays up-to-date with lead activity happening in LeadDelta. This automation brings you a step closer to focused customer interactions by having updated CRM entries.

When this happens...
New ConnectionTriggers when a new connection is added.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with LeadDelta and Zoho CRM

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

- Tag
Trigger
Instant
Try It
New Disconnect
Triggers when a connection is disconnected.
Trigger
Instant
Try It
New Message
Triggers when a new message is sent to a connection.
Trigger
Instant
Try It
New Profile Visit
Triggers when a new profile visit is done on LinkedIn via LeadDelta.
Trigger
Instant
Try It
- Note
  Required
- Linkedin Profile ID
- Connection ID
- Connection Username
- Connection Email
Action
Write

- Tag Title
  Required
- Tag Color
  Required
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

New Connection
Triggers when a new connection is added.
Trigger
Instant
Try It
New Follow
Triggers when a connection is followed.
Trigger
Instant
Try It
New Note
Triggers when a new note is added to a connection.
Trigger
Instant
Try It
New Unfollow
Triggers when a connection is unfollowed.
Trigger
Instant
Try It
- Connection Email
- Connection Username
- Tag
- New Tag Title
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
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

About LeadDelta

LeadDelta is a productivity app that helps you to organize your LinkedIn connections better and save time.

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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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