MaintainX + Zoho CRM

MaintainX + Zoho CRM integrations

Create new work requests in MaintainX for each new module entry in Zoho CRM

Speed up your business processes with this efficient workflow. When a new module entry is added in Zoho CRM, a corresponding work request is instantly created in MaintainX. This seamless integration helps avoid manual data entry, ensuring all your business information is up-to-date across all platforms. Streamline your operations and improve efficiency with this simple automation.

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Create Work RequestCreates a new Work Request.
ActionWrite

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More things you can do with Zoho CRM and MaintainX

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

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
- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
New Work Request
Triggers when a New Work Request is created
Trigger
Instant
Try It
- Asset Name
  Required
- Asset Types
- Barcode
- Criticality
- Description
- Location
- Parent Asset
- Manufacturer
- Model
- Serial Number
- Responsible Teams
- Vendors
Action
Write
- Location ID
- Name
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write
- Work Order ID
  Required
- Comment Content
Action
Write
- Work Order ID
  Required
- Title
- Asset
- Description
- Categories
- Due Date
- Estimated Time
- Priority
- Procedure Template
- User IDs
- Team IDs
- Vendors
Action
Write
- Location
- Manufacturer
- Model
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
- Return all Asset Info (serializeEntity)
Trigger
Instant
Try It
- Properties
- Return all Work Order Data (serialize Entity)
- Only return Filtered Properties
Trigger
Instant
Try It
- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
- Work Order
- Categories
Action
Write
- Name
  Required
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write
- Conversation
  Required
- Message Content
  Required
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Start Date
- User Ids
- Team Ids
- Procedure Template
- Location
- Asset
- Categories
- Work Request ID
Action
Write
- Title
  Required
- Description
- Priority
- Asset
- Location
Action
Write
- Entity Type
  Required
Action
Search

About MaintainX

MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.

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Related categories

Task Management

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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Related categories

CRM (Customer Relationship Management)

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Zoho

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