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Microsoft Exchange + Zoho CRM

Create events in Microsoft Exchange for new or updated module entries in Zoho CRM

Maintain an organized schedule with this workflow that seamlessly connects your Zoho CRM and Microsoft Exchange. When a new or altered entry appears in your Zoho CRM, the workflow promptly generates a corresponding event in your Microsoft Exchange calendar. By eliminating the need for manual data transfers, this workflow guards against missed updates and keeps your calendar in sync with your CRM effortlessly.

Maintain an organized schedule with this workflow that seamlessly connects your Zoho CRM and Microsoft Exchange. When a new or altered entry appears in your Zoho CRM, the workflow promptly generates a corresponding event in your Microsoft Exchange calendar. By eliminating the need for manual data transfers, this workflow guards against missed updates and keeps your calendar in sync with your CRM effortlessly.

  1. When this happens...
    Zoho CRMZoho CRM
    New/Updated Module Entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    TriggerInstant
  2. automatically do this!
    Microsoft ExchangeMicrosoft Exchange
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and 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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and 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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
microsoft-exchange logo
microsoft-exchange logo

About Microsoft Exchange

Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
Learn moreHelp

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  • Email
  • Microsoft

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