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Set up your first integration
Quickly connect Zoho CRM to Motion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Zoho CRM with Motion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Zoho CRM.
Add your action
An action happens after the trigger—such as "Create Project" in Motion.
You’re connected!
Zapier seamlessly connects Zoho CRM and Motion, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- 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.
Try ItTriggerPolling - New User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerPolling
- 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.
Try ItTriggerPolling - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- ModuleRequired
Try ItTriggerInstant
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Practical ways you can use Zoho CRM and Motion
Sync new Zoho CRM contacts to Motion
When a new contact is added in Zoho CRM, Zapier can create a corresponding task in Motion with related information. This ensures no follow-up or action item is overlooked, helping you stay coordinated and responsive.
Business OwnerCreate Motion projects from converted Zoho leads
When a lead in Zoho CRM is converted into a contact and account, Zapier creates a new project in Motion. This allows teams to manage the fulfillment process effectively without missing deadlines.
Project ManagementCreate tasks in Motion from Zoho CRM leads
When a new lead is created in Zoho CRM, Zapier automatically generates a task in Motion to prioritize the next steps. This ensures seamless tracking of every opportunity and quick alignment with daily workflows.
Sales OpsLearn how to automate Zoho CRM on the Zapier blog
Learn how to automate Motion on the Zapier blog
Frequently Asked Questions about Zoho CRM + Motion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoho CRM and Motion
Can I automate task creation in Motion when a new lead is added in Zoho CRM?
Yes, you can automate task creation in Motion by setting up a trigger for new leads in Zoho CRM. When a new lead is added, we will automatically create a corresponding task in Motion to help you follow up efficiently.
Is it possible to update contacts in Motion if there are changes made in Zoho CRM?
Absolutely, you can set up triggers for any updates to your contacts in Zoho CRM. We ensure these changes are reflected automatically in Motion, keeping your information consistent and up-to-date without manual intervention.
How do I configure workflows between Zoho CRM and Motion?
To configure workflows between the two applications, you'll need to select triggers from Zoho CRM such as ‘New Deal’ or ‘Updated Record’. Then, specify the actions to be taken in Motion like ‘Create Task’ or ‘Update Project’. This setup helps streamline your processes effectively.
Can I sync calendar events from Motion into Zoho CRM?
You can synchronize calendar events effectively by creating triggers when new events are added or updated in Motion. These will be synced directly into your Zoho CRM calendars as per your configuration.
What should I do if my integration isn't syncing properly between Zoho CRM and Motion?
If you encounter syncing issues, first check your trigger and action configurations for both platforms. Ensure that there are no connectivity disruptions. Contact our support team if problems persist.
Are there specific fields that I need to map when integrating these two systems?
When integrating Zoho CRM with Motion, it's essential to map fields accurately. Choose relevant fields such as 'Lead Name', 'Contact Information', and 'Due Dates' to ensure data flows correctly between systems.
Can automation handle exceptions when dealing with large volumes of data between systems?
Our system is designed to handle large volumes of data efficiently with error-handling processes. If an exception occurs during automation between Zoho CRM and Motion, logs will help you trace issues swiftly so adjustments can be made.
