Moxo + Zoho CRM

Create group conversations in Moxo for new contacts added in Zoho CRM

Stay connected with your new leads instantly by setting up this automation between Zoho CRM and Moxo. Whenever a new contact is added to Zoho CRM, this seamless workflow will create a group conversation in Moxo, ensuring you discuss and follow up with your team promptly. Enhance your CRM experience and drive engagement with your team swiftly with this handy integration.

When this happens...
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.
TriggerPolling
automatically do this!
Create Group Workspace
Creates a group workspace and add users to it.
ActionWrite

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Supported triggers and actions

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
- 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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- Id Explain
- Zap Unique ID Label
- Reference ID
- Pre-configured Payload Info
Trigger
Instant
Try It
Xero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Trigger
Instant
Try It
- Specify the way to locate Flow WorkspaceRequired
- Specify the step type
- Step Reference ID
- Is it to add step to the end of flow?
- Step Description
- Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Step Reference IDRequired
Action
Write
- Workspace TitleRequired
- Welcome Message
- Workspace Owner (Account Manager)Required
- Workspace MembersRequired
Action
Write
- Workspace IDRequired
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace IDRequired
- Specify the object type
- Transobject Title
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for Due in Days
- Assignee EmailRequired
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Assigned ClientRequired
- Purchase Order IDRequired
- Purchase Order NumberRequired
- Purchase Order Title in MoxoRequired
- Purchase Order Sub-Title in MoxoRequired
- Approval Button - Label
- Decline Button - Label
- Address
- Period
- UTR
Action
Write
- Client Email (Identifier)Required
Action
Write
- File (Download) URLRequired
Action
Write
- TopicRequired
- Agenda
- Start TimeRequired
- End Time
- Time ZoneRequired
- Meeting Host User Entity Type
- Meeting Participants (Email)
- Meeting Participants (Unique ID)
- Meeting Binder
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace IDRequired
- MessageRequired
Action
Write
- Flow Template FolderRequired
- Moxo Flow TemplateRequired
- Role User Explain
- Flow NameRequired
- Workspace Owner
- Welcome Message
- Description
- Reference ID
Action
Write
- Client Email (Identifier)Required
- Client First Name
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm Explain
- Account Managers
Action
Write
- Conv Explain
- Client's EmailRequired
- Account Manager's EmailRequired
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
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- Id Explain
- Zap Unique ID Label
- Flow Template Folder
- Moxo Flow TemplateRequired
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow WorkspaceRequired
- Binder Reference/Flow Workspace IDRequired
- Specify the step typeRequired
- Moxo Content-Library Folder
- Moxo Content-LibraryRequired
- Step Title
- Step Reference ID
- Is it to add step to the end of flow?
- Step Order Number in the Flow if not to the end of flow
- Step Description
- Due in Days
- Skipped Weekends for Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Invite Explain
- Workspace IDRequired
- Member EmailRequired
- Create New Relationship?Required
Action
Write
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Display User ID
- Display User Phone Number
- Rm Explain
- Account ManagersRequired
Action
Write
- Workspace IDRequired
- Note NameRequired
- Note ContentRequired
- Editable byRequired
Action
Write
- TitleRequired
- Sub-TitleRequired
- ContentRequired
- Assigned ClientRequired
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
Action
Write
- Client Email (Identifier)Required
- Client First NameRequired
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm Explain
- Account ManagersRequired
Action
Write
- Workspace IDRequired
- Specify the object type
- Moxo Content-Library Folder
- Moxo Content-Library
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Purchase Order IDRequired
Action
Write
- Invite Explain
- Meeting IDRequired
- Participant Email
- Participant Unique ID
Action
Write
- Workspace IDRequired
- Folder Name
- FileRequired
Action
Write
- Destination Workspace IDRequired
- E-Sign Title
- E-Sign Description
- Due in Days
Action
Write
- Flow NameRequired
- Welcome Message
- Description
- Reference ID
- Member Email
Action
Write
- Workspace IDRequired
Action
Search
- Intg Explain
- Reference IDRequired
Action
Search

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Related categories

Similar apps

Moxo + Zoho CRM

Create group conversations in Moxo for new contacts added in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Flow Updates

Xero Purchase Order Completed

Add Step in Flow Workspace - Deprecated

Complete Integration Flow Step

Create Group Workspace

Create To-Do

Create TransObject - Deprecated

Create Xero Purchase Order

Deactivate Client

Download File

Schedule Meeting

Send Message

Start Flow Workspace

Update Client

Find Direct Workspace

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Flow Button Clicked

Transaction Completed

Add a Step in Flow Workspace

Add User to Workspace

Create Client

Create Note

Create Transaction

Create or Update Client

Create TransObject(Aprv,Ack,File Req,Form,PDF Fom,To-Do,Time Bk)

Delete Xero Purchase Order

Invite People to Meeting

Send File

Start E-Sign

Start Flow Workspace - Deprecated

Find Members by Workspace ID

Find Binder by Reference ID

About Moxo

Related categories

About Zoho CRM

Related categories

Similar apps

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Insightly

Zapier Interfaces