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MRPLN + Zoho CRM

MRPLN + Zoho CRM integrations

Create MRPLN customers from new Zoho CRM contacts

Keeping a CRM and a messaging tool in two places slows follow-up. This integration adds every new Zoho CRM contact as a customer in MRPLN so the team can email, SMS, or WhatsApp them from one record.

When this happens...
New ContactTriggers 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 CustomerCreate/Add new customer.
ActionWrite

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More things you can do with Zoho CRM and MRPLN

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

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
- Full Name
  Required
- Customer Email (consented)
- Customer Phone / SMS number (consented)
- WhatsApp number (consented)
- Monthly Frequency (1-5)
- Preferred Channels
- Engagement Objectives
- Customer Persona
- Auto Opt-In to Email
- Auto Opt-In to SMS
- Auto Opt-In to WhatsApp
Action
Write
- Customer ID
  Required
- Customer Full Name
- Email Address (consented)
- Phone Number /SMS (consented)
- WhatsApp Number (consented)
- Monthly Communication Frequency (1-5)
- Preferred Communication Channels
- Engagement Objectives
- Auto Opt-In to Email
- Auto Opt-In to SMS
- Auto Opt-In to WhatsApp
Action
Write
- Search By
  Required
- Full Name
  Required
- Customer Email (consented)
- Customer Phone / SMS number (consented)
- WhatsApp number (consented)
- Monthly Frequency (1-5)
- Preferred Channels
- Engagement Objectives
- Customer Persona
- Auto Opt-In to Email
- Auto Opt-In to SMS
- Auto Opt-In to WhatsApp
Action
Search or 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 Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
- Customer ID (Optional)
- Customer Email (consented)
- Customer Phone/SMS (consented)
- Customer WhatsApp (consented)
- Channel
  Required
- Template
  Required
- When to Send
  Required
- Scheduled Date
- Scheduled Time
Action
Write
- Search By
  Required
Action
Search

About MRPLN

MRPLN is a Mar-Tech SaaS platform for Marketing planning, Automation and Insights powered by AI.

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Related categories

Marketing Automation

About Zoho CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zoho

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