OfficeRnD + Zoho CRM

OfficeRnD + Zoho CRM integrations

Create OfficeRnD members from new or updated Zoho CRM contacts

Keep your contacts and members in sync with this seamless workflow. When a new or updated contact is detected in Zoho CRM, a corresponding member will be created in OfficeRnD. This automation ensures that you always have the most up-to-date information across both platforms, enhancing communication and efficiency within your team.

When this happens...
New or Updated ContactTriggers 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.
TriggerPolling
automatically do this!
Create MemberTriggers when a new member is added or when a member's status is changed.
ActionWrite

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More things you can do with Zoho CRM and OfficeRnD

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

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
- Organization
  Required
- Location
- Visitor Flow
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Title
  Required
- Description
- Start Time
  Required
- End time
  Required
- Location
  Required
- Where
- URL
- Image URL
- Company
- Member
Action
Write
- Organization
  Required
- Location
  Required
- Name
  Required
- Company Name
- Email
- Phone
- Bio
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- Organization
  Required
- Location
  Required
- Opportunity Name
- Status
- Deal Size
- Member Name
  Required
- Member Email
- Member phone
- Company Name
Action
Write
- Organization
  Required
- Location
  Required
- Name
  Required
- Email
- Url
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- Organization
  Required
- Location
  Required
- Visitor Name
  Required
- Visitor Flow
  Required
- Start Time
  Required
- End Time
  Required
- Visitor Company
- Visitor Email
- Visitor Phone
- Host
Action
Write
- Organization
  Required
- Find By
  Required
Action
Search
- Organization
  Required
- Find By
  Required
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
- Organization
  Required
- Location
- Resource
Trigger
Polling
Try It
- Organization
  Required
- Location
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Send Notification
- Resource
  Required
- Start
  Required
- End
  Required
- Title
- Description
- Company
- Member
Action
Write
- Organization
  Required
- Location
  Required
- Member
- Company
- Product
- Name
- Quantity
  Required
- Price
- Date
Action
Write
- Organization
  Required
- Plan
  Required
- Name
  Required
- Price
  Required
- Start Date
  Required
- End Date
- Location
  Required
- Company
- Member
Action
Write
- Organization
  Required
- Type
  Required
- Title
  Required
- URL
- Description
- Image URL
- Location
  Required
- Member
Action
Write
- Organization
  Required
- Booking ID
  Required
- Send Notification
- Edit Mode
Action
Write
- Organization
  Required
- Find By
  Required
- Find Occurrence
Action
Search
- Organization
  Required
- Find By
  Required
Action
Search

About OfficeRnD

OfficeRnD is a workspace management platform helping Coworking Spaces and Business Centers automate operations and improve members experience. The platform acts like a central hub that connects to and manages all systems already in place, saving space operators time and allowing them to focus only on the highest leverage activities.

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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)

Premium

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