Outseta + Zoho CRM

Add new Zoho CRM contacts to Outseta as accounts

Easily streamline your sales and customer management process with this automation. When you add a new contact to your Zoho CRM, this workflow quickly creates an account for them in Outseta. Save time and effort by ensuring your contact data is consistently updated across both platforms, allowing you to focus on building strong customer relationships.

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.
TriggerScheduled
automatically do this!
Add Account
Allows you to create an account with an existing or new user. You can also specify a subscription.
ActionWrite

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Supported triggers and actions

What does this mean?

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
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
Try It
Person Deleted
Triggers when a person is deleted
Trigger
Instant
Try It
Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
Try It
Person Added
Triggers when a new person is created
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It
- NameRequired
- Account StageRequired
- Client Identifier
- EmailRequired
- First Name
- Last Name
- Is PrimaryRequired
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation EmailRequired
- Quantity
Action
Write
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write
- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Person 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
Scheduled
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
Scheduled
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
Account Deleted
Triggers when an account is deleted
Trigger
Instant
Try It
Account Added
Triggers when a new account is created
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is created
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
- TitleRequired
- Description
- Data
- Entity TypeRequired
- Entity UidRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UIDRequired
Action
Write
- Account UIDRequired
- NameRequired
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person UidRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person EmailRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write

About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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By team

Outseta + Zoho CRM

Add new Zoho CRM contacts to Outseta as accounts

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Account Subscription Started

Person Deleted

Chat Request Added

Person Added

Deal Updated

Add Account

NameRequired

Account StageRequired

Client Identifier

EmailRequired

First Name

Last Name

Is PrimaryRequired

Address Line 1

Address Line 2

Address Line 3

City

State/Region

Postal Code

Country

Plan Uid

Renewal Term

Send Confirmation EmailRequired

Quantity

Add Deal

NameRequired

DealPipelineStage UidRequired

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Email

First Name

Last Name

Cancel Subscription

Account UIDRequired

Cancel Immediately

Subscribe to Email List

EmailList UidRequired