Connect PHC GO and Zoho CRM to power AI-driven automation

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Start with a template that brings PHC GO and Zoho CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Add new Zoho CRM contacts to PHC GO as customers
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Zoho CRM + PHC GO

Add new Zoho CRM contacts to PHC GO as customers

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Zoho CRM + PHC GO

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Zapier makes it easy to integrate PHC GO with Zoho CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Insert/ Update Customer" from PHC GO.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects PHC GO and Zoho CRM, 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.

Insert/ Update Customer
Triggers when a new customer is created or updated in the PHC GO software.
Trigger
Instant
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Delete Calendar Event
Triggers when a new calendar event is deleted in the PHC GO software.
Trigger
Instant
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Insert/ Update Calendar Event
Triggers when a new calendar event is created in the PHC GO software.
Trigger
Instant
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Inactive Article
Triggers when a product/ article it's set to inactive in the PHC GO software.
Trigger
Instant
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Insert Article
Triggers when a new article/ service/ product is created in the PHC GO software.
Trigger
Instant
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Insert Task
Triggers when a new task is created in the PHC GO software.
Trigger
Instant
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Update Article
Triggers when a new article/ service/ product is updated in the PHC GO software.
Trigger
Instant
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- Document Type:
  Required
- Document Number:
  Required
- Reason for Cancellation:
  Required
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- Email:
- Mobile Phone:
- Tax Number:
- IBAN:
- Observations:
Action
Write
- Customer Name:
  Required
- Country:
- City:
- Address:
- Postal Code:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Document Type:
  Required
- Document Number:
- Reference:
  Required
- Designation:
- Unit Price:
  Required
- Quantity:
  Required
- Tax Included:
- Tax Percentage:
- Tax Region:
- Discount 1
- Discount 2
- Additional field:
- Additional field 2:
- Warehouse:
- Shipping Reference:
- Shipping Designation:
- Shipping Unit Price:
- Shipping Quantity:
- Tax included in shipping price:
- Tax Percentage in Shipping Price:
- Shipping Tax Region:
- Shipping Fee Discount 1:
- Shipping Fee Discount 2:
- Shipping additional Field:
- Shipping additional Field 2:
Action
Write
- Entity:
  Required
- ItemVO:
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- Email:
- Mobile Phone:
- Tax Number:
- IBAN:
- Observations:
Action
Write
- Title
  Required
- Description
- Scheduled For:
  Required
- Starts At:
  Required
- Ends At:
  Required
- Participant E-mail:
  Required
- Location Name:
Action
Write
- Entity:
  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
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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

Delete Article
Triggers when a new article/ service/ product is deleted in the PHC GO software.
Trigger
Instant
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Delete Customer
Triggers when a customer is deleted from the PHC GO software.
Trigger
Instant
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- Choose the series of Order:
Trigger
Instant
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Inactive Customer
Triggers when a customer/ subscriber it's set to inactive in the PHC GO software.
Trigger
Instant
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Insert Customer
Triggers when a new customer is created in the PHC GO software.
Trigger
Instant
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Insert/ Update Article
Triggers when a new article/ service/ product is created or updated in the PHC GO software.
Trigger
Instant
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Update Customer
Triggers when a new customer is updated in the PHC GO software.
Trigger
Instant
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- Resume:
  Required
- Issue Date:
  Required
- Due Date:
- Recurrence:
  Required
- Nº of Occurrences:
- Payment Terms:
- Customer Name:
  Required
- Customer Number:
- Country:
- City:
- Address:
- Postal Code:
- Mobile phone number:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Reference:
- Designation:
- Unit Price:
- Quantity:
- Tax Included:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
Action
Write
- Name:
  Required
- Number:
- Country:
- City:
- Address:
- Postal Code:
- E-mail:
- Tax Number:
- Abbreviated Name:
- Option:
  Required
- E-mail Subject:
- E-mail Body:
- Delete wrong tax numbers?
- Document type:
  Required
- Document observations:
- Invoicing address:
- Invoicing address 2:
- Invoicing postal code:
- Invoicing locality:
- Address of loading:
- Address of loading 2:
- Place of loading:
- Postcode (loading address):
- Country of loading:
- Address of unloading:
- Address of unloading 2:
- Place of unloading:
- Postcode (unloading address):
- Country of unloading:
- Global discount
- Global Discount (%)
- Reference:
  Required
- Designation:
- Unit Price:
  Required
- Quantity:
  Required
- Tax Included:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Discount 1
- Discount 2
- Warehouse:
- Additional field:
- Additional field 2:
- Shipping Reference:
- Shipping Designation:
- Shipping Unit Price:
- Shipping Quantity:
- Tax included in shipping Price:
- Tax Percentage in Shipping Price:
- Shipping Tax Region:
- Shipping Fee Discount 1:
- Shipping Fee Discount 2:
- Shipping additional Field:
- Shipping additional Field 2:
Action
Write
- Reference:
  Required
- Designation:
  Required
- Unit Code:
- Family:
- Unit Price:
- Tax included:
- Unit Price 2:
- Tax included 2:
- Unit Price 3:
- Tax included 3:
- Unit Price 4:
- Tax included 4:
- Unit Price 5:
- Tax included 5:
- Agreed Price:
- Tax Included Agreed Price:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Is Service:
- Stock:
- Observations:
- Component(s) reference:
- Component(s) designation:
- Component(s) quantity:
- Component(s) fixed quantity:
- Component(s) observations:
Action
Write
- Summary:
  Required
- Start date:
  Required
- End date:
  Required
- Type:
- Priority:
- Description:
  Required
- Summary:
- URL:
Action
Write
- Reference:
  Required
- Designation:
- Unit Code:
- Family:
- Category
- Brand
- Model
- Unit Price1:
- Tax included1:
- Unit Price2:
- Tax included2:
- Unit Price3:
- Tax included3:
- Unit Price4:
- Tax included4:
- Unit Price 5:
- Tax included 5:
- Agreed Price:
- Tax Included Agreed Price:
- Tax Exemption Code:
- Tax Percentage:
- Tax Region:
- Is Service:
- Stock:
- Observations:
- Component(s) reference:
- Component(s) designation:
- Component(s) quantity:
- Component(s) fixed quantity:
- Component(s) observations:
Action
Write
- Options:
  Required
- Analysis id:
  Required
- Number:
- Name:
- Value:
Action
Search
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

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Connect PHC GO and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your PHC GO to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About PHC GO

PHC GO is more than just online management software. It is the perfect ally for your day-to-day: zero initial investment, cloud management, continuous updating and high-speed transformation. Sales, purchases, treasury, legal obligations and much more.

HelpHelp

Related categories

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Zapier Interfaces

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

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)Zoho

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Zapier Interfaces

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

Connect PHC GO and Zoho CRM to power AI-driven automation

Launch your first automated workflow

Add new Zoho CRM contacts to PHC GO as customers

Add new Zoho CRM contacts to PHC GO as customers

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect PHC GO and Zoho CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Connect PHC GO to Zoho CRM on the world's largest no-code automation platform