PHC GO + Zoho CRM

Add new Zoho CRM contacts to PHC GO as customers

Easily manage your customer information by connecting Zoho CRM and PHC GO with this workflow. Whenever a new contact is added in Zoho CRM, a customer will be created in PHC GO, streamlining your data organization and saving you time on manual data entry. Stay organized and focus on building customer relationships with this seamless 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.
TriggerScheduled
automatically do this!
Create Customer
Triggers when a new customer is created or updated in the PHC GO software.
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
Insert/ Update Customer
Triggers when a new customer is created or updated in the PHC GO software.
Trigger
Instant
Try It
Delete Calendar Event
Triggers when a new calendar event is deleted in the PHC GO software.
Trigger
Instant
Try It
Insert/ Update Calendar Event
Triggers when a new calendar event is created in the PHC GO software.
Trigger
Instant
Try It
Inactive Article
Triggers when a product/ article it's set to inactive in the PHC GO software.
Trigger
Instant
Try It
Insert Article
Triggers when a new article/ service/ product is created in the PHC GO software.
Trigger
Instant
Try It
Insert Task
Triggers when a new task is created in the PHC GO software.
Trigger
Instant
Try It
Update Article
Triggers when a new article/ service/ product is updated in the PHC GO software.
Trigger
Instant
Try It
- 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
- TitleRequired
- 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
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
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
Try It
- Choose the series of Order:
Trigger
Instant
Try It
Inactive Customer
Triggers when a customer/ subscriber it's set to inactive in the PHC GO software.
Trigger
Instant
Try It
Insert Customer
Triggers when a new customer is created in the PHC GO software.
Trigger
Instant
Try It
Insert/ Update Article
Triggers when a new article/ service/ product is created or updated in the PHC GO software.
Trigger
Instant
Try It
Update Customer
Triggers when a new customer is updated in the PHC GO software.
Trigger
Instant
Try It
- 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:
- 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

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.

Help

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About Zoho CRM

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

Help

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PRODUCTS

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PHC GO + Zoho CRM

Add new Zoho CRM contacts to PHC GO as customers

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?

Insert/ Update Customer

Delete Calendar Event

Insert/ Update Calendar Event

Inactive Article

Insert Article

Insert Task

Update Article

Cancel Order

Document Type:Required

Document Number:Required

Reason for Cancellation:Required

Create Customer

Name:Required

Number:

Country:

City:

Address:

Postal Code:

Email:

Mobile Phone:

Tax Number:

IBAN:

Observations:

Create Order

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