Podia + Zoho CRM

Create and enroll new Zoho CRM contacts as customers in Podia

Effortlessly streamline your customer onboarding process with this workflow that connects Zoho CRM and Podia. When you add a new contact in Zoho CRM, this automation enrolls them as a customer in Podia, saving you time and ensuring a seamless experience for your newly acquired clients. Keep your customer data organized and up-to-date with this efficient solution.

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!
Sign Someone Up for a Product
Adds someone to your audience and sign them up to a specific product (Only available on Podia Shaker plan).
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
Someone Leaves Community
Triggers when a community member cancels their plan (Unavailable on Podia Free).
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Product Signed Up For
Triggers when someone signs up for a free or paid product (Unavailable on Podia Free).
Trigger
Instant
Try It
- ProductRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
- PlanRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
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
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
Someone Joins Community
Triggers when someone joins a free or paid community plan (Unavailable on Podia Free).
Trigger
Instant
Try It
- Waitlist
Trigger
Instant
Try It
- EmailRequired
- Notify customerRequired
- Cancel subscription at the end of current periodRequired
Action
Write
- Tag
- EmailRequired
- First name
- Last name
- Full name
Action
Write
- WaitlistRequired
- EmailRequired
- First name
- Last name
- Full name
Action
Write

About Podia

Podia lets anyone sell memberships, online courses and digital downloads online.

Learn more

Related categories

Online Courses

About Zoho CRM

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

Help

Related categories

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Podia + Zoho CRM

Create and enroll new Zoho CRM contacts as customers in Podia

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?

Someone Leaves Community

Someone Gets Tagged

Tag

Product Signed Up For

Sign Someone Up for a Product

ProductRequired

EmailRequired

First Name

Last Name

Send Registration EmailRequired

Add Someone to Your Community

PlanRequired

EmailRequired

First Name

Last Name

Send Registration EmailRequired

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters