Postal.io + Zoho CRM

Postal.io + Zoho CRM integrations

Send items in Postal.io for new module entries in Zoho CRM

Experience a seamless workflow between Zoho CRM and Postal.io with this automation. When a new module entry is added in Zoho CRM, it initiates the process of sending an item in Postal.io. This streamlines your tasks, providing an efficient way to manage and grow your customer relationships. No more manually transferring data between the two platforms - save time and focus more on your business growth.

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Send an ItemSend an item from your Postal account. You can configure if you want to send this via an email or directly in the Postal App's Trigger Setup.
ActionWrite

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More things you can do with Zoho CRM and Postal.io

Discover other triggers and actions you can use with Zoho CRM and Postal.io

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
Budget Status
Triggers when the budget is below the alert threshold set under Settings.
Trigger
Polling
Try It
Get Postal Status
Triggers when the item has been redeemed, has not been redeemed, or is about to expire.
Trigger
Polling
Try It
New Event Registrant
Triggers when an attendee registers for a Postal Event.
Trigger
Polling
Try It
New Postal Sent
Triggers when an order is placed through our marketplace.
Trigger
Polling
Try It

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
Send Item Status
Triggers when an item is low stock, out of stock, disabled.
Trigger
Polling
Try It
Campaign Status
Triggers when the status of a campaign has changed.
Trigger
Polling
Try It
Integration Status
Triggers when an integration has been turned on, off, or disconnected.
Trigger
Polling
Try It
New Approved Item
Triggers when a new item has been added to your Items in the Marketplace.
Trigger
Polling
Try It
- Trigger
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Custom Field 1
Action
Write

About Postal.io

Postal.io automates the offline for Sales & Marketing

HelpHelp

Related categories

Marketing

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

Zoho

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Create and send Postal.io items for new or updated Zoho CRM contacts

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Create new Zoho CRM module entries from new Postal.io postals sent