Qntrl + Zoho CRM Integrations

How to connect Qntrl + Zoho CRM

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Create new jobs in Qntrl from new Zoho CRM entries
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Zoho CRM + Qntrl
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When this happens
Step 1: New/Updated Module Entry
Then do this
Step 2: Create Job
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Create new jobs in Qntrl from new Zoho CRM entries
Premium
Create new jobs in Qntrl from new Zoho CRM entries
Zoho CRM + Qntrl

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Supported triggers and actions

What does this mean?

- Organization
- Job
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- LayoutRequired
  Click the below refresh button once layout is changed
Action
Write
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
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- 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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
  Account to which the lead need to be merged.
- Overwrite
  If set to true Account name of the above selected Account will be replaced by the Company name.
- Contact ID
  Contact to which the lead need to be merged.
- Assign to
  User ID to which the new contact/account ownership to be assigned.
Action
Write
- ModuleRequired
  Select the module you want to update an entry in.
- LayoutRequired
  Select the layout you want to use to update the entry with.
- Entry IDRequired
  Entry ID to update
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
Action
Search
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a lead with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write

- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- EmailRequired
- ProfileRequired
- Roles
- Team
Action
Write
- OrganizationRequired
- JobRequired
- ContentRequired
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
  Comma separated Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
  API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a contact with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Search or write

How Qntrl + Zoho CRM Integrations Work

Step 1: Authenticate Qntrl and Zoho CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Qntrl + Zoho CRM

About Qntrl

Qntrl is a business orchestration platform to design, automate, and analyze all your business processes. From everyday workflows to complex activities, Qntrl lets you plan every detail and track the progress of tasks as they move through your team.

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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.

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Qntrl + Zoho CRM Integrations

How to connect Qntrl + Zoho CRM

Create new jobs in Qntrl from new Zoho CRM entries

Create new jobs in Qntrl from new Zoho CRM entries

Connect your apps and automate workflows

New Job Comment

Organization

Job

New User

OrganizationRequired

Create Job

OrganizationRequired

LayoutRequired

New Contact

New Module Entry

ModuleRequired

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?

New Job

OrganizationRequired

Add User

OrganizationRequired

EmailRequired

ProfileRequired

Roles

Team

Post Comment

OrganizationRequired

JobRequired

ContentRequired

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