RepairDesk + Zoho CRM

RepairDesk + Zoho CRM integrations

Convert new RepairDesk customers into leads in Zoho CRM

Boost your sales process with this efficient workflow. When a new customer is added in RepairDesk, their information is instantly transferred over to Zoho CRM as a fresh lead. No more copying and pasting between platforms, this automation ensures potential customer information is swiftly moved where it needs to be, letting you focus on converting those leads into sales.

When this happens...
New CustomerTriggers when a new customer is created on RepairDesk.
TriggerPolling
automatically do this!
Convert LeadConvert an existing lead to contact and account
ActionWrite

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More things you can do with RepairDesk and Zoho CRM

Discover other triggers and actions you can use with RepairDesk and Zoho CRM

Employee Commission
Triggers when commission is assigned to an employee
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created on RepairDesk.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created on RepairDesk.
Trigger
Polling
Try It
New Ticket
Triggers when a new ticket is created on RepairDesk.
Trigger
Polling
Try It
Ticket Status Change
Triggers when ticket status is changed on RepairDesk.
Trigger
Polling
Try It

- Firt Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address Line 1
- Address Line 2
- Post Code
- City
- State
- Country
- Organisation
- Driving Licence
- Contact Person
- Tax Number
- Network
Action
Write
- Firt Name
- Last Name
- Email Address
- Mobile Number
- Postal Address
- Address
- Referred By
- Repair Type
- IMEI
- Serial
- Task
- Price
- Tax
- Additional Task
- Service Type
- Customer Notes
- Security Code
- Start Time
- End Time
Action
Write

- Ticket Device Id
- Ticket Id
- Status
  Required
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
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

Inventory Updated
Triggers when Inventory stock or prices updated on RepairDesk
Trigger
Polling
Try It
New Inventory Item
Triggers when a new inventory item is created on RepairDesk
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created on RepairDesk.
Trigger
Polling
Try It
New Payment Added
Triggers when a new payment is added on RepairDesk.
Trigger
Polling
Try It
- Invoice Integer Id
- Invoice Order Id
- Payment Method
  Required
- Amount
  Required
- Notes
- Transaction Id
Action
Write
- FIrst Name
- Last Name
- Email Address
- Mobile Number
- Phone Number
- Address Line 1
- Address Line 2
- Line Item Name
  Required
- Price
- Tax
- Cost Price
- Quantity
- Description
Action
Write
- First Name
- Last Name
- Email Address
- Mobile Number
- Phone Number
- Address Line 1
- Address Line 2
- Post Code
- Referred By
- Task
- Price
- Tax
- Internal Notes
- Imei
- Serial
- Diagnostic Notes
- Due On
- Status
Action
Write
- Keyword
  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
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

About RepairDesk

RepairDesk is an all-in-one repair shop management platform that helps cell phone repair shops easily manage repair jobs, inventory, customers, and much more.

Learn moreLearn moreHelpHelp

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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

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CRM (Customer Relationship Management)

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