respond.io + Zoho CRM

Convert new respond.io conversations into leads in Zoho CRM

Streamline your sales process with this workflow. When a new conversation is started in respond.io, it prompts the creation of a lead in Zoho CRM. This process eliminates the need for manual data entry, allowing your team to focus on nurturing leads and driving sales. Make your customer engagement effective and efficient with this automation.

When this happens...
Conversation Opened
Triggers when a conversation is opened.
TriggerInstant
automatically do this!
Convert Lead
Convert an existing lead to contact and account
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Assignee Updated
Triggers when the assignee of a Contact is updated.
Trigger
Instant
Try It
- Contact Field Type
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
New Contact
Triggers when new Contact is created.
Trigger
Instant
Try It
- Message Type
- Source of the Event
Trigger
Instant
Try It

- Identifier TypeRequired
- TagsRequired
Action
Write
- NameRequired
- Description
- Slug
- TypeRequired
Action
Write

- Identifier TypeRequired
Action
Write
- Identifier TypeRequired
- Channel TypeRequired
- Message TypeRequired
Action
Write
- Identifier TypeRequired
- Assignment TypeRequired
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier TypeRequired
Action
Search
- Identifier TypeRequired
- Message IdRequired
Action
Search
- Search
Action
Search
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

Contact Tag Updated
Triggers when Tag(s) are removed or added on a Contact.
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
New Comment
Triggers when a new comment is posted to a conversation.
Trigger
Instant
Try It
- Message Type
Trigger
Instant
Try It
- Identifier TypeRequired
- CommentRequired
Action
Write
- Identifier TypeRequired
- Contact's First NameRequired
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier TypeRequired
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier TypeRequired
Action
Write
- Identifier TypeRequired
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier TypeRequired
- Conversation StatusRequired
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier TypeRequired
Action
Search
- Custom Field IDRequired
Action
Search
- User IDRequired
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

About respond.io

respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

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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Pipedrive

CRM (Customer Relationship Management)

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Zapier Interfaces

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By team

respond.io + Zoho CRM

Convert new respond.io conversations into leads in Zoho CRM

Contact Assignee Updated

Contact Updated

Contact Field Type

Conversation Opened

Source of the Event

New Contact

New Outgoing Message

Message Type

Source of the Event

Add Tags

TagsRequired

Create Custom Field

NameRequired

Description

Slug

TypeRequired

Delete Contact

Identifier TypeRequired

Send Message

Identifier TypeRequired

Channel TypeRequired

Message TypeRequired

Assign or Unassign Conversation

Identifier TypeRequired

Assignment TypeRequired

Get All Channels

Optional

Get All Custom Fields

Optional

Find Contact

Identifier TypeRequired

Find Message

Identifier TypeRequired

Message IdRequired

Get Many Contacts

Search

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?

Contact Tag Updated

Conversation Closed

Source of the Event