Revaluate + Zoho CRM

Revaluate + Zoho CRM integrations

Create Revaluate contacts for new or updated Zoho CRM contacts

Effortlessly keep your contacts in sync between Zoho CRM and Revaluate with this seamless workflow. Whenever you create or update a contact in Zoho CRM, this automation will instantly create a new contact in Revaluate. Stay organized and up-to-date without manual data entry, giving you more time to focus on growing your business.

When this happens...
New or Updated ContactTriggers 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.
TriggerPolling
automatically do this!
Create ContactCreates a Contact
ActionWrite

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More things you can do with Zoho CRM and Revaluate

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

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
Contact Descend 80
Triggers when a contact whose score was above 80, drops below 80.
Trigger
Instant
Try It
- Contact Name
  Required
- Contact Email
  Required
- Contact Address
- Contact External ID
- Contact Phone Number
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
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
Contact Ascend 80
Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.
Trigger
Instant
Try It
Contact Weekly Score Trigger
Triggers weekly to allow for updating of all contact scores in an external system.
Trigger
Instant
Try It

About Revaluate

Revaluate is an artificial intelligence platform for the real estate and mortgage industries that helps agents and loan officers know when they contacts are likely to move.

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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.

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CRM (Customer Relationship Management)

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