RingByName + Zoho CRM

RingByName + Zoho CRM integrations

Create new RingByName contacts for every Zoho CRM contact added

Easily keep your contact information organized and up-to-date in both Zoho CRM and RingByName with this handy workflow. Whenever a new contact is added in Zoho CRM, this automation creates a corresponding contact in RingByName, ensuring that your team has access to the latest contact data across both platforms. Save time and effort with this seamless connection between your CRM and phone system.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Create ContactCreates a contact.
ActionWrite

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More things you can do with Zoho CRM and RingByName

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

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
New Call Recording
Triggers when a call is recorded.
Trigger
Polling
Try It
New Missed Call
Triggers when a call is missed.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Company
- Work Phone
- Home Phone
- Cell Phone
- Fax
- Work Email
- Personal E-Mail
- Work Address
- Home Address
- Work Weblink
- Personal Weblink
- Groups
Action
Write
- Phone Number
  Required
Action
Write
- Name
  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
Call Ended
Triggers when a call ends.
Trigger
Polling
Try It
New Fax
Triggers when a new fax is received.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Voicemail
Triggers when a new voicemail is created.
Trigger
Polling
Try It
- Contact
  Required
- Content
  Required
- File
Action
Write
- Sender Fax Number
  Required
- Recipient Name
  Required
- Recipient Company
  Required
- Recipient Fax Number
  Required
- Title
  Required
- File
  Required
- Sender Name
  Required
- Cover Message
  Required
- Include Signature
Action
Write

About RingByName

RingByName is a cloud-based phone service. It helps you build stronger relationships with your customers with CRM features.

HelpHelp

Related categories

Phone & SMS

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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Related Zap Templates

Create contacts in RingByName for new or updated Zoho CRM contacts

Related Zap Templates

Create contacts in RingByName for new or updated Zoho CRM contacts