SafetyCulture + Zoho CRM

SafetyCulture + Zoho CRM integrations

Create new Zoho CRM module entries from completed SafetyCulture inspections

Improve your customer relationship management with this efficient workflow. Once an inspection is completed in the SafetyCulture app, a new module entry is instantly created in Zoho CRM. This allows for streamlined sharing of critical safety information, enhancing efficiency and collaboration in your team. Boost your productivity and keep your CRM updated with this seamless connection between SafetyCulture and Zoho CRM.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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More things you can do with SafetyCulture and Zoho CRM

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

Action Created
Triggers when an action is created.
Trigger
Polling
Try It
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
Action
Write
- Template
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

- Template
Trigger
Polling
Try It
- Inspection ID
  Required
- Export ID
  Required
Action
Write
- Inspection
  Required
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
Action
Write
- Inspection ID
  Required
- Inspection report format
  Required
- Report layout
Action
Write
- Email address
  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 SafetyCulture

SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.

Learn moreLearn moreHelpHelp

Related categories

Product Management

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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