SafetyCulture + Zoho CRM

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...
Inspection Completed
Triggers when an inspection from a selected template is completed.
TriggerPolling
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

Action Created
Triggers when an action is created.
Trigger
Polling
Try It
Any Inspection Completed
Triggers when any inspection is completed.
Trigger
Polling
Try It
- Template NameRequired
Trigger
Polling
Try It
- Inspection IDRequired
- Export IDRequired
Action
Write
- InspectionRequired
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
Action
Write

- Inspection IDRequired
- Inspection report formatRequired
- Report layout
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

- 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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

Any Inspection Completed (Advanced)
Triggers when any inspection is completed. Advanced provides additional fields.
Trigger
Polling
Try It
- TemplateRequired
Trigger
Polling
Try It
- Inspection IDRequired
Action
Write
- Inspection IDRequired
Action
Write
- TemplateRequired
Action
Write
- Email addressRequired
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
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- 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 more

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 more

SafetyCulture + Zoho CRM

Create new Zoho CRM module entries from completed SafetyCulture inspections

Action Created

Any Inspection Completed

Inspection Completed

Get Exported Inspection Report

Share Inspection

Start Inspection Report Export

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Any Inspection Completed (Advanced)

Inspection Completed (Advanced)

Create Inspection Edit Link

Create Public Inspection Report Link

Start Inspection

Find User

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About SafetyCulture

Related categories

About Zoho CRM

Related categories

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Zapier Interfaces