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Salesloft + Zoho CRM

Salesloft + Zoho CRM

Salesloft + Zoho CRM integrations

Tag Zoho CRM contacts based on Salesloft task activity

Automate your contact management process by adding tags to your Zoho CRM contacts based on task actions in Salesloft. This automation ensures your CRM stays organized and updated with relevant tags for each contact, improving efficiency and streamlining your workflow.

When this happens...
Task Created, Completed or DeletedTriggers when an event occurs for a task. Supports created, completed and deleted task events.
TriggerInstant
automatically do this!
Add TagAdd new tag to existing module entries
ActionWrite

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More things you can do with Salesloft and Zoho CRM

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

- Event_type
  Required
Trigger
Instant
Try It
- Event_type
  Required
Trigger
Instant
Try It
- Event_type
  Required
Trigger
Instant
Try It
- Event_type
  Required
Trigger
Instant
Try It
- Event_type
  Required
Trigger
Instant
Try It

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Search_by
  Required
- Search_term
  Required
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
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

- Event_type
  Required
Trigger
Instant
Try It
- Event_type
  Required
Trigger
Instant
Try It
- Event_type
  Required
Trigger
Instant
Try It
- Event_type
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Email_address
- Secondary_email_address
- Personal_email_address
- Phone
- Phone_extension
- Mobile_phone
- Home_phone
- Person Stage
- Account
- Owner
- City
- State
- Country
- Work location - city
- Work location - state
- Work location - country
- Company Name
- Company Website
- Company Industry
- Job Title
- Linkedin_url
- Job_seniority
- Do_not_contact
- Eu_resident
- Time Locale
- Personal_website
- Twitter_handle
- Tags
- Contact_restrictions
Action
Write
- Search_by
  Required
- Search_term
  Required
Action
Search
- Search_by
  Required
- Search_term
  Required
- First Name
- Last Name
- Email_address
- Secondary_email_address
- Personal_email_address
- Phone
- Phone_extension
- Mobile_phone
- Home_phone
- Person Stage
- Account
- Owner
- City
- State
- Country
- Work location - city
- Work location - state
- Work location - country
- Company Name
- Company Website
- Company Industry
- Job Title
- Linkedin_url
- Job_seniority
- Do_not_contact
- Eu_resident
- Time Locale
- Personal_website
- Twitter_handle
- Tags
- Contact_restrictions
Action
Search or 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

About Salesloft

Salesloft is a sales engagement platform designed to help sales teams drive more revenue and improve their sales processes.

Related categories

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

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CRM (Customer Relationship Management)

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