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SegMetrics + Zoho CRM

SegMetrics + Zoho CRM

SegMetrics + Zoho CRM integrations

Add new Zoho CRM contacts to SegMetrics

This is the template to use if you're using the paid version of Zoho CRM. This will allow you to update/create a contact in SegMetrics as soon as a new contact is created/edited in Zoho.

When this happens...
New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.
TriggerInstant
automatically do this!
Add or Update a ContactAdd or update a contact into SegMetrics.
ActionWrite

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More things you can do with Zoho CRM and SegMetrics

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

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
- URL
  Required
- Email
- Contact Id
- Referrer
Action
Write
- Contact Id
- Contact Email Address
- First Name
- Last Name
- Date Created
- Last Updated
- Tags
- Affiliate Id
Action
Write
- Contact Id
- Contact Email Address
- Tags
  Required
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 Id
- Contact Email
- Invoice Id
  Required
- Invoice Date
  Required
- Invoice Total
  Required
- Invoice Amount Paid
  Required
- Is Refunded
- Product Name
  Required
- Product Id
  Required
- Product Price
  Required
Action
Write
- Contact Id
- Contact Email
- Subscription Id
  Required
- Subscription Amount
  Required
- Product Id
  Required
- Billing Cycle
  Required
- Billing Frequency
  Required
- Start Date
  Required
- Last Bill Date
  Required
- End Date
- Canceled Date
- Trial End Date
Action
Write
- Date
  Required
- Ad Spend
  Required
- Impressions
- Clicks
- Ad Id
  Required
- Ad Name
  Required
- AdCampaign Id
  Required
- AdCampaign Name
  Required
- AdSet Id
- AdSet Name
Action
Write
- Contact Id
- Contact Email Address
- Tags
  Required
Action
Write

About SegMetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

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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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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