Sertifier + Zoho CRM

Sertifier + Zoho CRM integrations

Issue Sertifier certificates for new Zoho CRM module entries

Activate this Zapier template to automatically issue Sertifier certificates or badges for new Zoho CRM entries in a specific module. This integration lets you manage your credential workflows without having to leave your CRM platform!

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Add & Publish CredentialAdds, and if wanted publishes, a Credential to a Campaign.
ActionWrite

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More things you can do with Zoho CRM and Sertifier

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

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 Badge Design
Triggers when a new badge design is created.
Trigger
Polling
Try It
New Certificate Design
Triggers when a new certificate design is created.
Trigger
Polling
Try It
New Email Template
Triggers when new email template is created.
Trigger
Polling
Try It
- Title
  Required
- Detail
  Required
- Certificate Design
- Badge Design
- Email Template
  Required
- Email From Name
  Required
- Email Subject
  Required
- Email From Address
- Private Campaign
Action
Write
- Credential Id or Certificate No
  Required
Action
Write
- Credential ID
  Required
- Recipient Name
- Issue Date
- Expire Date
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
New Attributes
Triggers when a new Attribute is created.
Trigger
Polling
Try It
New Campaign
Triggers when a new Campaign is created.
Trigger
Polling
Try It
New Detail
Triggers when new Detail is created.
Trigger
Polling
Try It
- Search Term
  Required
Trigger
Polling
Try It
- Type
  Required
- Title
  Required
- Description
  Required
- Duration Number
  Required
- Duration Type
  Required
- Cost
  Required
- Expiry Date
- Send Expiry Date Emails
- Level
  Required
- Earning Criteria
  Required
- Skills
  Required
Action
Write
- Campaign
  Required
- Name
  Required
- Email
- Issue Date
- Expire Date
- Quick Publish
  Required
- External ID
Action
Write

About Sertifier

Sertifier is a digital credentialing platform, enabling digital certificate & badge management and verification for organizations.

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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.

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CRM (Customer Relationship Management)

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