shopVOX + Zoho CRM

shopVOX + Zoho CRM integrations

Create sales leads in shopVOX from new or updated leads in Zoho CRM

Stay ahead of your sales game with this workflow. When a new or updated lead hits your Zoho CRM, it instantly creates a sales lead in your shopVOX app. This efficient process ensures no leads fall through the cracks, helping you manage your sales leads easily and effectively. Let your software do the work, and you focus on closing those deals!

When this happens...
New or Updated LeadTriggers 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.
TriggerPolling
automatically do this!
Create Sales LeadCreates a Sales Lead in shopVOX.
ActionWrite

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More things you can do with Zoho CRM and shopVOX

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

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
- Company Name
  Required
- Legal Name
- Divistion Name
- Email Attrs Emailable Type
- Phones Attrs Ext
- Contact Attrs Title
- Contact Attrs Name
- Contact Attrs Email
- Contact Attrs Phone
- Contact Attrs Ext
- Marketing Area Name
- Primary Contact Name
- Taxable
- Do Not Call
- Stop Supply
- Status
- Primary Phone
- Posted
- Phone Extension
- Primary E-Mail
- Another E-Mail
- Another E-Mail Type
- Another Phone
- Another Phone Type
- Address Name
- Address Type
- Street
- Street 2
- City
- Zip
- State
- Country
- Addresses Attrs Suburb
- Addresses Attrs Attention To
- Lead Source Name
- Pricing Level
- Credit Limit
- Discount
- Tax Exempt Code
- Tax Exempt Expiration Date
- Account Number
- Legacy
- Facebook
- Twitter
- Website
- Licence Number
- Local File
- Toll Free Number
- Background Info
- Enable Web Store
- Special Info
- Other Info
- Sales Tax Name
- Enable Customer Portal
- Enable Job Board View
- Enable Customer Portal Ordering
- Category Name
- Group Name
- Term Code
Action
Write
- Sales Lead Title
  Required
- Pipeline Name
  Required
- Qualified
- Pipeline Stage
- Contact Full Name
- Contact Email
- Contact Phone
- Company Name
- Description
- Expected Close Date
- Deal Value
- Lead Source
- Lead Source Name
- Sales Rep Name
- Lead Status
- Next Contact Date
Action
Write
- Search Term
  Required
Action
Search
- Search Term
  Required
- Company Name
  Required
- Legal Name
- Divistion Name
- Email Attrs Emailable Type
- Phones Attrs Ext
- Contact Attrs Title
- Contact Attrs Name
- Contact Attrs Email
- Contact Attrs Phone
- Contact Attrs Ext
- Marketing Area Name
- Primary Contact Name
- Taxable
- Do Not Call
- Stop Supply
- Status
- Primary Phone
- Posted
- Phone Extension
- Primary E-Mail
- Another E-Mail
- Another E-Mail Type
- Another Phone
- Another Phone Type
- Address Name
- Address Type
- Street
- Street 2
- City
- Zip
- State
- Country
- Addresses Attrs Suburb
- Addresses Attrs Attention To
- Lead Source Name
- Pricing Level
- Credit Limit
- Discount
- Tax Exempt Code
- Tax Exempt Expiration Date
- Account Number
- Legacy
- Facebook
- Twitter
- Website
- Licence Number
- Local File
- Toll Free Number
- Background Info
- Enable Web Store
- Special Info
- Other Info
- Sales Tax Name
- Enable Customer Portal
- Enable Job Board View
- Enable Customer Portal Ordering
- Category Name
- Group Name
- Term Code
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
- Name
  Required
- Company Name
- Company ID
- Title
- Department
- Pager Number
- Unsubscribe
- Website
- Blog
- Facebook
- Twitter
- LinkedIn
- Email
- Phone
- Phone Extension
- Background Information
- Enable Customer Portal
- Login to Customer Portal
- Password to Customer Portal
- Email Attrs Email
- Email Attrs Type
- Phones Attrs Phone
- Phones Attrs Phone Type
- Phones Attrs Ext
- Address Type
- Address Name
- Addresses Attrs Attention To
- Street
- Street 2
- Addresses Attrs Suburb
- City
- State
- ZIP From Foreign Country
- Zip
- Country
Action
Write
- Company Name
  Required
- Job name
  Required
- Due date from
  Required
- Due date
  Required
- Quantity
  Required
- Workflow Template Name
  Required
- Completed Quantity
- Priority
- Description
- Primary Contact
- Customer Po Number
- Shipping Method Name
- Special Info
- Due date to
- Production due date
- Hard due date
- Customer due date
- Art due date
- Install due date
- Shipping due date
- In hand due date
- Delivery due date
- Production Manager Name
- Project Manager Name
- Sales Rep
- Designer
- Estimator
Action
Write
- Company Name
  Required
- Due Date
  Required
- Description
- Project ID
- Workflow State
- Shipping Date
- Customer Po Number
- Customer Po Date
- Shipping Method Name
- Shipping Address Attention To
- Billing Address Attention To
- Shipping Tracking
- Payment Method Name
- Term Code Name
- Downpayment Percent
- Estimator Name
- Void Reason
- Special Notes
- Title
- Transaction Date
- Sales Rep
- Project Manager Name
- Production Manager Name
- Item Name
  Required
- Line Items Position
- Line Items UOM
- Line Items Price in Cents
- Line Items Total Price in Cents
- Line Items Tax Rate
- Line Items Tax Agency
- Line Items Tax Code
- Line Items Product Type
- Line Items Taxable
- Line Items Sale Type
- Line Items Price By
- Line Items Referral Flag
- Line Items DiscountInCents
- Line Items DiscountPercent
- Line Items DiscountIsPercentage
- Item Description
- Product Name
- Product ID
- Quantity
- Unit Cost
- Unit Price
- Total Price
- Shipping Address Name
- Shipping Address Street
- Shipping Address Street1
- Shipping Address City
- Shipping Address State
- Shipping Address Zip
- Shipping Address Country
- Billing Address Zip
- Billing Address Name
- Billing Address Street
- Billing Address Street1
- Billing Address City
- Billing Address State
- Billing Address Country
Action
Write
- Customer Name
  Required
Action
Search
- Customer Name
  Required
- Company Name
  Required
- Legal Name
- Divistion Name
- Email Attrs Emailable Type
- Phones Attrs Ext
- Contact Attrs Title
- Contact Attrs Name
- Contact Attrs Email
- Contact Attrs Phone
- Contact Attrs Ext
- Marketing Area Name
- Primary Contact Name
- Taxable
- Do Not Call
- Stop Supply
- Status
- Primary Phone
- Posted
- Phone Extension
- Primary E-Mail
- Another E-Mail
- Another E-Mail Type
- Another Phone
- Another Phone Type
- Address Name
- Address Type
- Street
- Street 2
- City
- Zip
- State
- Country
- Addresses Attrs Suburb
- Addresses Attrs Attention To
- Lead Source Name
- Pricing Level
- Credit Limit
- Discount
- Tax Exempt Code
- Tax Exempt Expiration Date
- Account Number
- Legacy
- Facebook
- Twitter
- Website
- Licence Number
- Local File
- Toll Free Number
- Background Info
- Enable Web Store
- Special Info
- Other Info
- Sales Tax Name
- Enable Customer Portal
- Enable Job Board View
- Enable Customer Portal Ordering
- Category Name
- Group Name
- Term Code
Action
Search or write

About shopVOX

shopVOX is an all-in-one solution for managing sales, production, and operations for custom manufacturing businesses.

HelpHelp

Related categories

Accounting

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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