Skip to content

SideDrawer + Zoho CRM

SideDrawer + Zoho CRM

SideDrawer + Zoho CRM integrations

Update module entries in Zoho CRM when new info request plans are completed in SideDrawer

This workflow instantaneously updates your Zoho CRM module entry as soon as your Info Request Plan is completed in the SideDrawer app. It makes your information management more efficient by eliminating the need for manual data entry. It enables you to focus more on nurturing your leads and achieving your sales targets. Stay organized, save time, and enhance your productivity with this seamless integration.

When this happens...
Info Request Plan CompleteTriggers when an Info Request Plan is complete.
TriggerInstant
automatically do this!
Update Module EntryUpdate existing entry in the selected module
ActionWrite

Start free with email

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with SideDrawer and Zoho CRM

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

- Tenant ID
  Required
- SideDrawer ID
- Folder (Record) ID
Trigger
Instant
Try It
- Tenant ID
  Required
- SideDrawer ID
Trigger
Instant
Try It
- SideDrawer
  Required
- Collaborator Email
  Required
- Collaborator First Name
- Collaborator Last Name
- SideDrawer Role
  Required
- Professional Relationship
  Required
Action
Write
- Tenant ID
  Required
- SideDrawer ID
  Required
- External ID Name
  Required
- External ID
  Required
- Skip duplicate external IDs?
  Required
Action
Write
- SideDrawer Id
  Required
- Reminder name
  Required
- Who should receive this Reminder?
  Required
- Custom message for recipient
  Required
- When do you want to send this Reminder?
  Required
- Add a recurrence to your reminder
Action
Write

- Tenant
  Required
Action
Write
- Tenant
  Required
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
- 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

- Tenant ID
  Required
- SideDrawer ID
- Days since sent
  Required
- Minimum completion %
  Required
Trigger
Instant
Try It
- Plan Request Item Filter
  Required
Trigger
Instant
Try It
- Tenant
- SideDrawer Role
  Required
- Professional Relationship
  Required
Action
Write
- SideDrawer
  Required
Action
Write
- SideDrawer ID
  Required
- Select the Tile (Organizational Category) for this file
  Required
- Record name
- Who should receive this Request?
  Required
- Custom message for recipient
- When do you want to send this Simple File Request?
  Required
- Add a recurrence to your reminder?
Action
Write
- Tenant
  Required
Action
Write
- SideDrawer
  Required
- File Name
  Required
- File
  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

About SideDrawer

SideDrawer is a collaborative digital vault platform designed for efficiency & privacy.

Related categories

File Management & Storage

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier