SmartReach + Zoho CRM

SmartReach + Zoho CRM integrations

Assign new or updated Zoho CRM contacts to campaigns in SmartReach

Effortlessly maintain consistent communication with your prospects using this automation that connects Zoho CRM and SmartReach. Whenever a new or updated contact is added in Zoho CRM, this workflow will assign the prospect to a specific campaign in SmartReach. Stay on top of your outreach game and ensure a seamless management of your contacts and campaigns.

When this happens...
New or Updated ContactTriggers 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.
TriggerPolling
automatically do this!
Assign Prospect to CampaignAssigns prospect to a campaign.
ActionWrite

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More things you can do with Zoho CRM and SmartReach

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

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 Campaign Completed for Prospect
Triggers when a campaign is completed for a prospect.
Trigger
Instant
Try It
Email Sent
Triggers when an email is sent to a prospect.
Trigger
Instant
Try It
Updated Prospect Category
Triggers when a prospect's category is updated.
Trigger
Instant
Try It
New Opt Out From Campaign
Triggers when a prospect opts out of a campaign via opt-out link.
Trigger
Instant
Try It
- Email
  Required
- Tags (give comma-separated tags e.g.: tag1,tag2)
  Required
Action
Write
- Domain
  Required
Action
Write
- Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Email
  Required
Action
Search

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 Link Click
Triggers when a prospect clicks a link (if click tracking is enabled on the campaign).
Trigger
Instant
Try It
New Invalid Email
Triggers when a prospect's email is found to be invalid.
Trigger
Instant
Try It
New Opened Email
Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign).
Trigger
Instant
Try It
New Reply
Triggers when a new reply is received.
Trigger
Instant
Try It
Create Prospect
Creates a prospect.
Action
Write
Assign Prospect to Campaign
Assigns prospect to a campaign.
Action
Write
- Email
  Required
Action
Write
- Email
  Required
- Tags (give comma-separated tags e.g.: tag1,tag2)
  Required
Action
Write
Update Prospect
Updates an existing prospect based on email address.
Action
Write
- Email
  Required
Action
Search or write

About SmartReach

SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.

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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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