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Softr + Zoho CRM

Softr + Zoho CRM

Softr + Zoho CRM integrations

Create Zoho CRM module entries from new Softr database records

Automate your workflow by setting up a connection between Softr and Zoho CRM. When a new record is added in Softr, a module entry is created instantly in Zoho CRM. This smooth process saves you time and ensures consistent data transfer between your database and CRM.

When this happens...
Database Record AddedTriggers when a new record is added in a database.
TriggerPolling
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Softr and Zoho CRM

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

- Database
  Required
- Table
  Required
Trigger
Polling
Try It
- Domain
  Required
- Email
  Required
- Full name
- Initial Password
- Generate Magic Link
Action
Write
- Domain
  Required
- Email
  Required
Action
Write
- Database
  Required
- Table
  Required
- Record
  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

- Database
  Required
- Table
  Required
Trigger
Polling
Try It
- Database
  Required
- Table
  Required
Action
Write
- Database
  Required
- Table
  Required
- Record
  Required
Action
Write
- Database
  Required
- Table
  Required
- Field
  Required
- Operator
  Required
- Value
  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

About Softr

Softr is a no-code platform to build customer portals and internal tools powered by Airtable or Google Sheets.

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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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Related Zap Templates

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Create users in Softr from new contacts in Zoho CRM

Create Softr users from new or updated Zoho CRM contacts

Create new database records in Softr for updated module entries in Zoho CRM