Sortd for Gmail + Zoho CRM

Sortd for Gmail + Zoho CRM integrations

Assign tasks in Sortd for Gmail for new module entries in Zoho CRM

Stay on top of your workflow by linking your Zoho CRM to Sortd for Gmail. With this automation, every time a new module entry is added in your Zoho CRM, a task is instantly assigned in your Sortd for Gmail, ensuring you never miss a new customer or client. This streamlines your process, saving you time and enhancing customer engagement.

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Assign a TaskAssign a Task to a member of the Sortd Board on which the Task exists
ActionWrite

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More things you can do with Zoho CRM and Sortd for Gmail

Discover other triggers and actions you can use with Zoho CRM and Sortd for Gmail

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
- Team
  Required
- Board
  Required
Trigger
Instant
Try It
- Team
  Required
- Board
  Required
Trigger
Instant
Try It
- Team
  Required
- Board
  Required
- List
  Required
Trigger
Instant
Try It
- Task Id
  Required
- Assignee Email Address
  Required
Action
Write
- Team
  Required
- Board
  Required
- Board List
  Required
- Task Title
  Required
- Deadline
- Task Description
Action
Write
- Task Id
  Required
Action
Write
- Task Id
  Required
- Assigned Email Address
  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
- Team
  Required
- Board
  Required
Trigger
Instant
Try It
- Team
  Required
- Board
  Required
Trigger
Instant
Try It
- Team
- Board
  Required
- List
  Required
Trigger
Polling
Try It
- Team
  Required
- Board
  Required
- List
  Required
Trigger
Instant
Try It
- Task Id
  Required
Action
Write
- Team
  Required
- Board
  Required
- List
  Required
- Thread Id
  Required
- Message Id
  Required
- Title
  Required
- TaskType
  Required
- Archive Email Thread
  Required
Action
Write
- Task Id
  Required
- Team
- Board
- List Id
  Required
Action
Write

About Sortd for Gmail

Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows

HelpHelp

Related categories

Team Collaboration

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)

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Related Zap Templates

Create tasks in Sortd for Gmail from new module entries in Zoho CRM

Related Zap Templates

Create tasks in Sortd for Gmail from new module entries in Zoho CRM