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SubcontractorHub + Zoho CRM

SubcontractorHub + Zoho CRM

SubcontractorHub + Zoho CRM integrations

Create new module entries in Zoho CRM for new customers in SubcontractorHub

Start managing your client relationships efficiently with this automation between SubcontractorHub and Zoho CRM. Whenever you acquire a new customer in SubcontractorHub, this workflow will promptly create a new module entry in Zoho CRM, ensuring that you can keep your records up-to-date without needing to manually transfer information between the two platforms. Focus on your customer relationships, not data entry, and let this convenient workflow streamline your process.

When this happens...
New CustomerTriggers when a new customer is added.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with SubcontractorHub and Zoho CRM

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

Select Active Users
get the list of active users for the selected organization
Trigger
Polling
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Material Name
- Description
- Delivery Type
- Manufacturer
  Required
- SKU
  Required
- Part Number
  Required
- Type
  Required
- Job Type
  Required
- Pack Size
  Required
- Quantity
  Required
- Active
- No Of Item
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
- Country Code
- Job Type
  Required
- Organization
  Required
- Lead Source
- Lead Sub Source
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Qualifying Representative
- Campaign Number
- Lead Score
- Custom Fields
- Select Owner
- Owner Email
Action
Write

- Job Type
  Required
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Module Name
  Required
- Module Watts
  Required
- Module Total Panels
  Required
- Battery Name
  Required
- Battery Price
  Required
- Battery Size (kwh)
  Required
- Battery Quantity
  Required
- Organization
  Required
- External Id
  Required
- Territory
  Required
- Finance Partner
- Finance Rate
- Finance Term
- Finance Escalator
- Down Payment
- Contract Amount
- Financed Amount
- Utility Company
- System Size
- Annual Usage
- Annual Production
- Contract URL
- Shade Report URL
- Design URL
- Contract Signed Date
- Sales Rep Full Name
- Sales Rep Email
- Sales Rep First Name
- Sales Rep Last Name
- Owner Email
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Module Manufacturer
- Battery Manufacturer
- Price Per Watt
- Customer Phone
Action
Write
- Unique Id
  Required
- Finance Partner
- Finance Term Year
- Finance Rate
- Finance PPW
- Finance Monthly Payment
- Organization
  Required
- Contract Signed URL
- County
- Country
- Latitude
- Longitude
- Downpayment
- Discounts Total
- Base System Cost
- Battery Total
- Adders Total
- Dealer Fee
- Contract Amount
- Utility Company
- Utility Bill
- Module Manufacturer
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Annual Production
- Annual Usage
- System Size (KW)
- Finance Type
- Contract Type
- Finance Escalator Rate
- Last Name
- Phone
- Owner Email
- Sales Representation Name
- Current Stage
- Sales Representation Email
- First Name
- Email
Action
Write
- Unique Id
  Required
- Organization
- Fields [0] Field Key
- Fields [0] Field Value
- Fields [1] Field Key
- Fields [1] Field Value
- Fields [2] Field Key
- Fields [2] Field Value
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- Fields [5] Field Value
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- Fields [86] Field Value
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- Fields [87] Field Value
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- Fields [89] Field Value
- Fields [90] Field Key
- Fields [90] Field Value
- Fields [91] Field Key
- Fields [91] Field Value
- Fields [92] Field Key
- Fields [92] Field Value
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- Fields [93] Field Value
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- Fields [94] Field Value
- Fields [95] Field Key
- Fields [95] Field Value
- Fields [96] Field Key
- Fields [96] Field Value
- Fields [97] Field Key
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- Fields [98] Field Key
- Fields [98] Field Value
- Fields [99] Field Key
- Fields [99] Field Value
- Fields [100] Field Key
- Fields [100] Field Value
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

- Organization
Trigger
Polling
Try It
- Organization
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Job Type
  Required
- Type
  Required
- Category
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Street
  Required
- City
- State
  Required
- Postal Code
  Required
- Country
- County
  Required
- Latitude
- Longitude
- Job Type
  Required
- Setter Email
- Sales Rep First Name
- Sales Rep Last Name
- Sales Rep Email
- Sales Rep Phone
- Sales Rep His Number
- Lead Source
- Lead Sub Source
- Lead Score
- Notes
- Organization
  Required
- Company
- Description
- From Url
- Status
- Annual Revenue
- Employees
- Email Opt Out
- Utm Campaign
- Utm Source
- Utm Medium
- Utm Content
- Utm Term
- website
- Engagement History
- Spanish
- Preferred Contact Method
- Referred By
- Do Not Call
- Do Not Text
- Legal
- Default Timezone
- External Lead Id
- state
- Territory
Action
Write
- Unique Id
  Required
- Organization
  Required
Action
Write
- First Name
- Last Name
- Phone
- Email
- Country Code
- County
- State
- Street
- City
- Country
- Postal Code
- Job Type
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Lead Score
- Latitude
- Longitude
- Language
- Lead Source
- Lead Sub Source
- Stage
- Organization
  Required
- Id
  Required
- Qualifying Representative
- Custom Fields
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

About SubcontractorHub

SubcontractorHub is a CRM and design measurement tool for Roofing Contractors and Organisations.

Related categories

CRM (Customer Relationship Management)

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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