Connect Synthflow AI and Zoho CRM to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Synthflow AI and Zoho CRM together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Synthflow AI with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Phone Call Completed" from Synthflow AI.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Synthflow AI and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Agent IDRequired
Try ItTriggerInstant- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Meeting confirmationRequired
- Booking titleRequired
ActionWrite- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Integration
- SMS
- SMS message
- User Email
ActionWrite- IdentifierRequired
- Description
- Choices
ActionWrite
- Model IDRequired
- Actions IDs
ActionWrite- TypeRequired
- NameRequired
- PromptRequired
- Large Language ModelRequired
- LanguageRequired
- Greeting MessageRequired
- Voice IDRequired
- Description
- Phone Number
- External Webhook URL
- Record Conversations
ActionWrite- IdentifierRequired
- Description
- Examples
ActionWrite- ContentRequired
- InstructionsRequired
ActionWrite
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Practical ways you can use Synthflow AI and Zoho CRM
Update CRM contacts after AI assistant calls
When Synthflow AI completes a phone call, Zapier automatically updates the respective contact in Zoho CRM with the call transcript and relevant details. This ensures customer records stay up-to-date, improving efficiency and accuracy in customer management.
Business OwnerGenerate context-aware responses for CRM updates
When a module entry in Zoho CRM is updated, Zapier triggers Synthflow AI to generate a context-aware response. This streamlines how teams handle and interpret data changes, reducing response time and enhancing decision-making.
Data ScienceCreate AI assistant for new leads
When a new lead is created in Zoho CRM, Zapier sets up a Synthflow AI assistant tailored to that lead's needs. This helps the marketing team personalize follow-ups, increasing engagement and conversion rates while saving time.
Marketing & Marketing OpsLearn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Synthflow AI + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Synthflow AI and Zoho CRM
What is Synthflow AI and how does it integrate with Zoho CRM?
Synthflow AI is an advanced artificial intelligence platform designed to automate and streamline business processes. When integrated with Zoho CRM, it allows for seamless synchronized data management, automated triggers, and efficient customer interaction management.
How do I set up an integration between Synthflow AI and Zoho CRM?
To set up the integration, you need to authenticate your Zoho CRM account within Synthflow AI's platform. We provide a step-by-step guide in our documentation to walk you through connecting the two services securely.
Can triggers in Synthflow AI be customized when using with Zoho CRM?
Yes, you can customize various triggers such as new lead creation, lead updates, or specific field changes in your Zoho CRM. Our platform allows you to define these triggers according to your business needs.
What actions can be automated within Zoho CRM using Synthflow AI?
With our integration, actions such as sending welcome emails to new leads, updating contact information, or alerting sales teams about changes can be automated, improving operational efficiency.
Is there support for handling bulk data operations between Synthflow AI and Zoho CRM?
We support batch processing that enables handling of bulk data operations efficiently. This includes importing large datasets into Zoho CRM or exporting reports from it using our platform’s capabilities.
How secure is the integration between Synthflow AI and Zoho CRM?
Security is a top priority for us. The integration uses OAuth 2.0 for secure authentication. All data transferred between Synthflow AI and Zoho CRM is encrypted to ensure maximum security.
Can I get notifications on changes in my Zoho CRM through Synthflow AI?
Yes, with our notification systems enabled in Synthflow AI, you can receive alerts on specified changes within your Zoho CRM account such as status updates or comments added to leads.
