systeme.io + Zoho CRM

Create module entries in Zoho CRM for new optins in systeme.io

When a new opt-in is registered in your systeme.io service, this workflow ensures that a corresponding module entry is promptly created in Zoho CRM. Leverage this automation to streamline your client tracking and accurately capture every new prospect. It's an effective way to eliminate manual data entry, keep your CRM updated, and never miss an opportunity to engage with potential customers.

When this happens...
New Optin
Triggers when a visitor opts-in on your page.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Instant
Try It
- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- CourseRequired
- Access TypeRequired
Action
Write
- CourseRequired
- Contact emailRequired
Action
Write

- CampaignRequired
- Contact emailRequired
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- TagRequired
Action
Write
- TagRequired
- Contact emailRequired
Action
Write
- CampaignRequired
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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About systeme.io

Systeme.io allows you to build sales funnels, send emails and automate your entire business.

Learn more

Related categories

Marketing

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Related categories

Similar apps

systeme.io + Zoho CRM

Create module entries in Zoho CRM for new optins in systeme.io

New Completed Campaign

New Sale

New Tag Added to Contact

Create or Update a Contact and Grant Access to Course

Revoke Access to Course

Unsubscribe From Campaign

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

New Optin

New Webinar Registration

Create or Update a Contact, Including Adding Tags

Remove Tag

Subscribe to Campaign

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

About systeme.io

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

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Insightly

Zapier Interfaces