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Connect Tarvent and Zoho CRM to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Tarvent with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Tarvent

A trigger is an event that starts your Zap and runs the workflow. For example, with Tarvent, a trigger could be "Campaign Sent."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Tarvent to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Tarvent to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Tarvent and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Email type
  Required
- Bounce type
  Required
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Tag
- Include all contact data
  Required
- Include all contact data
  Required
Trigger
Instant
Try It
- Email type
  Required
- Audience
- Tag
- Campaign
  Required
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Tag
- Status
  Required
- Include all contact data
  Required
Trigger
Instant
Try It

- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It

- Survey
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Contact ID
  Required
- Note
  Required
Action
Write
- Contact ID
  Required
- Journey
  Required
- Include all contact data
  Required
Action
Write
- Audience
- Contact ID
  Required
- Include all contact data
  Required
- Tags
  Required
Action
Write
- Custom event
  Required
- Contact ID
  Required
Action
Write
- Campaign
  Required
Action
Write
- Transaction group name
- Transaction mail domain
- From email
  Required
- From name
- To
  Required
- CC Emails
- BCC Emails
- Subject line
  Required
- Reply to email
- Reply to name
- Transaction variables
- Ignore suppression filters
  Required
Action
Write
- Audience
- Group name
  Required
Action
Search
- Audience
- Email
  Required
Action
Search
- Group name
  Required
- Tags
  Required
- Status
  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
Scheduled
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
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tag
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Email type
  Required
- Audience
- Tag
- Campaign
  Required
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Email type
  Required
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Include all contact data
  Required
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Landing page
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Tag
- Include all contact data
  Required
Trigger
Instant
Try It
- Audience
- Group name
  Required
- Group description
- Public group
  Required
Action
Write
- Audience
- Contact ID
  Required
- Include all contact data
  Required
Action
Write
- Contact ID
  Required
- Status
  Required
Action
Write
- Audience
- Email
  Required
- Update existing contact
  Required
- Replace existing groups
- Replace existing tags
- Tags
  Required
- First name
- Last name
- Street address
- Street address 2
- City (Locality)
- State (Region)
- Zip code (Postal code)
- Country
Action
Write
- Journey
  Required
- Include all contact data
  Required
Action
Write
- Email
  Required
- Suppression reason
Action
Write
- Group name
  Required
- Tags
  Required
Action
Search
- Group name
  Required
- Tags
  Required
- Status
  Required
Action
Search
- Group name
  Required
Action
Search
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
Scheduled
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
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

Learn how to automate Tarvent on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

About Tarvent

Tarvent marketing automation platform empowers businesses of all sizes by providing a great depth of features and customization to control every aspect of your customer's experience.

Related categories

Marketing Automation

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Zapier Interfaces

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

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

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Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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

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