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Totango + Zoho CRM

Update Zoho CRM entries whenever new or updated Totango accounts are detected

This workflow is a lifesaver for those looking to maintain a seamless flow of information between Totango and Zoho CRM. When an account's status changes or a new account is created in Totango, the workflow will instantly reflect those changes in Zoho CRM by updating the corresponding module entry. It efficiently bridges the gap between your customer success and sales teams, ensuring all account data is kept up-to-date and reducing the need for manual data entry or cross-checking.

This workflow is a lifesaver for those looking to maintain a seamless flow of information between Totango and Zoho CRM. When an account's status changes or a new account is created in Totango, the workflow will instantly reflect those changes in Zoho CRM by updating the corresponding module entry. It efficiently bridges the gap between your customer success and sales teams, ensuring all account data is kept up-to-date and reducing the need for manual data entry or cross-checking.

  1. When this happens...
    TotangoTotango
    Account [New and Value Changes]

    It triggers when one of the account attribute value is changed or new account is added.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Update Module Entry

    Update existing entry in the selected module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QueryRequired

    Trigger
    Scheduled
    Try It
    • QueryRequired

    Trigger
    Scheduled
    Try It
    • Attributes to SendRequired

    • Totango Service IDRequired

    Action
    Write
  • Zoho CRM triggers, actions, and 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
    • SegmentRequired

    Trigger
    Scheduled
    Try It
    • SegmentRequired

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and 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
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Totango

Totango is a Customer Engagement Management platform.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Zoho CRM

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

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