Trengo + Zoho CRM

Trengo + Zoho CRM integrations

Create new Trengo contacts from new Zoho CRM leads

Drive your engagement instantly by creating an effective workflow between Zoho CRM and Trengo. With this setup, each time a new lead appears in Zoho CRM, a contact is automatically added to your Trengo app. This streamlines your process, saving you the hassle of manual data transfers and letting you focus more on fostering relationships with your potential clients. Make your customer relations management effortless and efficient with this automation.

When this happens...
New LeadTriggers 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.
TriggerPolling
automatically do this!
Create a ContactCreates a contact.
ActionWrite

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More things you can do with Zoho CRM and Trengo

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

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
Ticket Label Added
Triggers when a label is added to a conversation.
Trigger
Instant
Try It
New Outbound Message
Triggers when an outbound message is created.
Trigger
Instant
Try It
Phone Call Missed
Triggers when a phone call is missed.
Trigger
Instant
Try It
- Name
- Email
- Phone
Action
Write
- Channel ID
  Required
- Contact Identifier
  Required
- Contact Name
- Message
  Required
- Email Subject
Action
Write
- Webhook URL
  Required
- Contact type
  Required
- Contact name
Action
Write
- Term
- Name
- Email
- Phone
Action
Search or 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
New Inbound Message
Triggers when an inbound message is created.
Trigger
Instant
Try It
New Internal Note
Triggers when an internal note is created.
Trigger
Instant
Try It
Phone Call Ended
Triggers when a phone call has ended.
Trigger
Instant
Try It
Phone Call Started
Triggers when a phone call has started.
Trigger
Instant
Try It
- Channel ID
  Required
- Phone
  Required
- Direction
  Required
- Contact name
- Note
- Duration
- Recording URL
Action
Write
- WhatsApp Message Template ID
  Required
- Recipient Phone number
  Required
- Dynamic Content
Action
Write
- Term
Action
Search

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

HelpHelp

Related categories

Customer Support

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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Related Zap Templates

Create new Trengo contacts from new or updated Zoho CRM module entries

Related Zap Templates

Create new Trengo contacts from new or updated Zoho CRM module entries