Connect Vision6 to Zoho CRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Vision6 to Zoho CRM with a Zapier template.

Our most popular template

Manage new or updated Zoho CRM contacts by adding them to Vision6
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Vision6 + Zoho CRM
Create and track new Zoho CRM contacts by adding them to Vision6
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Vision6 + Zoho CRM
Create Vision6 contacts from new or updated Zoho CRM leads
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Vision6 + Zoho CRM
Update Vision6 contacts when Zoho CRM module entries are updated
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Vision6 + Zoho CRM

Manage new or updated Zoho CRM contacts by adding them to Vision6

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Vision6 + Zoho CRM

Create and track new Zoho CRM contacts by adding them to Vision6

Premium

Details

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Vision6 + Zoho CRM

Create Vision6 contacts from new or updated Zoho CRM leads

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Vision6 + Zoho CRM

Update Vision6 contacts when Zoho CRM module entries are updated

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Vision6 + Zoho CRM

How Zapier works

Zapier makes it easy to integrate Vision6 with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Vision6

A trigger is an event that starts your Zap and runs the workflow. For example, with Vision6, a trigger could be "Contact Was Reactivated."

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 Vision6 to Zoho CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Connect Vision6 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.

Connect Vision6 and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- List Id
  Required
Trigger
Instant
Try It
- List Id
  Required
Trigger
Instant
Try It
- List Id
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
Action
Write

- List
  Required
- Field to Match Contacts On
  Required
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
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
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
- 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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mail
  Required
- Layout
  Required
- Trigger Workflow?
Action
Search or write
- Module
  Required
- Field name
  Required
- Value
  Required
- Layout
  Required
- Trigger
Action
Search or write

- List Id
  Required
Trigger
Instant
Try It
- List Id
  Required
Trigger
Instant
Try It
- List Id
  Required
Trigger
Instant
Try It
- List
  Required
- GDPR Consent Type
- GDPR Consent Text
- Approved Preferences
- Declined Preferences
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
- Add the Contact if Not Found
  Required
- Trigger a Profile Update
  Required
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
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
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
Action
Search
- E-mail
  Required
- Layout
  Required
- Trigger Workflow?
Action
Search or write

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About Vision6

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