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Websand + Zoho CRM Integrations

How to connect Websand + Zoho CRM

Zapier lets you send info between Websand and Zoho CRM automatically—no code required.

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Supported triggers and actions

What does this mean?
  • Websand triggers, actions, and search
    Create or Update a Booking Transaction
    Creates or updates a booking transaction. This is designed for Hotel or Event based users.
    Action
    Write
  • Websand triggers, actions, and search
    Create or Update Subscriber
    Creates or updates a subscriber record.
    Action
    Write
  • Websand triggers, actions, and search
    Suppress a Subscriber
    Adds a specified Subscriber email address to the global suppression list.
    Action
    Write
  • Websand triggers, actions, and search
    Create or Update Transaction
    Create or update a transaction. As part of this process, transactions will be updated to each subscriber record in Websand. If subscriber doesn't already exist in Websand they will be created.
    Action
    Write
  • 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
  • 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
  • Zoho CRM triggers, actions, and search
    New Module Entry
    Triggers instantaneously when any entry is created in the specified module.
    Trigger
    Instant
  • Zoho CRM triggers, actions, and search
    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
  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when any entry is created or updated in the specified module.

    Instant

    Trigger

  • Zoho CRM

    Triggers when a new active user is added to your Zoho CRM account.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when a module entry is updated

    Instant

    Trigger

  • Zoho CRM

    Add attachment to the slected Module entry

    Scheduled

    Action

  • Zoho CRM

    Add new tag to existing module entries

    Scheduled

    Action

  • Zoho CRM

    Convert an existing lead to contact and account

    Scheduled

    Action

  • Zoho CRM

    Creates a new entry in a module

    Scheduled

    Action

  • Zoho CRM

    Update existing entry in the selected module

    Scheduled

    Action

  • Zoho CRM

    Relates an entry in this module with an entry in another module

    Scheduled

    Action

  • Zoho CRM

    Create or update module entries

    Scheduled

    Action

  • Zoho CRM

    Finds an entry in a module

    Scheduled

    Action

  • Zoho CRM

    Create contact if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create Lead if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create module entry if entry does not exist

    Scheduled

    Action

How Websand + Zoho CRM Integrations Work

  1. Step 1: Authenticate Websand and Zoho CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About Websand

Websand makes the data management of your marketing easy, so you can create email marketing that really delivers.

Related categories

  • Marketing Automation
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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.
Learn More

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