Wheelbase + Zoho CRM

Wheelbase + Zoho CRM integrations

Create or update Zoho CRM module entries for new Wheelbase customers

Elevate your customer relationship management effortlessly with this smart workflow. When a new customer is added in Wheelbase, the workflow will instantly create or update an entry in Zoho CRM. This saves time, avoids manual data entry and keeps your customer information precise and up-to-date. Perfect for businesses aiming to streamline their customer acquistion process.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Wheelbase and Zoho CRM

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

- Status
Trigger
Polling
Try It
New Message
Triggers when a new message is created.
Trigger
Polling
Try It
- Vehicle
  Required
- Start Date
  Required
- End Date
  Required
- Renter Type
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone
- Locale
- Street Address
- Apartment/Suite/Other
- City
- State
- Postal Code
- County
- Country
Action
Write
- Customer
- First Name
- Last Name
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
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

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Rental
Triggers when a new rental is created.
Trigger
Polling
Try It
- Reservation
  Required
- Vehicle
- Start Date
- End Date
- Pickup Street Address
- Pickup Apartment/Suite/Other
- Pickup City
- Pickup State
- Pickup Postal Code
- Pickup Country
- Pickup Latitude
- Pickup Longitude
- Dropoff Street Address
- Dropoff Apartment/Suite/Other
- Dropoff City
- Dropoff State
- Dropoff Postal Code
- Dropoff Country
- Dropoff Latitude
- Dropoff Longitude
Action
Write
- Name of Vehicle
  Required
- Type
  Required
- Vehicle Year
- Vehicle Make
  Required
- Vehicle model
  Required
- Location
- Description
Action
Write
- Rental
- Type
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
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

About Wheelbase

All-in-one rentals suite that combines rental management software with $1M in insurance coverage.

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Related categories

Scheduling & Booking

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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Related categories

CRM (Customer Relationship Management)

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