Wicked Reports + Zoho CRM

Track clicks in Wicked Reports for new or updated contacts in Zoho CRM

Keep your CRM contacts up-to-date and effectively track their interactions with your marketing campaigns using this automation. When a new or updated contact is detected in Zoho CRM, this workflow will record a click event in Wicked Reports, providing you valuable insights into customer behavior. Save time by streamlining your contact management, while simultaneously enhancing your marketing analytics.

When this happens...
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.
TriggerPolling
automatically do this!
Track a Click
Insert a new captured click.
ActionWrite

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Supported triggers and actions

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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- Source System
- Contact IdRequired
- Create Date TimeRequired
- Timezone
- EmailRequired
- First Name
- Last Name
- City
- State
- Country
- Ip Address
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
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- EmailRequired
- Ip Address
- Click Date Time
- Timezone
- Time Offset
- Source
- Campaign
- Term
- Medium
- Content
- Conversion TypeRequired
Action
Write
- Source System
- Customer EmailRequired
- Order IdRequired
- Order TotalRequired
- Order Currency
- Order Date TimeRequired
- Order Time Zone
- Product Id
- Product Name
- Customer City
- Customer State
- Customer Country
- Ip Address
- Subscription Id
- Is RefundRequired
Action
Write

About Wicked Reports

Wicked Reports is marketing automation that lets you send contacts, orders & visitors clicks from your CRM or Shopping cart into your Wicked Reports account.

Learn more