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Windsor.ai + Zoho CRM

Windsor.ai + Zoho CRM

Windsor.ai + Zoho CRM integrations

Add new leads from Zoho CRM to Windsor.ai

Integrate your Zoho CRM lead data with all your Google Ads, Facebook Ads, LinkedIn Ads, Bing and Analytics Data with Windsor.ai to understand the whole customer journey.

When this happens...
New or Updated LeadTriggers 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.
TriggerPolling
automatically do this!
Add CRM DataIf you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Zap
ActionWrite

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More things you can do with Zoho CRM and Windsor.ai

Discover other triggers and actions you can use with Zoho CRM and Windsor.ai

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
- Date & Time
- Conversion Name
  Required
- Conversion ID
  Required
- Revenue
Action
Write
- Date
  Required
- Source
  Required
- Medium
  Required
- Campaign
- Ad Content
- Keyword / Term
- Type
- Spend
  Required
- Impressions
- Clicks
Action
Write
- Conversion ID
  Required
- Date & Time
- Conversion Name
  Required
- Revenue
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
- Date & Time
  Required
- Customer ID
  Required
- Source
  Required
- Medium
  Required
- Campaign
- Keyword / Term
Action
Write
- Date & Time
- Conversion Name
  Required
- Conversion ID
  Required
- Revenue
Action
Write
- Conversion ID
  Required
Action
Search

About Windsor.ai

Windsor.ai helps to integrate Media, Analytics and CRM data.

Related categories

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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