WooSender + Zoho CRM

Manage WooSender opportunities by creating or updating entries in Zoho CRM when a new opportunity is added or moved in a stage or pipeline

Stay organized and ensure all opportunities are capitalized on by activating this workflow. The moment a new opportunity is added or moved to a specific pipeline/stage in WooSender, it stimulates the creation or updates an entry in Zoho CRM. This automation streamlines your sales process, enabling you to focus on enhancing client relationships rather than manual data entry.

When this happens...
Opportunity Added or Moved to Pipeline/Stage
Opportunity Added or Moved to Pipeline/Stage
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

What does this mean?

Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
Try It
New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
Try It
- PipelineRequired
- StageRequired
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- TitleRequired
- Start timeRequired
- End timeRequired
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write

- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- Contact IDRequired
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write

- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
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
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
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

Appointment Created
Appointment Created By WooSender
Trigger
Instant
Try It
- PipelineRequired
- StageRequired
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact NameRequired
- Heat ScoreRequired
- Value
- PipelineRequired
- StageRequired
- Numbers Of ProductsRequired
- Update all fields if an opportunity already exists in the same pipelineRequired
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact IDRequired
Action
Write
- First search property name
- Second search property name
- Third search property 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
Scheduled
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

Learn more Help

Related categories

Marketing

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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WooSender + Zoho CRM

Manage WooSender opportunities by creating or updating entries in Zoho CRM when a new opportunity is added or moved in a stage or pipeline

Appointment Cancelled

New Contact

Opportunity Deactivated From Pipeline/Stage

StageRequired

Tag Deleted

TagsRequired

Create Appointment

TitleRequired

Start timeRequired

End timeRequired

Appointment Assignee

Description

Contact ID

Contact Email

Contact Phone Number

Contact Assignee

Campaign

Pipeline

Stages

Create Contact

Full Name

First Name

Last Name

Email

Phone Number

Assignee

Campaign

Pipeline

Tag

Note

Company

Revenue

Timezone

Update Contact

Contact IDRequired

Full Name

Last Name

Email

Phone Number

Assignee

Campaign

Pipeline

Tag

Note

Company

Revenue

Timezone

Find or Create Contact

First search property name

Second search property name

Third search property name

Full Name

First Name

Last Name

Email

Phone Number

Assignee

Campaign

Pipeline

Tag

Note

Company

Revenue

Timezone

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry