Zenlist + Zoho CRM

Zenlist + Zoho CRM integrations

Create or update Zoho CRM module entries from new and updated Zenlist clients

Keep track of all your Zenlist clients with ease in Zoho CRM. This workflow enables an immediate update in Zoho CRM each time there's a new or updated client in Zenlist. It ensures your Zoho CRM always reflects the most recent client information, saving you the time and hassle of manual data entry. Make client management seamless with this Zenlist to Zoho CRM automation.

When this happens...
New and Updated ClientsTriggers when a new or updated client is registered with Zenlist.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Zenlist and Zoho CRM

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

New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Trigger
Instant
Try It
New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Trigger
Instant
Try It
New Event
Triggers when a new event is registered with Zenlist.
Trigger
Instant
Try It
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 and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Trigger
Instant
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New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Trigger
Instant
Try It
- Agent_email
  Required
- Client_email
  Required
- Client_first_name
  Required
- Client_last_name
  Required
- Client_phone
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
- 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 Zenlist

Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.

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Related categories

Productivity

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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CRM (Customer Relationship Management)

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