Zoho Analytics + Zoho CRM

Add rows in Zoho Analytics for new or updated contacts in Zoho CRM

Keep your Zoho CRM contacts in sync with your Zoho Analytics data by setting up this efficient automation. Whenever a new or updated contact appears in Zoho CRM, a corresponding row will be added in Zoho Analytics, making sure that all your data is seamlessly up-to-date. This workflow ensures accurate contact information throughout your system, allowing you to make well-informed decisions based on the latest data available.

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.
TriggerScheduled
automatically do this!
Add Row
Adds a new row in a Zoho Analytics table.
ActionWrite

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Supported triggers and actions

What does this mean?

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
- Choose WorkspaceRequired
- Choose TableRequired
- Zoho Date Format
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
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
- Choose WorkspaceRequired
- Choose TableRequired
- Zoho Criteria
- Zoho Date Format
Action
Write

About Zoho Analytics

Zoho Analytics is a self-service BI that lets you create visually appealing data visualizations and insightful dashboards.

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About Zoho CRM

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

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Zoho Analytics + Zoho CRM

Add rows in Zoho Analytics for new or updated contacts in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Add Row

Choose WorkspaceRequired

Choose TableRequired

Zoho Date Format

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact