Zoho CRM

Zoho CRM Integrations

  • Create new contacts on Zoho CRM from new leads from Facebook Lead Ads

    As those lead ads do their job and gather those emails, Zapier can route responders to your CRM—no need to wait until you export them. With this Facebook Lead Ads-Zoho CRM integration active, a contact will be created on Zoho CRM with all the details you need from every new Facebook lead—you can take it from there!

    How It Works

    1. A new lead is collected from Facebook Lead Ads
    2. Zapier automation adds a contact to Zoho CRM

    What You Need

    • Facebook Lead Ads account
    • Zoho CRM account
  • Copy new Facebook Lead Ads leads into Zoho CRM as leads

    Now that you've captured that lead information, it's time to trigger your CRM workflow. Set up this Facebook Lead Ads-Zoho CRM integration to start things off the right way: from then on, every new lead detected on Facebook will automatically trigger this Zap, creating a matching lead on Zoho CRM so you can get started with your outreach immediately.

    How It Works

    1. A new lead is collected from Facebook Lead Ads
    2. Zapier automation creates a new lead on Zoho CRM

    What You Need

    • Facebook Lead Ads account
    • Zoho CRM account
  • Add new MailChimp subscribers to Zoho CRM as leads

    MailChimp is great for designing and sending outbound emails to your subscribers. Sometimes you may want to capture new subscribers to your CRM. Use Zapier to start automatically adding new MailChimp list subscribers to your CRM as they are created. Once you set up this integration, new MailChimp subscribers added to the list from that point forward are individually added to Zoho CRM as new leads.

    Note: This Zapier integration doesn't create leads from MailChimp subscribers that already exist in a list, only subscribers added to that list after you've set it up.

    How It Works

    1. A new subscriber is added to a MailChimp list
    2. Zapier adds that subscriber to Zoho CRM as a new lead

    What You Need

    • MailChimp account
    • Zoho CRM account
  • Add new Google Sheets spreadsheet rows to Zoho CRM as leads

    If your sales lead information is being collated manually in a spreadsheet, Zapier can automatically add this data into Zoho CRM as a lead. You must have a row of column headers and at least one entry in your spreadsheet when you set up the integration. So to get started, simply create a spreadsheet with a row of column headings to match your data needs, and at least one row of data. Once you set up this integration, new Google Sheet spreadsheet rows added from that point forward are individually added to Zoho CRM as new leads.

    Note: This Zapier integration doesn't create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, only rows added to the bottom of the spreadhsheet after you've set it up.

    How It Works

    1. A new spreadsheet row is added to the bottom of the Google Sheets spreadsheet
    2. Zapier adds that row to Zoho CRM as a new lead

    What You Need

    • Google Apps account
    • Zoho CRM account
  • Add Your Zoho CRM Contacts to MailChimp

    Automatically add your new Zoho CRM contacts to your MailChimp newsletter list so they'll automatically get the latest updates about your company.

    How it Works

    Zapier will watch your Zoho CRM account for new contacts. Whenever you add anyone new, it'll automatically add their info to your MailChimp mailing list.

    What You Need

    1. A Zoho CRM account with contacts
    2. A MailChimp account with an email newsletter list

    Got that? Then let's get started.

  • Add new Zapier Email Parser emails to Zoho CRM as leads

    Automated email messages contain valuable data that can be extracted with a Zapier Email Parser template. Automatically create leads in Zoho CRM when your Zapier Email Parser mailbox receives an email. You can include extracted data in setting up the lead record. Once you set up this integration, new emails received in your Zapier Email Parser mailbox from that point are added to Zoho CRM as leads.

    Note: This Zapier integration doesn't create Zoho CRM leads from Zapier Email Parser emails that have already been received, only emails that are received after you've set it up.

    How It Works

    1. A new email is received by a Zapier Email Parser mailbox
    2. Zapier adds the email to Zoho CRM as a lead

    What You Need

    • Zapier Email Parser account with mailbox set up
    • Zoho CRM account
  • Add new Zoho CRM leads to MailChimp subscribers

    Rather than transferring one Zoho CRM lead at a time as a MailChimp subscriber, use Zapier to start automatically adding new leads to your MailChimp. Once you set up this Zoho CRM-MailChimp integration, new leads from that point forward are individually added as subscribers.

    Note: This Zapier integration doesn't import already registered leads into MailChimp, only new leads after you've set it up.

    How It Works

    1. A new lead is registered to Zoho CRM
    2. Zapier adds that lead to MailChimp as a subscriber

    What You Need

    • Zoho account
    • MailChimp account
  • Create Zoho CRM contacts from new Acuity Scheduling appointments

    Zoho CRM can give you complete visibility of your sales efforts. With Zapier you can create Zoho CRM contacts automatically from new Acuity Scheduling appointment data when clients book new appointments.

    Once you set up this Acuity Scheduling Zoho CRM integration, new appointments from that point forward are automatically added to your CRM account as new contacts.

    How It Works

    1. A new Acuity Scheduling appointment is created
    2. Zapier adds the appointment data to Zoho CRM as a new contact

    What You Need

    • An Acuity Scheduling account
    • A Zoho CRM account
  • Add new WooCommerce orders to Zoho CRM as contacts

    Using WooCommerce to power your online store? Zapier can automatically add your new customers to Zoho CRM as they create orders in your store. Once you set up this WooCommerce to Zoho CRM integration, new customers from that point forward are individually added as contacts so you can easily followup with them.

    Note: This Zapier integration doesn't import customers from previous orders into Zoho CRM, only customers from new orders after you've set it up.

    How It Works

    1. A new WooCommerce order is created
    2. Zapier adds that order to Zoho CRM as a contact

    What You Need

    • A WordPress site with WooCommerce installed
    • Zoho CRM account
  • Add new Zoho CRM leads to ActiveCampaign or update existing matches

    Your contact lists can still match even if you use both Zoho CRM and ActiveCampaign. It won't take any effort on your part, either. Set up this automation, and we'll take it from there: It will trigger whenever you add a lead on Zoho CRM, updating a contact on ActiveCampaign with any new information or adding a new entry for them if they don't yet exist.

    How this Zoho CRM-ActiveCampaign integration works

    1. A new lead is added on Zoho CRM
    2. Zapier automation adds a contact to ActiveCampaign or updates one that already exists

    Apps involved

    • Zoho CRM
    • ActiveCampaign
  • Create Zoho CRM module entries from new Acuity Scheduling appointments

    The ability to create your own integrated modules is one of Zoho CRM's most powerful features. Zapier can automatically create new entries in a Zoho CRM "appointment" module when clients book those new appointments in Acuity Scheduling.

    Once you set up this Acuity Scheduling Zoho CRM integration, new appointments from that point forward are automatically added to your CRM account as new entries in a custom module, as they are created.

    How It Works

    1. A new Acuity Scheduling appointment is created
    2. Zapier adds the appointment data to Zoho CRM as a new module entry

    What You Need

    • An Acuity Scheduling account
    • A Zoho CRM account
  • Add new Zoho CRM contacts to Xero

    Keep your contacts updated without spending hours copying and pasting. With this Zoho CRM Xero integration, every time a new contact is added in Zoho CRM, a new contact is created in Xero.

    *Note: This Zapier automation doesn't create Xero contacts from current Zoho CRM contacts, only new ones after you've set it up.

    How It Works

    1. A new contact is added in Zoho CRM
    2. Zapier adds this contact to Xero

    What You Need

    • Zoho CRM account
    • Xero account
  • Create Zoho CRM Leads from Wufoo Forms

    One of the easiest ways to create generate leads for your business is by putting a form on your website. This integration makes it easy to take leads from a Wufoo form on your site and create new leads automatically in Zoho CRM.

    How It Works

    1. Someone fills out your Wufoo form
    2. Zapier automatically creates a new Zoho CRM lead for you

    What You Need

    • A Wufoo account
    • A Zoho CRM account
  • Add new Zoho CRM contacts to ActiveCampaign as contacts

    Constantly importing contact data from Zoho CRM into ActiveCampaign is a tedious process. Use Zapier to start automatically adding new Zoho CRM contacts to your email marketing application. Once you set up this Zoho CRM-ActiveCampaign integration, new contacts from that point forward are individually added.

    Note: This Zapier integration doesn't import existing contacts into ActiveCampaign, only new contacts after you've set it up.

    How It Works

    1. A new Zoho CRM contact is created.
    2. Zapier adds that contact as an ActiveCampaign contact.

    What You Need

    • ActiveCampaign account
    • Zoho CRM account
  • Create Zoho CRM leads from new Gravity Forms submission

    If you find yourself entering one lead at a time into Zoho CRM, use Zapier to start automatically adding new leads to your CRM. Once you set up this Gravity Forms-Zoho CRM integration, new form submissions from that point forward are individually added as leads.

    Note: This Zapier integration doesn't import already registered leads into Zoho CRM only new leads after you've set it up.

    How It Works

    1. A new form submission is entered for Gravity Forms
    2. Zapier adds that submission to Zoho CRM as a lead

    What You Need

    • Gravity Forms Account
    • Zoho account
  • Add new CallRail calls to Zoho CRM as leads

    CallRail does a great job in capturing caller information and other metrics from your phone leads. Use Zapier to start adding new CallRail calls to your CRM as new leads. Once you set up this CallRail-Zoho CRM integration, new calls from that point forward are individually added as leads.

    Note: This Zapier integration doesn't import existing call records into Zoho CRM, only new records after you've set it up.

    How It Works

    1. A new CallRail incoming call is received
    2. Zapier adds that call record to Zoho CRM as a lead

    What You Need

    • CallRail account with Zapier webhook integration enabled
    • Zoho CRM account
  • Add new Webhook POST requests to Zoho CRM as leads

    Use a webhook to create a bridge between a certain app and Zoho CRM. If the app you're working with supports webhooks, easily add a Zapier Webhook URL to that app to automatically create a ZohoCRM lead. Once you set up this Webhook-Zoho CRM integration, new webhook messages from that point forward are individually added as leads.

    Note: This Zapier integration doesn't import already created webhook messages into Zoho CRM, only new messages after you've set it up.

    How It Works

    1. Your app sends a message containing data to your Zapier Webhook URL
    2. Zapier adds that message to Zoho CRM as a lead

    What You Need

    • An app that is able to send messages to a webhook
    • Zoho CRM account
  • Add leads to Zoho CRM when LiveChat chats end

    Typically, you manually fill up your CRM database with information gathered over the phone or via email. By using Zapier to connect LiveChat and Zoho CRM, your sales team can reach out to everyone who showed interest in your product or service. After this integration is set up, Zapier will add leads to Zoho CRM when LiveChat chats are finished.

    How It Works

    1. A LiveChat chat ends
    2. Zapier adds the lead to Zoho CRM

    What You Need

    • LiveChat account
    • Zoho CRM account
  • Create New Zoho CRM Leads from CallTrackingMetrics Calls

    When you receive an inbound call, you often want to log that customer as a lead in your CRM. Use this zap to create a new lead in Zoho CRM when you receive a new call in CallTrackingMetrics.

    How It Works

    1. Zapier watches CallTrackingMetrics for new calls
    2. When a CallTrackingMetrics call is received, Zapier adds the caller details to Zoho CRM as a new lead

    What You Need

    • CallTrackingMetrics account
    • Zoho CRM account
  • Save QuickBooks Online customers to Zoho CRM as contacts

    Running a customer focused business means knowing who your customers are. This QuickBooks Online Zoho CRM integration makes life a little easier for you by automatically saving your new QuickBooks Online customers as contacts to Zoho CRM. That way you can use Zoho CRM to automatically nurture your customers for future sales.

    Note: Works for any new QuickBooks Online customer once turned on.

    How It Works

    1. Add a new customer to QuickBooks Online
    2. Zapier automatically adds that customer to Zoho CRM as a contact

    What You Need

    • QuickBooks Online account
    • Zoho CRM account
  • Update Zoho CRM contacts when MailChimp subscribers are updated

    Adding your subscribers to your CRM helps keep all data centralized. This Zap is particularly useful when contacts update their email addresses in MailChimp and you want their email address to automatically update in Zoho CRM, too.

    How this MailChimp-Zoho CRM integration works

    1. A subscriber is updated in MailChimp
    2. Zapier updates a contact in Zoho CRM

    Apps involved

    • MailChimp
    • Zoho CRM
  • Add new Formstack submissions to Zoho CRM as leads

    If you have a Formstack form that you are using to capture lead information, you can use this Formstack Zoho CRM integration to automatically create a Zoho CRM lead with all the relevant information from the form submission. Auto-populate entries from your Formstack form, like Name, Email, or other custom fields that you have defined on the form, directly into your Zoho CRM leads. Once you set up this integration, new Formstack submissions from that point forward are individually added to Zoho CRM as leads.

    Note: This Zapier integration doesn't create Zoho CRM leads from Formstack forms that have already been submitted, only forms that are submitted after you've set it up.

    How It Works

    1. A new Formstack form is submitted
    2. Zapier adds the data submitted to Zoho CRM as a lead

    What You Need

    • Formstack account (Professional plan or above)
    • Zoho CRM account
  • Add or update HubSpot contacts from new ones on Zoho CRM

    It doesn't matter if you're maintaining both apps or migrating; exporting your Zoho CRM data into HubSpot by hand is a waste of your time. We'll do it for you! Start by setting up this Zap, after which we'll keep an eye out for new Zoho CRM contacts. Whenever one as added, we'll check with HubSpot, either creating a contact with the details or updating one that exists with the changes, ensuring your lists always match.

    How this Zoho CRM-HubSpot integration works

    1. A new contact is added on Zoho CRM
    2. Zapier automatically creates or updates a contact on HubSpot

    Apps involved

    • Zoho CRM
    • HubSpot
  • Create Zoho CRM leads for new Zillow Tech Connect contacts

    Thinking about the best way to follow up on all those Zillow Tech Connect contacts? This Zillow Tech Connect integration with Zoho CRM should handle that nicely for you, triggering every time you add a new contact on Zillow Tech Connect and adding a new lead to Zoho CRM with all the details you need.

    How It Works

    1. A new contact is added on Zillow Tech Connect
    2. Zapier automation creates a new lead on Zoho CRM

    What You Need

    • Zillow Tech Connect account
    • Zoho CRM account
  • Add new HubSpot form submissions to Zoho CRM as leads

    HubSpot is a great inbound marketing platform. Sometimes, though, it is helpful to have your data in a CRM app for other processes or support. Use Zapier to start automatically adding new HubSpot form submissions to your CRM as leads. Once you set up this HubSpot-Zoho CRM integration, new form submissions from that point forward are individually added as leads.

    Note: This Zapier integration doesn't import already submitted form data into Zoho CRM, only new form submissions after you've set it up.

    How It Works

    1. A new HubSpot form is submitted.
    2. Zapier adds that form submission to Zoho CRM as a lead

    What You Need

    • HubSpot account with a form setup
    • Zoho CRM account

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Zoho CRM Integration Details
Premium

Launched on Zapier January 13, 2012

Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Zoho CRM Triggers, Searches, and Actions are supported by Zapier:

New Contact

Triggered when you add a new contact.

New Lead

Triggered when you add a new lead.

New Entry (instant)

Using Zoho's automation & webhook feature (enterprise only), get instant triggers of any module.

New Entry

Advanced feature: triggers when any new item is added to a specific module. (Note: This trigger does not support Custom Modules yet. If you want to be added to the feature request for this, please email us at contact@zapier.com).

Updated Lead

Triggered when a lead is updated.

New User

Triggered when you add a new user to your Zoho CRM account.

Create Contact

Adds a new contact.

Create/Update Lead

Adds a new lead. Can be used to update an existing one too.

Create Lead

Adds a new lead.

Create/Update Contact

Adds a new contact. Can be used to update an existing one too.

Create/Update Module Entry

Creates a new entry or updates an existing entry for a specific module. Custom Modules are supported for those on Zoho's "Enterprise" plan or higher.

Find Contact

Find a contact by email address.

Find Lead

Find a lead by email address.

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