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Quickly connect Zoho CRM to AI by Zapier with a Zapier template.
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Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Zoho CRM.
Add your action
An action happens after the trigger—such as "Extract Content From URL (Beta)" in AI by Zapier.
You’re connected!
Zapier seamlessly connects Zoho CRM and AI by Zapier, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- 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.
Try ItTriggerPolling - New User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerPolling
- 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.
Try ItTriggerPolling - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- ModuleRequired
Try ItTriggerInstant
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Practical ways you can use Zoho CRM and AI by Zapier
Extract contact details for new leads.
When a new lead is added in Zoho CRM, Zapier uses AI analysis to extract key contact details (like phone number and company name) and add it to a structured database or spreadsheet. This saves business owners the hassle of manual data extraction and organization, helping them focus on high-value activities.
Business OwnerSummarize new leads for sales team.
When a new lead is created in Zoho CRM, Zapier uses AI to generate a concise summary with relevant details. This summary can be sent to the sales team via email or Slack, enabling them to quickly understand the lead's potential and take action.
Sales Ops
