Zoho CRM + Mailshake Integrations

How to connect Zoho CRM + Mailshake

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Create leads in ZohoCRM from new leads in Mailshake
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Mailshake + Zoho CRM

Create leads in ZohoCRM from new leads in Mailshake

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Mailshake + Zoho CRM

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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
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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
  Account to which the lead need to be merged.
- Overwrite
  If set to true Account name of the above selected Account will be replaced by the Company name.
- Contact ID
  Contact to which the lead need to be merged.
- Assign to
  User ID to which the new contact/account ownership to be assigned.
Action
Write
- ModuleRequired
  Select the module you want to update an entry in.
- LayoutRequired
  Select the layout you want to use to update the entry with.
- Entry IDRequired
  Entry ID to update
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
Action
Search
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a lead with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- Campaign
  Only look for clicks in this campaign. Or leave blank to look at clicks across all campaigns.
- Exclude Duplicates?
  Only react to a recipient's first click of a specific link. More info.
- Match Link
  Only look at links with this exact url.
Trigger
Scheduled
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- Campaign
  Only look for leads from this campaign. Or leave blank to look at all campaigns.
- Lead Status
  Only look for a certain status change. Leave blank to consider all changes.
Trigger
Scheduled
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- Campaign
  Only look for opens in this campaign. Or leave blank to look at opens across all campaigns.
- Exclude Duplicates?
  Only react to a recipient's first open of a specific email. More info.
Trigger
Scheduled
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- CampaignRequired
- Email AddressRequired
- Full Name
  If first/last name are not specified, they will be set from this value.
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
  Fields that can be used in email templates for this person. First box is the name of the field, second is the value. Ergo: account and Firm ABC.
Action
Write
- CampaignRequired
- CSV FileRequired
  A publicly accessible link that hosts CSV-formatted data, column headers included. You must have a column (of any name) that represents an email address, and optionally a column to represent a full name. All other columns will be translated into fields that can be used for text replacements. Example header row looks like: "email,name,account" and on a separate line a recipient looks like: "john@doe.com,John Doe,Firm ABC".
- Email Address Column NameRequired
  The name of the column in your CSV file that represents recipient's email addresses.
- Full Name Column Name
  The name of the column in your data that represents a recipient's full name.
- Phone Number Column Name
  The name of the column in your data that represents a recipient's phone number.
- Facebook URL Column Name
  The name of the column in your data that represents a recipient's Facebook URL.
- Instagram ID Column Name
  The name of the column in your data that represents a recipient's Instagram ID.
- LinkedIn URL Column Name
  The name of the column in your data that represents a recipient's LinkedIn URL.
- Twitter ID Column Name
  The name of the column in your data that represents a recipient's Twitter ID.
- Account Column Name
  The name of the column in your data that represents a recipient's account.
Action
Write
- CampaignRequired
- Pause or Unpause?Required
  Whether the campaign should be paused or unpaused.
Action
Write
- Email AddressesRequired
  A comma (or newline) separated list of email addresses.
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
  Comma separated Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
  API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a contact with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Search or write
- Assignee
  Only look for leads assigned to this team member.
- Campaign
  Only look for leads created for this campaign. Or leave blank to look at all campaigns.
Trigger
Scheduled
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- Campaign
  Only look for emails sent from this campaign. Or leave blank to look at all campaigns.
- Message Type
  Only look at certain types of emails.
Trigger
Scheduled
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- Campaign
  Only look for replies in this campaign. Or leave blank to look at replies across all campaigns.
- Reply Type
  Limit what kind of replies to include.
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressesRequired
  A comma (or newline) separated list of email addresses. Can include names like so: "John Doe" <john@doe.com>.
Action
Write
- CampaignRequired
  Leads will only be created from recipients in this campaign.
- Email AddressesRequired
  A comma (or newline) separated list of email addresses to create leads from.
Action
Write
- CampaignRequired
- Email AddressRequired
- Pause or Unpause?Required
  Whether the recipient should be paused or unpaused.
Action
Write
- CampaignRequired
  The campaign that has this lead.
- Email AddressRequired
- Lead Status
Action
Write

How Zoho CRM + Mailshake Integrations Work

Step 1: Authenticate Zoho CRM and Mailshake.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Zoho CRM + Mailshake

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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About Mailshake

Mailshake is a simple outreach tool that works with any Google account.

Related categories

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Zoho CRM + Mailshake Integrations

How to connect Zoho CRM + Mailshake

Create leads in ZohoCRM from new leads in Mailshake

Create leads in ZohoCRM from new leads in Mailshake

Connect your apps and automate workflows

New Contact

New Module Entry

ModuleRequired

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?

New Click

Campaign

Exclude Duplicates?

Match Link

New Lead Status

Campaign

Lead Status

New Open

Campaign

Exclude Duplicates?

Add Recipient by Email Address

CampaignRequired

Email AddressRequired

Full Name

First Name

Last Name

Phone Number

Facebook URL

Instagram ID

LinkedIn URL

Twitter ID

Account Name

Text Replacements

Add Recipients From CSV

CampaignRequired

CSV FileRequired

Email Address Column NameRequired

Full Name Column Name

Phone Number Column Name

Facebook URL Column Name

Instagram ID Column Name

LinkedIn URL Column Name

Twitter ID Column Name

Account Column Name

Pause/Unpause Campaign

CampaignRequired

Pause or Unpause?Required

Unsubscribe Recipients

Email AddressesRequired