Zoho CRM + Workboard Integrations

How to connect Zoho CRM + Workboard

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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
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
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
Trigger
Instant
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
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

New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
Trigger
Instant
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled

Updated Module Entry
Triggers instantaneously when a module entry is updated
Trigger
Instant

Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
Zoho CRM
Add new tag to existing module entries
Scheduled
Action
Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
Zoho CRM
Creates a new entry in a module
Scheduled
Action
Zoho CRM
Update existing entry in the selected module
Scheduled
Action
Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
Zoho CRM
Create or update module entries
Scheduled
Action
Zoho CRM
Finds an entry in a module
Scheduled
Action
Zoho CRM
Create contact if contact does not exist
Scheduled
Action
Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
Workboard
Triggers when you select an action item on Workboard and push it to your Zap.
Instant
Trigger
Workboard
Triggers when a new comment is added in action item
Instant
Trigger
Workboard
Triggers when a new comment is added in a goal
Instant
Trigger
Workboard
Triggers when you select a goal on Workboard and push it to your Zap.
Instant
Trigger
Workboard
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Instant
Trigger
Workboard
Triggers when you select a workstream on Workboard and push it to your Zap.
Instant
Trigger
Workboard
Creates a new team
Scheduled
Action
Workboard
Creates a new Workstream
Scheduled
Action
Workboard
Create an action item in Workboard
Scheduled
Action
Workboard
Update a metrics assigned to a goal in Workboard
Scheduled
Action

How Zoho CRM + Workboard Integrations Work

Step 1: Authenticate Zoho CRM and Workboard.
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.