Zoho CRM + Zoho Desk

Zoho CRM + Zoho Desk integrations

Create crm entries in Zoho CRM for new contacts in Zoho Desk

Streamline your customer management process with this workflow between Zoho Desk and Zoho CRM. When any new contact information appears in your Zoho Desk, it will simultaneously add a module entry in Zoho CRM. This seamless workflow saves you time by reducing manual data entry, ensuring that your sales and support teams always have the latest information at their fingertips.

When this happens...
New ContactTriggers when new contact is created.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Zoho Desk and Zoho CRM

Discover other triggers and actions you can use with Zoho Desk and Zoho CRM

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Direction
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
Trigger
Instant
Try It

- Organization
  Required
- Ticket ID
  Required
- File
  Required
- Public
Action
Write
- Organization
  Required
- Account Name
  Required
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write

- Organization
  Required
- Department
  Required
- Contact
  Required
- Subject
  Required
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- Organization
  Required
- Department
  Required
- Ticket
  Required
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- Organization
  Required
- Department
  Required
- Ticket Number
  Required
Action
Search
- Organization
  Required
- Email
  Required
- Account
- Last Name
  Required
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or 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
Polling
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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Status
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Ticket
  Required
- Content
  Required
- Public
  Required
Action
Write
- Organization
  Required
- Account
- Last Name
  Required
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write
- Organization
  Required
- Department
  Required
- Ticket
  Required
- From Address (E-Mail)
  Required
- To Address (E-Mail)
  Required
- Content Type
  Required
- Reply Content
  Required
- Is Forward
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Select Organization
  Required
- Email
  Required
Action
Search
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
Polling
Try It
- Module
  Required
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Learn moreLearn moreHelpHelp

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Customer Support

Zoho

Related Zap Templates

Create new Zoho CRM module entries from updated Zoho Desk statuses

Create module entries in Zoho CRM for new tickets in Zoho Desk