Zoho CRM + Zoho People

Zoho CRM + Zoho People integrations

Add new or updated module entries from Zoho CRM to Zoho People as records

Efficiently manage updates or new entries in Zoho CRM by automatically adding a corresponding record in Zoho People with this workflow. This automation ensures that your customer data stays up-to-date across both platforms, saving time and reducing the risk of manual errors. Perfect for businesses looking to streamline their Zoho CRM and People operations.

When this happens...
New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.
TriggerInstant
automatically do this!
Add RecordAdds a new record in the selected form.
ActionWrite

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More things you can do with Zoho CRM and Zoho People

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

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
- Form Name
  Required
Trigger
Instant
Try It
- File
  Required
- File Name
  Required
- File Description
- Category
  Required
- Employee ID/Email ID
- Hidden From Employee?
- Visible to Reporting Manager?
- Role
- Notify Through Email?
- Latitude
- Longitude
Action
Write
- Email ID/Employee ID/Mapper ID
  Required
- Field Value
  Required
- Check-In Time
- Check-Out Time
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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
- Form Name
  Required
- Date Field
  Required
- Date of Execution
- Trigger Before/After Months
- Trigger Before/After Days
- Time of Execution
- Frequency of Occurrence
Trigger
Instant
Try It
- File
  Required
- File Name
  Required
- File Description
- Category
  Required
- Location
- Notify Through Email?
- Latitude
- Longitude
Action
Write
- Form Name
  Required
Action
Write
- Form Name
  Required
- File Upload Field
  Required
- File
Action
Write
- Search Value
  Required
- Search Field
  Required
Action
Search

About Zoho CRM

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

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About Zoho People

Zoho People is an online HR management software which helps you automate all your HR processes efficiently.

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