Connect Zoho TeamInbox to Zoho CRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Zoho TeamInbox

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho TeamInbox, a trigger could be "New Message."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

Connect Zoho TeamInbox and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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An illustration representing how to automate lead management with Zapier.

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Choose a Trigger

Start here

Choose an Action

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.

- Workspace
  Required
- Team Id
  Required
- Inbox
  Required
- Event
  Required
- Matching Condition
- Assignee
- From
- To
- Cc
- Subject contains
- Message body contains
- Rule Name
Trigger
Instant
Try It
- Workspace
  Required
- Team Id
  Required
- Channel
  Required
- From
  Required
- To
  Required
- Subject contains
- Content
  Required
- Cc
- Bcc
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
- 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
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mail
  Required
- Layout
  Required
- Trigger Workflow?
Action
Search or write
- Module
  Required
- Field name
  Required
- Value
  Required
- Layout
  Required
- Trigger
Action
Search or write

- Workspace
  Required
- Team Id
  Required
- Contact Name
  Required
- Email Address
  Required
- Description
- Mobile Number
Action
Write
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
- 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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
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
Action
Search
- E-mail
  Required
- Layout
  Required
- Trigger Workflow?
Action
Search or write

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About Zoho TeamInbox

Zoho TeamInbox is a shared inboxes tool that teams can use to enhance productivity, transparency and collaboration. Connect your group emails with Zoho TeamInbox to have clutter-free, organized inboxes.

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