Access Charity Websites + Zoho CRM

Create new Zoho CRM modules from new Access Charity Websites submissions

Streamline your nonprofit's workflow with this seamless integration between Access Charity Websites and Zoho CRM. When a new form is submitted on Access Charity Websites, this automation creates a module entry in Zoho CRM, saving you valuable time. This seamless process enhances efficiency, allowing you more time to focus on your cause.

When this happens...
New Form Submission
Triggers when a user completes a form on the website
TriggerPolling
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Appeal
Triggers when a new appeal is created.
Trigger
Polling
Try It
- Form IdRequired
Trigger
Polling
Try It
New Member
Triggers when a new member is created.
Trigger
Polling
Try It
- Return test payments
Trigger
Polling
Try It
- Appeal IdRequired
Action
Search

- Member IdRequired
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

- 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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

New Donation
Triggers when a new donation is made.
Trigger
Polling
Try It
- Group IdRequired
Trigger
Polling
Try It
New Order
Triggers when a new shop or events order is placed by a customer.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- Donation IdRequired
Action
Search
- Payment IdRequired
Action
Search
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

About Access Charity Websites

Access Charity Websites is a digital, scalable solution for fundraising, donor engagement and data collection activities

Related categories

Website Builders

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

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

Learn more

Access Charity Websites + Zoho CRM

Create new Zoho CRM modules from new Access Charity Websites submissions

New Appeal

New Form Submission

New Member

New Payment

Get Appeal Details

Get Member Details

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New Donation

New Group Signup

New Order

Create Member

Get Donation Details

Get Payment Details

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About Access Charity Websites

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces