Agency Elephant + Zoho CRM

Create or update Agency Elephant leads from new Zoho CRM contacts

Effortlessly manage your leads between Zoho CRM and Agency Elephant with this seamless workflow. Whenever a new contact is added in Zoho CRM, this automation will create or update a lead in Agency Elephant, ensuring your lead information stays up-to-date and consistent across both platforms. Spend less time on manual data entry and focus on nurturing those valuable leads!

When this happens...
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.
TriggerPolling
automatically do this!
Create or Update Lead
Create a new lead, or updates an existing lead.
ActionWrite

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Supported triggers and actions

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
- EventRequired
- TagRequired
Trigger
Instant
Try It
New Group
Triggers when a new Group is created.
Trigger
Instant
Try It
- Lead IDRequired
- ActionRequired
- Pipeline StatusRequired
Action
Write
- Lead IDRequired
- ActionRequired
- GroupRequired
Action
Write
- Enter a keywordRequired
- Select a group
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
- EventRequired
- Pipeline StatusRequired
Trigger
Instant
Try It
- EventRequired
- GroupRequired
Trigger
Instant
Try It
- GroupRequired
Trigger
Instant
Try It
- Lead IDRequired
- ActionRequired
- TagsRequired
Action
Write
- Select a groupRequired
- Select a tag
- Select Pipeline Status
Action
Write

About Agency Elephant

Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.

Related categories

CRM (Customer Relationship Management)

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

Agency Elephant + Zoho CRM

Create or update Agency Elephant leads from new Zoho CRM contacts

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

Tag Added or Removed From Lead

New Group

Add/Remove Pipeline Status From Lead

Copy/Move Lead

Find Lead

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

Pipeline Status Added or Removed From Lead

Lead Copied or Moved

New Lead Added to Group

Add/Remove Tag From Lead

Create or Update Lead

About Agency Elephant

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces