Cash Flow Portal + Zoho CRM

Create or update Zoho CRM module entries from new or updated Cash Flow Portal contacts

Streamline your contact management process between Cash Flow Portal and Zoho CRM with this efficient workflow. Whenever you create or update a contact in Cash Flow Portal, it will seamlessly create or update a module entry in Zoho CRM, ensuring that your records stay consistently updated across both platforms. Save time and reduce manual errors by automating this essential task in your sales and customer management process.

When this happens...
Create or Update Contact
Triggers when a contact is recently created or updated.
TriggerPolling
automatically do this!
Create/Update Module Entry
Create or update module entries
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

- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Contact ID
- Email address
- Team
- First name
- Last name
- Add tags
- Remove tags
- Note
- Secondary email address
- Phone number
- Accreditation status
- Show offerings
- Marketing subscription
- SMS consent
- Street address line 1
- Street address line 2
- City
- State/Province
- Zip/Postal code
- Country
Action
Write
- Contact IDRequired
- Team
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

- Team
Trigger
Instant
Try It
- Team
Trigger
Polling
Try It
- Team
Trigger
Instant
Try It
- Email addressRequired
- Team
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

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

CRM (Customer Relationship Management)

About Zoho CRM

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

Learn more

Cash Flow Portal + Zoho CRM

Create or update Zoho CRM module entries from new or updated Cash Flow Portal contacts

Supported triggers and actions

Create Contact

Investment Created (ActiveCampaign)

Investment Fund Received (ClickUp)

Create or Update Contact

Get Contact by Id

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

Create or Update Investment

Create or Update Contact

Investment Updated (ActiveCampaign)

Get Contact by Email Address

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

About Cash Flow Portal

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces