Channlworks + Zoho CRM

Create module entries in Zoho CRM for new opportunities from insights in Channlworks

Efficiently manage your sales opportunities by automating the creation of Zoho CRM entries from opportunities in Channlworks insights. When a new opportunity is identified in Channlworks, this integration automatically transfers the data to Zoho CRM, creating a new module entry. This automation eliminates manual data entry, ensures consistent tracking, and allows your sales team to focus on closing deals.

When this happens...
New Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
TriggerPolling
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

New Customer Account
Triggers when new customer account is added.
Trigger
Polling
Try It
New Customer Contacts Activity
Triggers for customer contacts logs
Trigger
Polling
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New Lead Activity
Triggers whenever there’s a new activity update from any lead.
Trigger
Polling
Try It
New Opportunity Activity
Triggers whenever there’s a new activity update from any opportunity.
Trigger
Polling
Try It
New Organization Contacts Activity
Triggers for organization contacts logs
Trigger
Polling
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New Organization Account
Triggers when new organization account is added.
Trigger
Polling
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New Lead From Insights
Triggers when new lead appears on lead insights.
Trigger
Polling
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New Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
Trigger
Polling
Try It
New Receivable Payable
Triggers when new receivable payable is added where user is a stakeholder in.
Trigger
Polling
Try It
- Account NameRequired
- WebsiteRequired
- Number of Employees
- Address
- Phone Number
Action
Write
- Account IDRequired
- NameRequired
- Work EmailRequired
- Phone Number
- Role
Action
Write
- Opportunity IDRequired
- Brief DescriptionRequired
- Approver
Action
Write
- Contact IdRequired
- Name
- Phone Number
- Role
Action
Write
- Opportunity IDRequired
- Stage
- Expected Value
- Expected Volume
- Expected Win Date
- Contract Start Date
- Contract End Date
Action
Write
- Contact IdRequired
- Phone Number
- Role
Action
Write
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
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

New Customer Accounts Activity
Triggers for customer accounts logs
Trigger
Polling
Try It
New Lead
Triggers when new lead is added where user is a stakeholder in.
Trigger
Polling
Try It
New Opportunity
Triggers when new opportunity is added where user is a stakeholder in.
Trigger
Polling
Try It
New Organization Accounts Activity
Triggers for organization accounts logs
Trigger
Polling
Try It
New Customer Contact
Triggers when new customer contact is added.
Trigger
Polling
Try It
New Organization Contact
Triggers when new organization contact is added.
Trigger
Polling
Try It
New MDF Request
Triggers when a new MDF request is added where user is a stakeholder in.
Trigger
Polling
Try It
New POV Request
Triggers when new POV request is added where user is a stakeholder in.
Trigger
Polling
Try It
- Lead IDRequired
- NameRequired
- DetailsRequired
- StageRequired
- Expected Value CurrencyRequired
- Expected ValueRequired
- Expected QuantityRequired
- Expected Win DateRequired
- Contract Start Date
- Contract End Date
Action
Write
- ModuleRequired
- Module Reference IDRequired
- HeaderRequired
- ContentRequired
- Discussion Date
- Participants
Action
Write
- Lead NameRequired
- Owner NameRequired
- Owner EmailRequired
- Approver NameRequired
- Approver EmailRequired
- Account NameRequired
- WebsiteRequired
- SourceRequired
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- Expected Lead Value CurrencyRequired
- Expected Lead ValueRequired
Action
Write
- Account IDRequired
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Lead IDRequired
- Owner Email
- Source of Lead
- Expected Lead Value
Action
Write
- Account IDRequired
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
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 Channlworks

Channlworks is a SaaS-based alliance management platform that simplifies multi-alliance management, enabling seamless communication and collaboration.

Related categories

Sales & CRM

About Zoho CRM

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

Learn more

Related categories

Similar apps

Related Zap Templates

Create module entries in Zoho CRM for new leads from insights in Channlworks

Create leads in Channlworks for new module entries in Zoho CRM

Channlworks + Zoho CRM

Create module entries in Zoho CRM for new opportunities from insights in Channlworks

New Customer Account

New Customer Contacts Activity

New Lead Activity

New Opportunity Activity

New Organization Contacts Activity

New Organization Account

New Lead From Insights

New Opportunity From Insights

New Receivable Payable

Create Customer Account

Create Customer Contact

Create POV Request

Update Customer Contact

Update Opportunity

Update Organization Contact

Find Customer Contact

Find Opportunity

Find Organization Contact

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

New Customer Accounts Activity

New Lead

New Opportunity

New Organization Accounts Activity

New Customer Contact

New Organization Contact

New MDF Request

New POV Request

Convert Lead to Opportunity

Create ChannlNote

Create Lead

Update Customer Account

Update Lead

Update Organization Account

Find Customer Account

Find Lead

Find Organization Account

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 Channlworks

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates