ClickFunnels + Zoho CRM

Identify new ClickFunnels contacts and create or update module entries in Zoho CRM

Boost your sales efficiency with this workflow. When a new contact is identified in ClickFunnels, this automation immediately updates or creates a module entry in your Zoho CRM. This simplifies your lead management process, ensuring no contact falls through the cracks and every potential client receives timely attention.

When this happens...
Contact Identified
Triggers when a new Contact is identified by email address or phone number.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
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- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- PipelineRequired
- StageRequired
- Email AddressRequired
- Opportunity NameRequired
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- TagRequired
Action
Write

- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
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
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- ModuleRequired
Trigger
Instant
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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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- 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

- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- CourseRequired
Trigger
Instant
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Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
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- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- CourseRequired
Action
Write
- Search Type
- Search Value
Action
Search
- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search or 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
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 ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.

Learn more

Related categories

Website & App Building

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

Update or create contacts in ClickFunnels when new contacts are added in Zoho CRM

Create new module entries in Zoho CRM when new contacts are identified in ClickFunnels

Update Zoho CRM module entries each time a new contact form is submitted in ClickFunnels

ClickFunnels + Zoho CRM

Identify new ClickFunnels contacts and create or update module entries in Zoho CRM

Scheduled Appointment Event Created

Course Enrollment Created for Contact

Contact Submitted Form

One-Time Order Paid

Subscription Invoice Paid

Create Opportunity

Remove Tag From Contact

Update or Create 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

Contact Completed Course

Contact Identified

Contact Suspended From Course

Opportunity Moved Stages

Apply Tag to Contact

Enroll a Contact Into a Course

Search Contacts by Email or ID

Update or Create a Contact (By Email Address)

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 ClickFunnels

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates