Customers.ai + Zoho CRM

Create Zoho CRM module entries for new Customers.ai contacts

When a new contact emerges in Customers.ai, instantly incorporate them into your Zoho CRM by creating a module entry. This smooth, efficient process eliminates manual data entry, ensuring your CRM is always up-to-date. Enjoy immediate, seamless connections with your valuable contacts.

When this happens...
New Contact
Triggers when a new contact is added to your page.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

- Trigger NameRequired
Trigger
Instant
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- Attribute NameRequired
Trigger
Instant
Try It
- Phone Number or EmailRequired
- Full Name
- First Name
- Last Name
Action
Write
- Lookup AttributeRequired
- Lookup ValueRequired
Action
Write
- Attribute NameRequired
- Attribute ValueRequired
Action
Search

- Recipient 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
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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 Contact
Triggers when a new contact is added to your page.
Trigger
Instant
Try It
- Automation IDRequired
- Phone Number or EmailRequired
- Full Name
- First Name
- Last Name
Action
Write
- Recipient IDRequired
- MessageRequired
- Messaging Type
- Tag
Action
Write
- IDRequired
Action
Search
- First Name
- Last Name
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