Dante Systems + Zoho CRM

Create or update Zoho CRM entries when new bookings are created in Dante Systems

Ease your customer management process with this efficient workflow. When a new booking is made in the Dante Systems app, instantly create or update a module entry in Zoho CRM. This not only saves time but also maintains an updated customer database in your CRM system, ensuring you have the most recent information at your fingertips. Maximize productivity and stay organized with this simple yet effective automation.

When this happens...
Booking Created
Triggers when a new booking is created.
TriggerPolling
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

- Fields
- Custom Filters
Trigger
Polling
Try It
- Fields
- Custom Filters
Trigger
Polling
Try It
- Selected Fields
- Show Online
- Custom Filters
Trigger
Polling
Try It
- Fields
- Coordinator
- Custom Filters
Trigger
Polling
Try It
- Fields
- Master Only
- Custom Filters
- Show Online
Trigger
Polling
Try It

- Fields
- Master Only
- Custom Filters
Trigger
Polling
Try It
- Import ID
- Company TypeRequired
Action
Write

- Course IDRequired
- Date(s)Required
- Start Time(s)
- End Time(s)
- Resource ID(s)
- Resource Type(s)
Action
Write
- Company IDRequired
- Get By Import ID
Action
Write
- Schedule IDRequired
- Get By Import ID
Action
Write
- Booking ID
- Booking Reference
- Invoice Number
- Selected Fields
- Custom Filters
Action
Search
- Course Name
- Course Reference
- Import ID
- Selected Fields
- Custom Filters
Action
Search
- Schedule ID
- Schedule Reference
- Import ID
- Selected Fields
- Custom Filters
Action
Search
- Company Name
- Company Reference
- Import ID
- Selected Fields
- Custom Filters
- Import ID
- Company TypeRequired
Action
Search or write
- Schedule ID
- Schedule Reference
- Import ID
- Selected Fields
- Custom Filters
- Course IDRequired
- Date(s)Required
- Start Time(s)
- End Time(s)
- Resource ID(s)
- Resource Type(s)
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

- Fields
- Custom Filters
Trigger
Polling
Try It
- Fields
- Custom Filters
Trigger
Polling
Try It
- Selected Fields
- Custom Filters
- Show Online
Trigger
Polling
Try It
- Fields
- Coordinator
- Custom Filters
Trigger
Polling
Try It
- Fields
- Custom Filters
- Master Only
Trigger
Polling
Try It
- Fields
- Custom Filters
- Master Only
- Show Online
Trigger
Polling
Try It
- Import ID
Action
Write
- Booking IDRequired
- Get By Import ID
Action
Write
- Delegate IDRequired
- Get By Import ID
Action
Write
- Schedule Delegate IDRequired
- Get By Import ID
Action
Write
- Company Name
- Company Reference
- Import ID
- Selected Fields
- Custom Filters
Action
Search
- First Name
- Surname
- Email
- Import ID
- Selected Fields
- Custom Filters
Action
Search
- Help
- Schedule Delegate ID
- Schedule Delegate Reference
- Delegate ID
- Delegate Reference
- Delegate Email
- Delegate First Name
- Delegate Surname
- Schedule ID
- Schedule Reference
- Selected Fields
- Custom Filters
Action
Search
- First Name
- Surname
- Email
- Import ID
- Selected Fields
- Custom Filters
- Import ID
Action
Search or write
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 Dante Systems

Training Management Software to centralise training operations and optimise administration time

Related categories

Education

About Zoho CRM

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

Learn more

Dante Systems + Zoho CRM

Create or update Zoho CRM entries when new bookings are created in Dante Systems

Booking Created

Company Created

Course Created

Delegate Created

Schedule Created

Schedule Delegate Updated

Create Company

Create Schedule

Update Company

Update Schedule

Get Booking

Get Course

Get Schedule

Get or Create Company

Find or Create Schedule

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

Booking Updated

Company Updated

Course Updated

Delegate Updated

Schedule Delegate Created

Schedule Updated

Create Delegate

Update Booking

Update Delegate

Update Schedule Delegate

Get Company

Get Delegate

Get Schedule Delegate

Get or Create Delegate

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 Dante Systems

Related categories

About Zoho CRM

Related categories

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Zapier Interfaces