DealMachine + Zoho CRM

DealMachine + Zoho CRM integrations

Create new Zoho CRM entries for new leads in DealMachine

Capture new leads with ease using this seamless workflow. Whenever a new lead emerges within DealMachine, a corresponding entry is created in your Zoho CRM, thereby ensuring vital details are stored efficiently. Streamline your tracking process, reduce manual data entries, and accelerate your sales cycle effortlessly with this automation.

When this happens...
TriggerPolling
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with DealMachine and Zoho CRM

Discover other triggers and actions you can use with DealMachine and Zoho CRM

- Search Query
  Required
- Suggestion Scope
- State (2-letter)
- Maximum Results
Action
Search
- Full Address
- Street
- City
- State (2-letter)
- ZIP
- Contact Audience
- Fields
Action
Search
- Email
  Required
- Include Properties
- City Place ID
- Fields
Action
Search
- Phone
  Required
- Include Properties
- City Place ID
- Fields
Action
Search
- Subject Property ID
  Required
- Timeframe
- Radius (miles)
- Max Comps
Action
Search

- Person ID
  Required
- Include Properties
- Property Limit
- Fields
Action
Search
- Source Type
- Search
Action
Search

- Location Type
- Location Code
- Latitude
- Longitude
- Radius (miles)
- Page
- Results Per Page
- Estimate Cost Only (no credits spent)
- Advanced: Filters JSON
- Advanced: Locations JSON
Action
Search
- Search Query
  Required
- Type
- State (2-letter)
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
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Phone
  Required
Action
Search
- APN
  Required
- State (2-letter)
  Required
- Contact Audience
- Fields
Action
Search
- Last Name
  Required
- First Name
- Middle Initial
- State (2-letter)
- City Place ID
- Include Properties
- Fields
- Page
- Results Per Page
Action
Search
- Latitude
  Required
- Longitude
  Required
- Contact Audience
- Fields
Action
Search
- Person IDs
  Required
- Fields
- Include Properties
Action
Search
- Property ID
  Required
- Contact Audience
- Fields
Action
Search
- Source Type
- Search
Action
Search
- Location Type
- Location Code
- Latitude
- Longitude
- Radius (miles)
- Contact Audience
- Page
- Results Per Page
- Estimate Cost Only (no credits spent)
- Advanced: Filters JSON
- Advanced: Locations JSON
Action
Search
- Full Address
- Street
- Unit
- City
- State (2-letter)
- ZIP
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About DealMachine

DealMachine is a real estate investing platform that helps investors find property owners, manage leads, and run direct mail campaigns.

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About Zoho CRM

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

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CRM (Customer Relationship Management)

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