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Set up your first integration
Quickly connect DoubleTick to Zoho CRM with a Zapier template.
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Zapier makes it easy to integrate DoubleTick with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Message Received" from DoubleTick.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects DoubleTick and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Message Received
Triggers when a new message is received.
Try ItTriggerInstant - ToRequired
- Media TypeRequired
- Media UrlRequired
- Caption
ActionWrite- ToRequired
- Select TemplateRequired
ActionWrite- 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.
Try ItTriggerPolling
- Message Status Update
Triggers when a message status is updated.
Try ItTriggerInstant - ToRequired
- TextRequired
- Preview Url
ActionWrite- 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
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Connect DoubleTick and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Frequently Asked Questions about DoubleTick + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with DoubleTick and Zoho CRM
How do I set up the DoubleTick integration with Zoho CRM?
You can set up the integration by visiting our integrations page and selecting Zoho CRM. From there, you'll need to connect your Zoho CRM account by entering your credentials. Once connected, you can start setting triggers and actions between DoubleTick and Zoho CRM.
Can I trigger an action in Zoho CRM when a message is marked as ‘read’ in DoubleTick?
Yes, you can create a trigger for when a message is marked as 'read' in DoubleTick which can then initiate an action in Zoho CRM such as updating a contact or adding a note.
What types of triggers are available in the DoubleTick and Zoho CRM integration?
In our integration with Zoho CRM, you can set up triggers such as when a message is sent, read, or replied to in DoubleTick. These triggers can automate actions within your Zoho workflows.
Is it possible to update a lead’s status automatically when an email is opened using DoubleTick?
Absolutely, when an email tracked by DoubleTick is opened, you can trigger a status update for that lead directly within Zoho CRM.
How does the syncing process work between DoubleTick and Zoho CRM?
The synchronization occurs automatically based on set triggers and actions. You define these parameters during setup so that activities such as tracking email opens or updates are communicated back to your Zoho CRM.
What actions can be automated in Zoho CRM through this integration?
You can automate several actions such as creating or updating contacts, tasks, events, or records based on specific triggers from activity within DoubleTick.
Does the integration support bidirectional updates between DoubleTick and Zoho CRM?
The current setup supports unilateral automation where actions triggered by activity in DoubleTick result in updates to your data within Zoho CRM. Changes made directly inside Zoho are not automatically reflected back into DoubleTick unless programmed separately.
