Elevated CRM + Zoho CRM

Create or update Elevated CRM contacts from new Zoho CRM contacts

Effortlessly keep your contacts up-to-date with this seamless workflow between Zoho CRM and Elevated CRM. When a new contact is added to Zoho CRM, this automation will create or update the corresponding contact by phone number in Elevated CRM. Save time and ensure consistency across your CRMs with this easy-to-set-up integration.

When this happens...
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.
TriggerPolling
automatically do this!
Create or Update Contact by Phone
Create Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
ActionWrite

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Supported triggers and actions

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
Contact Updated
A contact is updated in Elevated.
Trigger
Instant
Try It
- Phone To Search ByRequired
- IdRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search ByRequired
Action
Write
- Id To Search ByRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search ByRequired
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
- 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
Contact Created
Triggers when a contact is created in Elevated Network.
Trigger
Instant
Try It
- Email To Search ByRequired
- IdRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- LInked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Email To Search ByRequired
Action
Write
- Id To Search ByRequired
Action
Write
- Email To Search ByRequired
Action
Search

About Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

Related categories

Contact Management

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

Create or update Elevated CRM contacts by phone from new or updated Zoho CRM contacts

Related Zap Templates

Create or update Elevated CRM contacts by phone from new or updated Zoho CRM contacts

Elevated CRM + Zoho CRM

Create or update Elevated CRM contacts from new Zoho CRM contacts

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 Updated

Create or Update Contact by Phone

Delete Contacts by Phone

Update Contact by Id

Find Contacts by Phone

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

Contact Created

Create or Update Contact by Email

Delete Contacts by Email

Delete Contact by Id

Find Contacts by Email

About Elevated CRM

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates