Karbon + Zoho CRM

Create new Karbon contacts from new Zoho CRM leads

Streamline your lead management process with this workflow. After a new lead is added within the Zoho CRM system, this automation swiftly creates a corresponding person contact in your Karbon app. No more manual data entry, saving you precious time to focus better on nurturing your new leads. It's a seamless integration that optimizes your business operations.

When this happens...
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.
TriggerPolling
automatically do this!
Create Person Contact
Triggers when a new person contact is created.
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
Person Contact Updated
Triggers when a person contact is updated.
Trigger
Instant
Try It
Organization Contact Updated
Triggers when an organization contact is updated.
Trigger
Instant
Try It
- IdRequired
- First NameRequired
- Last NameRequired
- Client Identifier
- Contact Type
- Preferred Name
- Salutation
- Email Address
- Address Line
- City
- State Province County
- Zip Code
- Country
Action
Write
- IdRequired
- NameRequired
- Client Identifier
- Contact Type
- Website
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- Search TermRequired
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
New Person Contact
Triggers when a new person contact is created.
Trigger
Instant
Try It
New Organization Contact
Triggers when a new organization contact is created.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Client Identifier
- Contact Type
- Preferred Name
- Salutation
- Email Address
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- NameRequired
- Client Identifier
- Contact Type
- Website
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- Search TermRequired
Action
Search

About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

Learn more