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Set up your first integration
Quickly connect Lark to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Lark 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 "Receive Message in Lark Group Chat" from Lark.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Lark 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.
- Channel IDRequired
Try ItTriggerInstant- App token (Found in Base URL)Required
- Table IDRequired
ActionWrite- Select FolderRequired
- Doc NameRequired
ActionWrite- Folder NameRequired
- Folder TokenRequired
ActionWrite
- Channel IDRequired
Try ItTriggerInstant- App Token (Found in Base URL)Required
- Table IDRequired
- Record IDRequired
ActionWrite- Parent Folder TokenRequired
- New Folder NameRequired
ActionWrite- SummaryRequired
- DescriptionRequired
- Due (Unix Time in millisecond)Required
- AssigneeRequired
ActionWrite
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Practical ways you can use Lark and Zoho CRM
Sync new deals with meeting schedules
When a new deal is added in Zoho CRM, automatically create a meeting schedule in Lark. This integration ensures timely coordination with clients, reducing delays and aligning your team for every opportunity.
Business OwnerNotify sales team about updated leads
Set up instant notifications in Lark for your sales team whenever a lead is updated in Zoho CRM. This automation saves time and ensures no lead updates are missed, helping to increase responsiveness and conversion rates.
Sales OpsLearn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Lark + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Lark and Zoho CRM
How can I set up a trigger for a new contact in Zoho CRM when an event occurs in Lark?
To set up a trigger for a new contact in Zoho CRM from an event in Lark, first create a new Zap and choose Lark as the trigger app. Select the specific event in Lark that you want to trigger the action, such as receiving a message or adding a calendar entry. Then, choose Zoho CRM as the action app and define your action as 'Create Contact.' This will automate the process of adding contacts based on your specified conditions.
What are some common actions I can automate between Lark and Zoho CRM?
Some common actions you can automate include creating new leads or contacts in Zoho CRM whenever certain activities occur in Lark, such as scheduling meetings or receiving specific messages. You can also update existing records or send notifications via tasks created in either system.
Is it possible to update Zoho CRM records from tasks completed in Lark?
Yes, it is possible to update Zoho CRM records based on task completions in Lark. You'll need to set up an automation where completing a task in Lark triggers an update action on the corresponding record within Zoho CRM. This ensures your data remains synchronized across platforms.
Can I receive alerts in Lark for changes made within Zoho CRM?
You can configure automation so that any changes made within Zoho CRM will trigger alerts or messages sent directly into your Lark account. This involves setting up a Zap where changes to specific data types – like Contacts or Deals – prompt notifications sent into chosen channels on Lark.
How do we ensure data synchronization between both platforms?
To ensure data synchronization between both platforms, establish consistent two-way communication via automation rules linking activities and updates between them. Use triggers that respond immediately to changes (like adding new entries) so that both systems reflect accurate and current data.
Are there limits on how many triggers can be set up between these two applications?
The limit for setting up triggers depends on our current plan terms and available API connections within both applications. While generally many processes are supported, the frequency of execution might affect performance based on volume.
What troubleshooting steps should we follow if our integrations aren't working correctly?
If integrations aren’t performing as expected, first verify connection authenticity by reauthorizing accounts across each platform if necessary. Check that all configurations align correctly with intended operations, reviewing each step of your automated workflows carefully for missing elements or errors.
