SubcontractorHub + Zoho CRM

Create new module entries in Zoho CRM for new customers in SubcontractorHub

Start managing your client relationships efficiently with this automation between SubcontractorHub and Zoho CRM. Whenever you acquire a new customer in SubcontractorHub, this workflow will promptly create a new module entry in Zoho CRM, ensuring that you can keep your records up-to-date without needing to manually transfer information between the two platforms. Focus on your customer relationships, not data entry, and let this convenient workflow streamline your process.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

Select Active Users
get the list of active users for the selected organization
Trigger
Polling
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Job TypeRequired
- TypeRequired
- CategoryRequired
Action
Write

- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- StreetRequired
- City
- StateRequired
- Postal CodeRequired
- Country
- Latitude
- Longitude
- Job TypeRequired
- Setter Email
- Sales Rep First Name
- Sales Rep Last Name
- Sales Rep Email
- Sales Rep Phone
- Sales Rep His Number
- Lead Source
- Lead Sub Source
- Lead Score
- Notes
- OrganizationRequired
- Company
- Description
- From Url
- Status
- Annual Revenue
- Employees
- Email Opt Out
- Utm Campaign
- Utm Source
- Utm Medium
- Utm Content
- Utm Term
- website
- Engagement History
- Spanish
- Preferred Contact Method
- Referred By
- Do Not Call
- Do Not Text
- Legal
- Default Timezone
- External Lead Id
- state
- Territory
Action
Write
- Unique IdRequired
- Finance Partner
- Finance Term Year
- Finance Rate
- Finance PPW
- Finance Monthly Payment
- OrganizationRequired
- Contract Signed URL
- County
- Country
- Latitude
- Longitude
- Downpayment
- Discounts Total
- Base System Cost
- Battery Total
- Adders Total
- Dealer Fee
- Contract Amount
- Utility Company
- Utility Bill
- Module Manufacturer
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Annual Production
- Annual Usage
- System Size (KW)
- Finance Type
- Contract Type
- Finance Escalator Rate
- Last Name
- Phone
- Owner Email
- Sales Representation Name
- Current Stage
- Sales Representation Email
Action
Write

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

- Organization
Trigger
Polling
Try It
- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Material Name
- Description
- Delivery Type
- ManufacturerRequired
- SKURequired
- Part NumberRequired
- TypeRequired
- Job TypeRequired
- Pack SizeRequired
- QuantityRequired
- Active
- No Of ItemRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- StreetRequired
- CityRequired
- StateRequired
- Postal CodeRequired
- Country
- Country Code
- Job TypeRequired
- OrganizationRequired
- Lead Source
- Lead Sub Source
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Qualifying Representative
- Campaign Number
- Lead Score
- Custom Fields
- Select Owner
- Owner Email
Action
Write
- Job TypeRequired
- StreetRequired
- CityRequired
- StateRequired
- Postal CodeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Module NameRequired
- Module WattsRequired
- Module Total PanelsRequired
- Battery NameRequired
- Battery PriceRequired
- Battery Size (kwh)Required
- Battery QuantityRequired
- OrganizationRequired
- External IdRequired
- TerritoryRequired
- Finance Partner
- Finance Rate
- Finance Term
- Finance Escalator
- Down Payment
- Contract Amount
- Financed Amount
- Utility Company
- System Size
- Annual Usage
- Annual Production
- Contract URL
- Shade Report URL
- Design URL
- Contract Signed Date
- Sales Rep Full Name
- Sales Rep Email
- Sales Rep First Name
- Sales Rep Last Name
- Owner Email
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Module Manufacturer
- Battery Manufacturer
- Price Per Watt
- Customer Phone
Action
Write
- Unique IdRequired
- Organization
- Fields [0] Field Key
- Fields [0] Field Value
- Fields [1] Field Key
- Fields [1] Field Value
- Fields [2] Field Key
- Fields [2] Field Value
- Fields [3] Field Key
- Fields [3] Field Value
- Fields [4] Field Key
- Fields [4] Field Value
- Fields [5] Field Key
- Fields [5] Field Value
- Fields [6] Field Key
- Fields [6] Field Value
- Fields [7] Field Key
- Fields [7] Field Value
- Fields [8] Field Key
- Fields [8] Field Value
- Fields [9] Field Key
- Fields [9] Field Value
- Fields [10] Field Key
- Fields [10] Field Value
- Fields [11] Field Key
- Fields [11] Field Value
- Fields [12] Field Key
- Fields [12] Field Value
- Fields [13] Field Key
- Fields [13] Field Value
- Fields [14] Field Key
- Fields [14] Field Value
- Fields [15] Field Key
- Fields [15] Field Value
- Fields [16] Field Key
- Fields [16] Field Value
- Fields [17] Field Key
- Fields [17] Field Value
- Fields [18] Field Key
- Fields [18] Field Value
- Fields [19] Field Key
- Fields [19] Field Value
- Fields [20] Field Key
- Fields [20] Field Value
- Fields [21] Field Key
- Fields [21] Field Value
- Fields [22] Field Key
- Fields [22] Field Value
- Fields [23] Field Key
- Fields [23] Field Value
- Fields [24] Field Key
- Fields [24] Field Value
- Fields [25] Field Key
- Fields [25] Field Value
- Fields [26] Field Key
- Fields [26] Field Value
- Fields [27] Field Key
- Fields [27] Field Value
- Fields [28] Field Key
- Fields [28] Field Value
- Fields [29] Field Key
- Fields [29] Field Value
- Fields [30] Field Key
- Fields [30] Field Value
- Fields [31] Field Key
- Fields [31] Field Value
- Fields [32] Field Key
- Fields [32] Field Value
- Fields [33] Field Key
- Fields [33] Field Value
- Fields [34] Field Key
- Fields [34] Field Value
- Fields [35] Field Key
- Fields [35] Field Value
- Fields [36] Field Key
- Fields [36] Field Value
- Fields [37] Field Key
- Fields [37] Field Value
- Fields [38] Field Key
- Fields [38] Field Value
- Fields [39] Field Key
- Fields [39] Field Value
- Fields [40] Field Key
- Fields [40] Field Value
- Fields [41] Field Key
- Fields [41] Field Value
- Fields [42] Field Key
- Fields [42] Field Value
- Fields [43] Field Key
- Fields [43] Field Value
- Fields [44] Field Key
- Fields [44] Field Value
- Fields [45] Field Key
- Fields [45] Field Value
- Fields [46] Field Key
- Fields [46] Field Value
- Fields [47] Field Key
- Fields [47] Field Value
- Fields [48] Field Key
- Fields [48] Field Value
- Fields [49] Field Key
- Fields [49] Field Value
- Fields [50] Field Key
- Fields [50] Field Value
- Fields [51] Field Key
- Fields [51] Field Value
- Fields [52] Field Key
- Fields [52] Field Value
- Fields [53] Field Key
- Fields [53] Field Value
- Fields [54] Field Key
- Fields [54] Field Value
- Fields [55] Field Key
- Fields [55] Field Value
- Fields [56] Field Key
- Fields [56] Field Value
- Fields [57] Field Key
- Fields [57] Field Value
- Fields [58] Field Key
- Fields [58] Field Value
- Fields [59] Field Key
- Fields [59] Field Value
- Fields [60] Field Key
- Fields [60] Field Value
- Fields [61] Field Key
- Fields [61] Field Value
- Fields [62] Field Key
- Fields [62] Field Value
- Fields [63] Field Key
- Fields [63] Field Value
- Fields [64] Field Key
- Fields [64] Field Value
- Fields [65] Field Key
- Fields [65] Field Value
- Fields [66] Field Key
- Fields [66] Field Value
- Fields [67] Field Key
- Fields [67] Field Value
- Fields [68] Field Key
- Fields [68] Field Value
- Fields [69] Field Key
- Fields [69] Field Value
- Fields [70] Field Key
- Fields [70] Field Value
- Fields [71] Field Key
- Fields [71] Field Value
- Fields [72] Field Key
- Fields [72] Field Value
- Fields [73] Field Key
- Fields [73] Field Value
- Fields [74] Field Key
- Fields [74] Field Value
- Fields [75] Field Key
- Fields [75] Field Value
- Fields [76] Field Key
- Fields [76] Field Value
- Fields [77] Field Key
- Fields [77] Field Value
- Fields [78] Field Key
- Fields [78] Field Value
- Fields [79 Field Key
- Fields [79] Field Value
- Fields [80] Field Key
- Fields [80] Field Value
- Fields [81] Field Key
- Fields [81] Field Value
- Fields [82] Field Key
- Fields [82] Field Value
- Fields [83] Field Key
- Fields [83] Field Value
- Fields [84] Field Key
- Fields [84] Field Value
- Fields [85] Field Key
- Fields [85] Field Value
- Fields [86] Field Key
- Fields [86] Field Value
- Fields [87] Field Key
- Fields [87] Field Value
- Fields [88] Field Key
- Fields [88] Field Value
- Fields [89] Field Key
- Fields [89] Field Value
- Fields [90] Field Key
- Fields [90] Field Value
- Fields [91] Field Key
- Fields [91] Field Value
- Fields [92] Field Key
- Fields [92] Field Value
- Fields [93] Field Key
- Fields [93] Field Value
- Fields [94] Field Key
- Fields [94] Field Value
- Fields [95] Field Key
- Fields [95] Field Value
- Fields [96] Field Key
- Fields [96] Field Value
- Fields [97] Field Key
- Fields [97] Field Value
- Fields [98] Field Key
- Fields [98] Field Value
- Fields [99] Field Key
- Fields [99] Field Value
- Fields [100] Field Key
- Fields [100] Field Value
Action
Write
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

About SubcontractorHub

SubcontractorHub is a CRM and design measurement tool for Roofing Contractors and Organisations.

Related categories

CRM (Customer Relationship 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

SubcontractorHub + Zoho CRM

Create new module entries in Zoho CRM for new customers in SubcontractorHub

Select Active Users

New Lead

New Customer

New Project Version 2

Add Material Type

Create Lead in CRM

Update Project

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

Get Stages Keys

Lead Updated

New Project

Add Materials

Create Customer

Create Project

Update Stages

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

About SubcontractorHub

Related categories

About Zoho CRM

Related categories

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