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Set up your first integration
Quickly connect Zoho CRM to Clay with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Zoho CRM with Clay - 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 "New Contact" from Zoho CRM.
Add your action
An action happens after the trigger—such as "Create Record in Table" in Clay.
You’re connected!
Zapier seamlessly connects Zoho CRM and Clay, 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.
- 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- 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.
Try ItTriggerPolling - New User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerPolling
- 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 - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- ModuleRequired
Try ItTriggerInstant
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Practical ways you can use Zoho CRM and Clay
Update Zoho CRM contacts from Clay records.
Whenever a record is updated in Clay, Zapier will update the corresponding contact in Zoho CRM. This keeps your CRM’s data accurate and up to date across platforms, enabling better relationship management and stronger decision-making.
Business OwnerSync new leads from Zoho CRM to Clay.
When a new lead is added in Zoho CRM, Zapier will automatically create a record in Clay. This ensures your contact details are always up to date for marketing campaigns or outreach teams, reducing manual data entry and improving response times.
Marketing & Marketing OpsLog new Zoho CRM contacts in Clay.
Each time a new contact is created in Zoho CRM, Zapier adds it as a record in Clay. This centralizes contact data, helping sales teams manage pipelines and client interactions without jumping between tools.
Sales OpsLearn how to automate Zoho CRM on the Zapier blog
Learn how to automate Clay on the Zapier blog
Frequently Asked Questions about Zoho CRM + Clay integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoho CRM and Clay
How does the integration between Zoho CRM and Clay work?
The integration between Zoho CRM and Clay allows users to create connections where specific triggers in one app lead to predefined actions in the other. For instance, when a new lead is added in Zoho CRM, it can automatically initiate a contact creation or update action in Clay.
What are some common triggers for this integration?
Common triggers include new lead creation, deal stage changes, or updates in contact information within Zoho CRM. These triggers can be customized to initiate actions within Clay.
Are there any specific actions that can be performed in Clay via this integration?
Yes, possible actions include creating new contacts, updating existing contacts with additional information, or organizing contacts based on changes from Zoho CRM.
Do I need technical skills to set up the Zoho CRM and Clay integration?
No technical skills are required to set up the integration. Our intuitive interface guides users through connecting their accounts and selecting desired triggers and actions.
Can I customize which fields from Zoho CRM are sent to Clay?
Yes, you can specify which fields will be transferred from Zoho CRM to Clay during the setup of your triggers and actions. This ensures that only relevant information is shared.
How frequently does data sync occur between Zoho CRM and Clay?
Data sync frequency depends on the plan you have with us but typically happens at regular intervals or instantly depending on trigger events configured.
What happens if there’s an error during the data transfer between Zoho CRM and Clay?
If an error occurs during data transfer, our system logs detailed information allowing you to identify and resolve issues. You will also receive a notification outlining steps for troubleshooting.
