Commusoft + Zoho CRM

Create module entries in Zoho CRM for new contacts in Commusoft

Keep your customer relationship management process updated and efficient! With this workflow, whenever a new contact is added in your Commusoft app, it will simultaneously create a module entry in your Zoho CRM app. This helps you save time, eliminate duplicate entries, and ensures that your Zoho CRM records are always up-to-date with the latest contact information.

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

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Supported triggers and actions

New Customer
Triggers when a new customer is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Instant
Try It

New Work Address
Triggers when a new work address is created.
Trigger
Instant
Try It
Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
Try It

Opportunity Won
Triggers when an opportunity is won.
Trigger
Instant
Try It
New Office Tasks
Triggers when a new tasks is created.
Trigger
Instant
Try It
- Customer TypeRequired
- AddressLine1Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer IdRequired
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

New Diary
Triggers when new diary event created.
Trigger
Instant
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Job Complete
Triggers when a job is completed.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Scheduled Activity
Triggers when a new scheduled activity is created.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is updated.
Trigger
Instant
Try It
Opportunity Lost
Triggers when an opportunity is lost.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
Try It
- Opportunity templateRequired
- SurnameRequired
- Name
- Addressline1Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer TypeRequired
- Addressline1Required
- Job DescriptionRequired
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
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

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

Learn more

Related categories

Scheduling & Booking

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Commusoft + Zoho CRM

Create module entries in Zoho CRM for new contacts in Commusoft

New Customer

Job Closed

New Contact

New Job

New Proposal

New Work Address

Opportunity Cancelled

Opportunity Won

New Office Tasks

Create New Customer

Create New Work Address

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

New Diary

Job Complete

New Invoice

New Opportunity

New Scheduled Activity

Opportunity Stage Changed

Opportunity Lost

Proposal Sent

Create Opportunity

Create New Job

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

About Commusoft

Related categories

About Zoho CRM

Related categories

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Zapier Interfaces