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Halo Service Solutions
Halo Service Solutions logo
Halo Service Solutions
1. Choose trigger event
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Zoho CRM
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Zoho CRM
2. Choose action
Halo Service Solutions logo
1. Select the event
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Halo Service Solutions
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Ticket" from Halo Service Solutions.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Halo Service Solutions 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.

    • Description
      Required
    • Customer
    • Site
    • End User
    • Ticket Type
    • Status
    • Service Level Agreement
    • Priority
    • Team
    • Agent
    Trigger
    Instant
    Try It
    • Name
      Required
    • Top Level
    • Important Customer
    • Site Name
    • Phone Number
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Address Line 4
    • Postcode
    • Contact Name
    • Contact Email Address
    Action
    Write
    • Email Address
      Required
    • Ticket Type
      Required
    • Summary
    • Details
    • Priority
    Action
    Write
  • Zoho CRM triggers, actions, and search
    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
    • Description
      Required
    • Customer
    • Site
    • End-User
    • Ticket Type
    • Status
    • Service Level Agreement
    • Priority
    • Team
    • Agent
    Trigger
    Instant
    Try It
    • Name
      Required
    • Customer Name
      Required
    • Main Site
      Required
    • Phone Number
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Address Line 4
    • Postcode
    • Contact Name
    • Contact Email Address
    Action
    Write
    • Name
      Required
    • Customer Name
      Required
    • Site Name
      Required
    • Email Address
    • Network Login
    • Work Phone Number
    • Mobile Phone Number
    Action
    Write
  • Zoho CRM triggers, actions, and 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

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Halo Service Solutions and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Halo Service Solutions to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Halo Service Solutions
Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.
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Related categories
Project Management
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)Zoho
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