InfluencerSoft + Zoho CRM

Add new Zoho CRM contacts as leads in InfluencerSoft

Effortlessly maintain your leads in both Zoho CRM and InfluencerSoft with this seamless workflow. Whenever a new contact is added in Zoho CRM, this automation will simultaneously add or update the lead in InfluencerSoft, ensuring your data is consistently up-to-date across both platforms. Save time, reduce manual entry, and stay organized by streamlining your lead management process.

When this happens...
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.
TriggerPolling
automatically do this!
Add/Update Lead
Add a new lead to a list of your choosing. Can be used to update an existing lead too.
ActionWrite

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Supported triggers and actions

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
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Purchase
Triggers when a product is purchased.
Trigger
Instant
Try It
- Add to List
- Remove from list
- Add tag
- Remove tag
- Lead email
- Lead first name
- Lead last name
- Lead middle name
- Lead phone
- Lead billing address 1
- Lead billing address 2
- Lead billing city
- Lead billing state
- Lead billing zip
- Lead billing country code
- Lead shipping address 1
- Lead shipping address 2
- Lead shipping city
- Lead shipping state
- Lead shipping zip
- Lead shipping country code
- Lead points
- Lead timezone (utc)
- Lead description
- Lead personal manager
- Lead Facebook
- Lead Instagram
- Lead WhatsApp
- Lead LinkedIn
- Lead Telegram
- Lead Viber
- Lead Vkontakte
- Utm_medium
- Utm_source
- Utm_campaign
- Utm_content
- Utm_term
Action
Write
- ListRequired
- Lead emailRequired
Action
Write
- Lead emailRequired
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
Added to List
Triggers when a lead is added to any list.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
- Lead tagRequired
- Lead emailRequired
Action
Write
- Customer EmailRequired
- Product NameRequired
- Product Price
- Coupon
- Customer VAT ID
- Order Created at
- Order Paid at
- Order Status
- Order Сonfirmed
- Payment method
- Order IP
- Order Tag
- Note
- Order Sales Manager
- Affiliate
- Utm_medium
- Utm_source
- Utm_campaign
- Utm_content
- Utm_term
- Customer First Name
- Customer Last Name
- Customer Middle Name
- Customer Phone
- Customer billing address 1
- Customer billing address 2
- Customer billing city
- Customer billing state
- Customer billing zip
- Customer billing country code
- Customer shipping / Name
- Customer shipping / Phone
- Customer shipping address 1
- Customer shipping address 2
- Customer shipping city
- Customer shipping state
- Customer shipping zip
- Customer shipping country code
Action
Write
- Lead tagRequired
- Lead emailRequired
Action
Write

About InfluencerSoft

InfluencerSoft is a platform for selling digital products & courses online.

Related categories

Education

About Zoho CRM

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

Learn more

Related categories

Similar apps

Related Zap Templates

Create and update InfluencerSoft leads from new or updated Zoho CRM contacts

Related Zap Templates

Create and update InfluencerSoft leads from new or updated Zoho CRM contacts

InfluencerSoft + Zoho CRM

Add new Zoho CRM contacts as leads in InfluencerSoft

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

New Lead

New Purchase

Add/Update Lead

Remove Lead From List

Unsubscribe Lead

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

Added to List

New Order

Add Tag to Lead

Create Order

Remove Tag From Lead

About InfluencerSoft

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates