Kiflo PRM + Zoho CRM

Update Zoho CRM module entries and reflect these changes in Kiflo PRM deals

Keep your sales pipeline up-to-date with this efficient workflow between Zoho CRM and Kiflo PRM. With this set-up, every time there's a change in a module entry in your Zoho CRM, it initiates an update in a corresponding deal in your Kiflo PRM. This smooth process aids in eliminating manual data entry and maintains your deal information in real-time.

When this happens...
Updated Module Entry
Triggers instantaneously when a module entry is updated
TriggerInstant
automatically do this!
Update Deal
Triggers when a property on an existing deal is updated.
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
Contact Added
Triggers when a new contact is added.
Trigger
Instant
Try It
Customer Added
Triggers when a new customer is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
Try It
Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
Try It
Deal Refused
Triggers when a new deal is refused.
Trigger
Instant
Try It
Lead Accepted
Triggers when a new lead is accepted.
Trigger
Instant
Try It
Lead Note Added
Triggers when a new note is added on a lead.
Trigger
Instant
Try It
Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
Try It
Partner Application Added
Triggers when a new partner application is added.
Trigger
Instant
Try It
Partner Added
Triggers when a new partner is added.
Trigger
Instant
Try It
Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Trigger
Instant
Try It
Partner Updated
Triggers when a new partner is updated.
Trigger
Instant
Try It
Payout Status Changed
Triggers when a payout status has changed.
Trigger
Instant
Try It
Reward Created
Triggers when a new reward is created.
Trigger
Instant
Try It
Transaction Added
Triggers when a new transaction is added.
Trigger
Instant
Try It
- Lead
- Deal
- NameRequired
- Source NameRequired
- Source URL
Action
Write
- IDRequired
Action
Write
- IDRequired
- Partner
- Status
- Source
Action
Write
- Deal IDRequired
- Partner IDRequired
- Role
- Source
- Use default rewards
Action
Write
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Stage
- Close Date
- Currency
- Additional properties (Obsolete - Do not use)
Action
Write
- LeadRequired
Action
Write
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- Partner ApplicationRequired
- Has access to Kiflo?
Action
Write
- CertificationRequired
- Partner Team MemberRequired
- StatusRequired
Action
Write
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Write
- IDRequired
- Partner name
- Status
- Prospection stage
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
Action
Write
- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
Action
Write
- IDRequired
Action
Write
- Partner
- AmountRequired
- CurrencyRequired
- Reward typeRequired
- CommentRequired
Action
Write
- NameRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- EmailRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search or write
- Field to Search ByRequired
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Search or 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
Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Trigger
Instant
Try It
Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
Try It
Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is added.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
Try It
Deal Updated
Triggers when a property on an existing deal is updated.
Trigger
Instant
Try It
Lead Added
Triggers when a new lead is added.
Trigger
Instant
Try It
Lead Refused
Triggers when a new lead is refused.
Trigger
Instant
Try It
Partner Application Accepted
Triggers when a partner application is accepted.
Trigger
Instant
Try It
Partner Application Rejected
Triggers when a partner application is rejected.
Trigger
Instant
Try It
Partner Note Added
Triggers when a new note is added on a partner.
Trigger
Instant
Try It
Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Trigger
Instant
Try It
Payout Created
Triggers when a new payout is created.
Trigger
Instant
Try It
Partner Added to Program Level
Triggers when a partner as added to a new program level.
Trigger
Instant
Try It
Team Member Added
Triggers when a new team member is added to an existing partner.
Trigger
Instant
Try It
Transaction Updated
Triggers when a new transaction is updated.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- Source partner
- Status
- Source
Action
Write
- DealRequired
- Note
- Is note visible to partner?
Action
Write
- DealRequired
- CustomerRequired
Action
Write
- DealRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- LeadRequired
- Note
- Is note visible to partner?
Action
Write
- LeadRequired
Action
Write
- LeadRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- Create note onRequired
- ContentRequired
Action
Write
- Partner ApplicationRequired
Action
Write
- Partner Team MemberRequired
- Email TemplateRequired
Action
Write
- Partner IDRequired
- Onboarding Pipeline IDRequired
- Onboarding Stage ID
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
Action
Write
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Write
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
- Source partner
- Status
- Source
Action
Search or write
- Field to Search ByRequired
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Search or write

About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels

Learn more

Related categories

Sales & CRM

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 deals in Zoho CRM for new deals in Kiflo PRM

Create leads in Kiflo PRM from new or updated contacts in Zoho CRM

Kiflo PRM + Zoho CRM

Update Zoho CRM module entries and reflect these changes in Kiflo PRM deals

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

Contact Added

Customer Added

Deal Accepted

Deal Note Added

Deal Refused

Lead Accepted

Lead Note Added

Lead Updated

Partner Application Added

Partner Added

Partner Onboarding Stage Updated

Partner Updated

Payout Status Changed

Reward Created

Transaction Added

Create Channel Conflict

Update Contact

Update Customer

Add Partner to Existing Deal

Create Deal

Update Deal

Convert Lead to Customer

Create Lead

Update Lead

Accept a Partner Application

Give a Certification

Create Partner

Update Partner

Create Payouts

Update Payout

Create Reward

Find a Certification

Find a Customer

Find a Lead

Find a Partner Team Member

Find a Payout

Find or Create a Contact

Find or Create a Deal

Find or Create a Partner

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

Business Plan Objective Updated

Contact Updated

Customer Updated

Deal Added

Deal Stage Changed

Deal Updated

Lead Added

Lead Refused

Partner Application Accepted

Partner Application Rejected

Partner Note Added

Partner Prospection Stage Updated

Payout Created

Partner Added to Program Level

Team Member Added

Transaction Updated

Create Contact

Create Customer

Accept Deal

Associate Customer to Deal