Lodgify + Zoho CRM

Create module entries in Zoho CRM when new messages are received in Lodgify threads

Improve your operational efficiency with this Lodgify to Zoho CRM workflow. By immediately creating a record in Zoho CRM when a new message is received in a Lodgify thread, this streamlines data transfer between your lodging business platform and your customer relationship management system. Through this seamless process, you can ensure that every crucial interaction is tracked, meaning you'll never miss any important details related to your customers.

When this happens...
Message Received in Thread
Triggers when a new guest message is received in a thread.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

Booking Change
Triggers when a Booking is updated.
Trigger
Instant
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New Booked Booking
Triggers when a new Booked Booking is created.
Trigger
Instant
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Booking Status Changed to Declined
Triggers when a Booking status changes to Declined.
Trigger
Instant
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Booking Status Changed to Tentative
Triggers when a Booking status changes to Tentative.
Trigger
Instant
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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
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- ModuleRequired
Trigger
Instant
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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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- 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 Booking
Triggers when a new Booking is created.
Trigger
Instant
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Booking Status Changed to Booked
Triggers when a Booking status changes to Booked.
Trigger
Instant
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Booking Status Changed to Open
Triggers when a Booking status changes to Open.
Trigger
Instant
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Message Received in Thread
Triggers when a new guest message is received in a thread.
Trigger
Instant
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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
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- 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