Membrain + Zoho CRM

Create new Membrain projects from new leads in Zoho CRM

Streamline your sales process by linking your Zoho CRM with Membrain. With this workflow, every time there is a new lead in Zoho CRM, a sales project is instantly created in Membrain. This bridges the gap between your CRM and sales initiative, ensuring a seamless transition that attracts, retains, and profits from customers. Save time, reduce manual data entry, and focus on turning leads into successful sales.

When this happens...
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.
TriggerPolling
automatically do this!
Create Sales Project
Creates a new sales project.
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
Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Company NameRequired
Action
Write
- TypeRequired
- ContentTypeRequired
- Name
- Link
- File
Action
Write
- Process NameRequired
- Opportunity NameRequired
- Company NameRequired
- Owner NameRequired
- Value
- Value Currency
- Estimated Closing Date
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
- Please select one or more Activity Types
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Campaign StagesRequired
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Please select one or more Process StagesRequired
Trigger
Polling
Try It
- Activity Type
- Company NameRequired
- ContentsRequired
- Prospect Name
- Sales Project Name
- Organizer Name
- Contact Name
Action
Write
- Company NameRequired
- Contact NameRequired
Action
Write
- Campaign NameRequired
- Company NameRequired
- Contact Name
- Owner Name
Action
Write

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

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

Learn more

Membrain + Zoho CRM

Create new Membrain projects from new leads in Zoho CRM

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

Content Hub Item Created

Prospect Created

Prospect Won

Sales Project Created

Sales Project Won

Create Company

Create Content Hub Item

Create Sales Project

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

Activity Created

Prospect Disqualified

Prospect Moved to Stage

Sales Project Archived

Sales Project Moved to Stage

Create Activity

Create Contact

Create Prospect

About Membrain

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces