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Start with a template that brings Sembley and Zoho CRM together. Build enterprise-grade automation in minutes.
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How Zapier works
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Choose a trigger
A trigger is the event that starts your Zap—like a "New Insured" from Sembley.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
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Zapier seamlessly connects Sembley 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.
- New Insured
Triggers when a new insured is created.
Try ItTriggerInstant - Send Insured to Zapier
Triggers when a user shares an insured from the insured index
Try ItTriggerInstant - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItTriggerInstant - Insured NameRequired
- Insured Email
- Insured NAICS Code
- Insured SIC Code
- Insured Primary Phone Number
- Insured Cell Phone Number
- Insured Tax Identification Number
- Insured Website
- Insured Fax Number
- Insured Contact Full Name
ActionWrite- 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.
Try ItTriggerPolling - 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.
Try ItTriggerPolling
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Connect Sembley 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.
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