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VanillaSoft
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VanillaSoft
1. Choose trigger event
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Zoho CRM
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Zoho CRM
2. Choose action
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1. Select the event
Setup
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VanillaSoft
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Result a Contact" from VanillaSoft.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects VanillaSoft 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.

    • VanillaSoft Zap Name
      Required
    • Description
    • VanillaSoft Project Name
      Required
    • Select VanillaSoft Result Codes to associate with this Trigger
    • Email on Error
      Required
    • Send Data Email on Last Error
    • Email last error data to
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    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
    • Module
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    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
    • VanillaSoft Zap Name
      Required
    • Description
      Required
    • VanillaSoft Project Name
      Required
    • Email on Success
    • Email on Error
      Required
    • Create New Contacts
      Required
    • Flag New Contacts
      Required
    • Route New Contacts as a First Priority
      Required
    • Delay Routing of New Contacts
    • Create Duplicates For Contacts That Share The Same Phone Number
      Required
    • Flag Duplicates
      Required
    • Error response for duplicate contact
    • Update existing contacts
      Required
    • Update Key Field
      Required
    • Route Updated as a First Priority
      Required
    • Reopen and flag updated contacts (Recommended)
      Required
    Action
    Write
  • Zoho CRM triggers, actions, and search
    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
  • Zoho CRM triggers, actions, and search
    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
    • Module
      Required
    Trigger
    Instant
    Try It

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Customers have created over 25 million Zaps on the platform

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Connect VanillaSoft 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your VanillaSoft to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About VanillaSoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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