Vision6 + Zoho CRM

Create and track new Zoho CRM contacts by adding them to Vision6

Easily streamline your contact management with this workflow. When you add a new contact in Zoho CRM, it will simultaneously add that contact in your Vision6 app, saving you time and keeping your contact data consistent. This automation ensures your sales and marketing efforts are always up to date, resulting in better customer relationship management.

When this happens...
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.
TriggerPolling
automatically do this!
Add a Contact
Into a List you choose.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- List IdRequired
Trigger
Instant
Try It
- List IdRequired
Trigger
Instant
Try It
- List IdRequired
Trigger
Instant
Try It
- ListRequired
- GDPR Consent Type
- GDPR Consent Text
- Approved Preferences
- Declined Preferences
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
- Add the Contact if Not FoundRequired
- Trigger a Profile UpdateRequired
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
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
- List IdRequired
Trigger
Instant
Try It
- List IdRequired
Trigger
Instant
Try It
- List IdRequired
Trigger
Instant
Try It
- ListRequired
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
Action
Write

About Vision6

Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.

Learn more