Vision6 + Zoho CRM

Create Vision6 contacts from new or updated Zoho CRM leads

Use this workflow to streamline your sales process by ensuring no contact slips through the cracks. Whenever there's a new or updated lead in your Zoho CRM, this automation will seamlessly add a contact in your Vision6 app, saving you precious time. Enhance your efficiency by letting the system handle the menial task of data transfer so you can focus on nurturing your leads.

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

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