Drift + Zoho CRM

Create or update Zoho CRM module entries when new leads appear in Drift

Streamline your sales process with this easy automation workflow. When a new lead is added in Drift, it instantly updates or creates a module entry in Zoho CRM. This eliminates manual data input, ensuring your CRM is always up-to-date and helping your sales team to stay on the top of their targets and performance.

Streamline your sales process with this easy automation workflow. When a new lead is added in Drift, it instantly updates or creates a module entry in Zoho CRM. This eliminates manual data input, ensuring your CRM is always up-to-date and helping your sales team to stay on the top of their targets and performance.

  1. When this happens...
    DriftDrift
    New Lead

    Triggers when an email address is collected from a lead.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

  • Drift triggers, actions, and search

    Conversation Pushed

    Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.

    Trigger
    Instant
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  • Drift triggers, actions, and search

    New Conversation

    Triggers when a conversation is started.

    Trigger
    Instant
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  • Drift triggers, actions, and search

    New Contact

    Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.

    Trigger
    Instant
    Try It
    • Lead StageRequired

    Trigger
    Instant
    Try It
drift logo
drift logo

About Drift

Drift is a messaging app that makes it easy for businesses to talk to their website visitors and customers in real-time, from anywhere.
Learn more

Related categories

  • Customer Support

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zoho-crm logo
zoho-crm logo

About Zoho CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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