Pluspoint + Zoho CRM

Email Pluspoint surveys to new Zoho CRM contacts

Keeping up with customer feedback can be a challenging task. Streamline this process with this Zapier integration. Whenever a new contact is created in Zoho CRM, a Pluspoint survey will automatically be sent to them via email. These surveys help in collecting customer feedback and also prompt satisfied customers to leave reviews on Google, Trustpilot, and other review sites.

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!
Send Email Survey
Sends a personalized email to the client with a request to rate the service.
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
- LocationsRequired
- First Name
- Last Name
- Phone Number
- Email
- Instagram Username
- Facebook Username
- Labels
- Unsubscribed
Action
Write
- LocationRequired
- Survey TemplateRequired
- First Name
- Last Name
- Phone Number
- Email
- RatingRequired
- Response Text
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Delay
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Message delay
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
Get Conversations
Retrieve recent conversations with clients.
Trigger
Polling
Try It
- LocationRequired
- Event TypeRequired
- Event Data
- Event Time
- First Name
- Last Name
- Phone Number
- Email
- Contact Labels
- Instagram Username
- Facebook Username
- Unsubscribed
Action
Write
- First Name
- Last Name
- EmailRequired
- Message delay
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Message delay
Action
Write

About Pluspoint

Pluspoint is customer reviews software that helps you to automate review generation, manage reputation and get more customers.

Related categories

Reviews

About Zoho CRM

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

Learn more

Pluspoint + Zoho CRM

Email Pluspoint surveys to new Zoho CRM contacts

Supported triggers and actions

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Create Contact

Create Survey Response

Send SMS Survey

Send WhatsApp Survey

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Get Conversations

Create Custom Event

Send Email Survey

Send WhatsApp Business Survey

About Pluspoint

Related categories

About Zoho CRM

Related categories

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Zapier Interfaces