Connect Sembley and Zoho CRM to unlock the power of automation
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Set up your first integration
Quickly connect Sembley to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Sembley with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Insured" from Sembley.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Sembley 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.
- New Insured
Triggers when a new insured is created.
Try ItTriggerInstant - Send Insured to Zapier
Triggers when a user shares an insured from the insured index
Try ItTriggerInstant - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItTriggerInstant - Insured NameRequired
- Insured Email
- Insured NAICS Code
- Insured SIC Code
- Insured Primary Phone Number
- Insured Cell Phone Number
- Insured Tax Identification Number
- Insured Website
- Insured Fax Number
- Insured Contact Full Name
ActionWrite- 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.
Try ItTriggerPolling - 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.
Try ItTriggerPolling
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Connect Sembley and Zoho CRM to integrate crucial parts of your business
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