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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Zoho CRM.

Add your action

An action happens after the trigger—such as "Create Customer" in Siigo.

You’re connected!

Zapier seamlessly connects Zoho CRM and Siigo, 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 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
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Documento (Document)
- Fecha (Date)
  Required
- Vendedor (Seller)
  Required
- Identificación (Identification)
  Required
- Sucursal (Branch Office)
- Código (Code)
  Required
- Cantidad (Quantity)
  Required
- Precio (Price)
  Required
- Payment (Pago)
  Required
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Tipo de Persona (Person Type)
  Required
- Tipo identificación (Id Type)
  Required
- Identificación (Identification)
  Required
- Nombre (Name)
  Required
- Apellido (Last Name)
- Teléfono (Phone)
  Required
- Direccón (Address)
  Required
- Código del país (Country Code)
- Código del estado (State Code)
- Código de la ciudad (City code)
- Nombre (Contact first name)
  Required
- Apellido (Contact last name)
  Required
- Correo electrónico (Contact email)
  Required
Action
Write
- Código (Code)
  Required
- Nombre del producto / Servicio (Name)
  Required
- Grupo de inventario (Account Group)
  Required
- Maneja control de inventarios (Stock Control)
- Clasificación tributaria (Tax Classification)
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Zoho CRM and Siigo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Zoho CRM to Siigo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Zoho CRM + Siigo integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoho CRM and Siigo

What is required to set up an integration between Zoho CRM and Siigo?

To set up an integration between Zoho CRM and Siigo, you need accounts for both platforms. You'll also need authorization credentials like API keys from both systems to allow secure data communication. Once you have these, we provide a step-by-step setup guide within our platform.

How can I sync data from Zoho CRM to Siigo automatically?

You can automate syncing by configuring triggers and actions on our platform. For example, a trigger like 'New Contact' in Zoho CRM can be set up to initiate an action in Siigo, such as 'Create Client,' ensuring your records are always up-to-date.

Can I customize the data fields that are transferred between Zoho CRM and Siigo?

Yes, our integration allows you to map specific fields between Zoho CRM and Siigo according to your business requirements. You can choose which fields are transferred during each trigger-action setup.

How often does the data sync occur between the two platforms?

The frequency of data sync depends on the triggers set up within your integration flow. You can choose real-time triggers or schedule periodic ones according to your business needs for both Zoho CRM and Siigo.

What should I do if my data fails to synchronize between Zoho CRM and Siigo?

If synchronization fails, first check the error logs in our dashboard for any detailed messages on what went wrong. It could be due to API rate limits or incorrect field mapping. Our support team is also available to troubleshoot any persistent issues.

Are there any limitations when integrating Zoho CRM with Siigo?

Certain limitations may arise due to API restrictions from either platform, such as rate limits or unsupported field types. We continuously work on improving compatibility, but it's advisable to review each platform's API documentation for current limitations.

Is it possible to trigger multiple actions in Siigo from a single event in Zoho CRM?

Yes, you can configure multiple actions in Siigo triggered by a single event in Zoho CRM. For instance, adding a new contact could simultaneously update an invoice and client record in Siigo using our multi-step action setup.

About Zoho CRM

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

Learn moreLearn moreHelpHelp

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