SleekFlow + Zoho CRM

Create or update Zoho CRM modules each time new or updated SleekFlow contacts appear

Stay updated with your contacts in real time with this SleekFlow to Zoho CRM workflow. When new or updated contacts are registered in SleekFlow, corresponding entries are instantly created in your Zoho CRM. This effective automation ensures your contacts are consistently managed, enriching your business relationships and making your customer management more efficient and seamless.

When this happens...
Created or Updated Contact
Triggers when the contact information is updated.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

Created or Updated Contact
Triggers when the contact information is updated.
Trigger
Instant
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- Custom Object KeyRequired
Trigger
Instant
Try It
- Phone Number
- Email
- First Name
- Last Name
- Column Name: Value
- Activity Logs
- Labels
- List
Action
Write
- Message TypeRequired
- ChannelRequired
- Message Content
- From
- To
- Facebook Receiver PSID
- WebClient ReceiverId
- Line ReceiverId
- WeChat ReceiverOpenId
- file URLs
- ExtendedMessageJson
Action
Write
- Object KeyRequired
- Primary Property ValueRequired
- SleekFlow Contact Phone NumberRequired
- Property Values
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
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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

New Incoming Message
Triggers when a new message is received
Trigger
Instant
Try It
- Custom Object KeyRequired
Trigger
Instant
Try It
- Object KeyRequired
- Primary Property Value
- SleekFlow Contact Phone NumberRequired
- Property Values
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Column Name: Value
- Activity Logs
Action
Write
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

About SleekFlow

SleekFlow is your centralised messaging platform with customers, enabling your sales, support and marketing teams to do their best work - so you can create an experience you customers will never forget.