WordPress + Zoho CRM

Create module entries in Zoho CRM for new WordPress posts

Keep your CRM up-to-date with the latest content from your WordPress site using this efficient workflow. Whenever you create a new post on WordPress, this automation will update the module entry in your Zoho CRM, ensuring your team stays informed on the latest content developments. Save time and maintain an organized CRM by utilizing this seamless integration between WordPress and Zoho CRM.

When this happens...
New Post
Triggers when a new post is created.
TriggerPolling
automatically do this!
Update Module Entry
Update existing entry in the selected module
ActionWrite

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Supported triggers and actions

- Status
Trigger
Polling
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- Post Status
- Post Type
Trigger
Polling
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Updated User
Triggers when a user is updated.
Trigger
Instant
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- FileRequired
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt Text
- Comment Status
- Ping Status
Action
Write
- Post TypeRequired
Action
Write

- User IDRequired
- Email
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
- Meta
Action
Write
- TitleRequired
Action
Search

- Copy Search Keyword
- Search KeywordRequired
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Search or 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
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
Trigger
Instant
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- 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 Media
Triggers when a new media is uploaded.
Trigger
Polling
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- Post Types
- Post Statuses
- Trigger only when state changes?
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Polling
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- Post TypeRequired
Action
Write
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy Search Keyword
- Search KeywordRequired
Action
Search
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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- 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

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