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Zapier makes it easy to integrate Zoho CRM with Clay - no code necessary. See how you can get setup in minutes.

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Zoho CRM
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Zoho CRM
1. Choose trigger event
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Clay
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Clay
2. Choose action
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1. Select the event
Setup
Test
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Zoho CRM
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 Record in Table" in Clay.

You’re connected!

Zapier seamlessly connects Zoho CRM and Clay, 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.

  • Zoho CRM triggers, actions, and 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
    • Module
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    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
  • Zoho CRM triggers, actions, and search
    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    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
  • Zoho CRM triggers, actions, and search
    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

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Practical ways you can use Zoho CRM and Clay

Update Zoho CRM contacts from Clay records.

Whenever a record is updated in Clay, Zapier will update the corresponding contact in Zoho CRM. This keeps your CRM’s data accurate and up to date across platforms, enabling better relationship management and stronger decision-making.

Business Owner
Try it
Sync new leads from Zoho CRM to Clay.

When a new lead is added in Zoho CRM, Zapier will automatically create a record in Clay. This ensures your contact details are always up to date for marketing campaigns or outreach teams, reducing manual data entry and improving response times.

Marketing & Marketing Ops
Log new Zoho CRM contacts in Clay.

Each time a new contact is created in Zoho CRM, Zapier adds it as a record in Clay. This centralizes contact data, helping sales teams manage pipelines and client interactions without jumping between tools.

Sales Ops

Learn how to automate Zoho CRM on the Zapier blog

Learn how to automate Clay on the Zapier blog

Make work flow with AI

Level up your Zoho CRM to Clay integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Zoho CRM + Clay 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 Clay

How does the integration between Zoho CRM and Clay work?

The integration between Zoho CRM and Clay allows users to create connections where specific triggers in one app lead to predefined actions in the other. For instance, when a new lead is added in Zoho CRM, it can automatically initiate a contact creation or update action in Clay.

What are some common triggers for this integration?

Common triggers include new lead creation, deal stage changes, or updates in contact information within Zoho CRM. These triggers can be customized to initiate actions within Clay.

Are there any specific actions that can be performed in Clay via this integration?

Yes, possible actions include creating new contacts, updating existing contacts with additional information, or organizing contacts based on changes from Zoho CRM.

Do I need technical skills to set up the Zoho CRM and Clay integration?

No technical skills are required to set up the integration. Our intuitive interface guides users through connecting their accounts and selecting desired triggers and actions.

Can I customize which fields from Zoho CRM are sent to Clay?

Yes, you can specify which fields will be transferred from Zoho CRM to Clay during the setup of your triggers and actions. This ensures that only relevant information is shared.

How frequently does data sync occur between Zoho CRM and Clay?

Data sync frequency depends on the plan you have with us but typically happens at regular intervals or instantly depending on trigger events configured.

What happens if there’s an error during the data transfer between Zoho CRM and Clay?

If an error occurs during data transfer, our system logs detailed information allowing you to identify and resolve issues. You will also receive a notification outlining steps for troubleshooting.

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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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About Clay
Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.
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