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

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Synthflow AI
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Synthflow AI
1. Choose trigger event
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Zoho CRM
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Zoho CRM
2. Choose action
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1. Select the event
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Synthflow AI
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Phone Call Completed" from Synthflow AI.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Synthflow AI 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.

    • Agent ID
      Required
    Trigger
    Instant
    Try It
    • Starting meeting date
      Required
    • Max slots
    • Hours of difference
    • Number of days
    • Timezone
      Required
    • Calendar ID
      Required
    • Meeting confirmation
      Required
    • Booking title
      Required
    Action
    Write
    • Starting meeting date
      Required
    • Max slots
    • Hours of difference
    • Number of days
    • Timezone
      Required
    • Calendar ID
      Required
    • Integration
    • SMS
    • SMS message
    • User Email
    Action
    Write
    • Identifier
      Required
    • Description
    • Choices
    Action
    Write
    • Model ID
      Required
    • Actions IDs
    Action
    Write
    • Type
      Required
    • Name
      Required
    • Prompt
      Required
    • Large Language Model
      Required
    • Language
      Required
    • Greeting Message
      Required
    • Voice ID
      Required
    • Description
    • Phone Number
    • External Webhook URL
    • Record Conversations
    Action
    Write
    • Identifier
      Required
    • Description
    • Examples
    Action
    Write
    • Content
      Required
    • Instructions
      Required
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Practical ways you can use Synthflow AI and Zoho CRM

Update CRM contacts after AI assistant calls

When Synthflow AI completes a phone call, Zapier automatically updates the respective contact in Zoho CRM with the call transcript and relevant details. This ensures customer records stay up-to-date, improving efficiency and accuracy in customer management.

Business Owner
Try it
Generate context-aware responses for CRM updates

When a module entry in Zoho CRM is updated, Zapier triggers Synthflow AI to generate a context-aware response. This streamlines how teams handle and interpret data changes, reducing response time and enhancing decision-making.

Data Science
Create AI assistant for new leads

When a new lead is created in Zoho CRM, Zapier sets up a Synthflow AI assistant tailored to that lead's needs. This helps the marketing team personalize follow-ups, increasing engagement and conversion rates while saving time.

Marketing & Marketing Ops

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Synthflow AI to Zoho CRM 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 Synthflow AI + Zoho CRM integrations

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

What is Synthflow AI and how does it integrate with Zoho CRM?

Synthflow AI is an advanced artificial intelligence platform designed to automate and streamline business processes. When integrated with Zoho CRM, it allows for seamless synchronized data management, automated triggers, and efficient customer interaction management.

How do I set up an integration between Synthflow AI and Zoho CRM?

To set up the integration, you need to authenticate your Zoho CRM account within Synthflow AI's platform. We provide a step-by-step guide in our documentation to walk you through connecting the two services securely.

Can triggers in Synthflow AI be customized when using with Zoho CRM?

Yes, you can customize various triggers such as new lead creation, lead updates, or specific field changes in your Zoho CRM. Our platform allows you to define these triggers according to your business needs.

What actions can be automated within Zoho CRM using Synthflow AI?

With our integration, actions such as sending welcome emails to new leads, updating contact information, or alerting sales teams about changes can be automated, improving operational efficiency.

Is there support for handling bulk data operations between Synthflow AI and Zoho CRM?

We support batch processing that enables handling of bulk data operations efficiently. This includes importing large datasets into Zoho CRM or exporting reports from it using our platform’s capabilities.

How secure is the integration between Synthflow AI and Zoho CRM?

Security is a top priority for us. The integration uses OAuth 2.0 for secure authentication. All data transferred between Synthflow AI and Zoho CRM is encrypted to ensure maximum security.

Can I get notifications on changes in my Zoho CRM through Synthflow AI?

Yes, with our notification systems enabled in Synthflow AI, you can receive alerts on specified changes within your Zoho CRM account such as status updates or comments added to leads.

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About Synthflow AI
Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions using their own data and ideas.
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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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