Integrate Zoho CRM

Provide your users with in-app integration with Zoho CRM

Zoho CRM

When customers engage across email, social media, and in person, you should, too. With Zoho CRM, you can. Bring all your conversations into one place, and make the most of your interactions at a moment's notice. Zoho CRM: Ready for multichannel, ready for you.

Connector Methods

Leads

Feature Description Type
Create Lead Create a lead in Zoho CRM. Action
Update Lead Update a lead in Zoho CRM. Action
Get Lead Get a lead from Zoho CRM. Action
Delete Lead Delete a lead from Zoho CRM, please note this does not permanently delete the lead, it just moves it to the recycle bin. Action

Accounts

Feature Description Type
Create Account Create a new account inside Zoho CRM. Action
Update Account Update an account in Zoho CRM. Action
Get Accounts Get accounts from Zoho CRM. Action
Delete Account Delete an account from Zoho CRM, please note this does not permanently delete the account, it just moves it to the recycle bin. Action

Contacts

Feature Description Type
Create Contact Create a contact in Zoho CRM. Action
Update Contact Update a contact in Zoho CRM. Action
Get Contacts Get contacts from Zoho CRM. Action
Delete Contact Delete a contact from Zoho CRM, please note this does not permanently delete the contact, it just moves it to the recycle bin. Action
Get New/Updated Contacts Get contacts from Zoho CRM that have recently been created or updated. Action

Potentials

Feature Description Type
Create Potential Create a potential in Zoho CRM. Action
Update Potential Update a potential in Zoho CRM. Action
Get Potential Get a potential from Zoho CRM. Action
Delete Potential Create a potential in Zoho CRM. Action

Campaigns

Feature Description Type
Create Campaign Create a campaign in Zoho CRM. Action
Update Campaign Update a campaign in Zoho CRM. Action
Get Campaign Get a campaign from Zoho CRM. Action
Delete Campaign Delete a campaign in Zoho CRM, please note this does not permanently delete the campaign, it just moves it to the recycle bin. Action

Cases

Feature Description Type
Create Case Create a case in Zoho CRM. Action
Update Case Update a case in Zoho CRM. Action
Get Case Get a case from Zoho CRM. Action
Delete Case Delete a case from Zoho CRM. Action

Events

Feature Description Type
Create Event Create an event in Zoho CRM. Action
Update Event Update an event in Zoho CRM. Action
Get Event Get an event from Zoho CRM. Action
Delete Event Delete an event from Zoho CRM, please note this does not permanently delete the event, it just moves it to the recycle bin. Action

Tasks

Feature Description Type
Create Task Create a task in Zoho CRM. Action
Update Task Update a task in Zoho CRM. Action
Get Task Get a task from Zoho CRM. Action
Delete Task Delete a task from Zoho CRM. Action

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