Zoho CRM Integrations

Connect Zoho CRM with your favourite apps

Zoho is a full featured CRM for businesses of all sizes. Manage leads, track opportunities, create workflows and do much more.

Popular Zoho CRM Integrations

google-sheets zoho-crm

Create Zoho CRM leads from new Google Sheets entries

Sometimes, Google Sheets works as a simple, lightweight lead-collection database. But it always helps to collect your leads in a robust CRM like Zoho CRM to manage them and track your marketing performance. However, you can’t be spending time copying every new lead from Google Sheets into Zoho CRM manually. Just hand that work over to this readymade Google Sheets to Zoho CRM integration template. With that, Automate.io will save every new row on your Google spreadsheet as a lead in your Zoho CRM. You also get the freedom only to map the fields that you want between these two apps. It’s simple, time-saving, and removes all the burden of manual work.

How it works

  • Step 1:

    This Bot runs whenever there is a new row on your Google spreadsheet.

  • Step 2:

    Automate.io will save it as a lead on Zoho CRM.

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zoho-crm gmail

Follow-up with new Zoho CRM leads via Gmail

A personal welcome email is a great way to start a relationship with a new lead. But what if you don’t have the time to send out emails manually to your new leads? Of course, you cannot ignore welcoming them or miss out on personalizing the email. That’s where this readymade Zoho CRM to Gmail integration template comes in. With this integration, Automate.io takes over for you and sends out a welcome email via Gmail to every new Zoho CRM lead automatically. And, based on the data that you collect from your leads, you can even make custom changes to this integration so that each of your lead receives a personalized email from you. With this job delegated to Automate.io, you will have more time to do what’s important for your business—converting leads into customers.

How it works

  • Step 1:

    This Bot runs whenever there is a new lead on Zoho CRM.

  • Step 2:

    Automate.io will send an email to the new lead via Gmail.

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zoho-crm mailchimp

Save new Zoho CRM contacts as Mailchimp subscribers

In Zoho CRM, contacts are people with whom you communicate for business opportunities. So, it’s essential to save them as subscribers on a tool like Mailchimp to keep in touch with them later. But adding each contact manually to your Mailchimp list takes forever, and you can work smart by automating this task. With this simple and readymade Zoho CRM to Mailchimp integration template, you can set up the automation. This integration saves every new Zoho CRM contact as a subscriber on a Mailchimp list of your choice automatically. You also have the flexibility to segment the subscribers, which further helps you in running targeted marketing campaigns.

How it works

  • Step 1:

    This Bot runs whenever there is a new contact in Zoho CRM.

  • Step 2:

    Automate.io will save it as a subscriber on Mailchimp.

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Zoho CRM Google Contacts

Add or Update a contact in Google Contacts on a New Contact in Zoho CRM

Zoho CRM Google Sheets

Add a Row in Google Sheets on a New Contact in Zoho CRM

Zoho CRM Slack

Send a Direct Message in Slack on a New Contact in Zoho CRM

Zoho CRM Gmail

Send an email in Gmail on a New Lead in Zoho CRM

Zoho CRM Mailchimp

Add or Update a Subscriber in Mailchimp on a New Lead in Zoho CRM

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Things You Can Do With Zoho CRM


  • New Contact

    Triggers when a new contact is created
  • New Lead

    Triggers when a new lead is created
  • New Task

    Triggers when a new task is created
  • Modified Lead

    Triggers when a lead is modified or a new lead is created
  • Modified Potential

    Triggers when a potential is modfied
  • New Account

    Triggers when a new account is created
  • Modified Contact

    Triggers when a contact is modified or a new contact is created
  • New Invoice

    Triggers When a new invoice is created
  • New Invoice Line Item

    Triggers once for each line item of a new invoice
  • New Potential

    Triggers when a new potential is created
  • Modified Event

    Triggers when an event is modified
  • Modified Task

    Triggers when a task is modified
  • Modified Account

    Triggers when a contact is modified or a new contact is created
  • New Quote

    Triggers When a new quote is created
  • New Sales Order

    Triggers When a new sales order is created
  • New Event

    Triggers When a new event is created


  • Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Add a Task

    Creates a new Task
  • Add or Update an Invoice

    Creates or updates an existing invoice
  • Add Line Item To Invoice

    Add additional line items to an existing invoice
  • Add or Update an Account

    Creates a new Account or updates an existing Account
  • Add a Note

    add a note to an account,contact or deal
  • Add or Update a Potential

    Creates a new Potential or updates an existing Potential
  • Search Leads

    Searches for a lead based on Lead Id or Lead Email
  • Add an Event

    Creates a new Event
  • Add To Campaign

    adds contact or lead to specified campaign
  • Search Invoices

    Searches for a invoices based on Invoice Id or Account Id
  • Search Contacts

    Searches for a contact based on Contact Id or Contact Email
  • Search Deals

    search deal based on deal name or deal id
  • Search Accounts

    search account based on account name or account id
  • Add or Update a Quote

    Creates or updates an existing quote
  • Search Products

    search product based on product name or product id
  • Search Tasks

    Searches for a contact based on Contact Id or Contact Email

Create Zoho CRM Workflows

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Zoho CRM Workflow


Run workflows spanning across your Forms, Zoho CRM and Marketing apps. Trigger workflows automatically when things happen in any of the apps.

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