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.

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Popular Zoho CRM Integrations

Google Sheets - New Row
Zoho CRM - Add or Update a Lead

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?

  • 1

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

  • 2

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

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Zoho CRM - New Lead
Gmail - Send an Email

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?

  • 1

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

  • 2

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

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Zoho CRM - New Contact
Mailchimp - Add or Update a Subscriber

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?

  • 1

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

  • 2

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

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Shopify - New Customer
Zoho CRM - Add or Update a Contact

Sync new Shopify customers as contacts in Zoho CRM

When you run an eCommerce business, it’s really important that you manage your contacts regularly. But doing that manually can eat up your time that’s needed to run your business. The solution? This integration.

It automatically adds your new Shopify customers as contacts to your Zoho CRM. To help you quickly get started with this integration, we’ve already mapped the standard fields such as Email Address, First Name, Last Name, Phone, etc. for you. But you can map any other fields you need or modify existing mapping based on your needs.

With all the contact data clearly synced to Zoho CRM, you can manage them or run targeted campaigns later.

Note: If you want to add your new Shopify customers as leads or accounts instead of contacts, just change the Zoho CRM action to whatever that is appropriate.

How it works?

  • 1

    This Bot triggers whenever there is a new customer in Shopify.

  • 2

    Automate.io adds that customer as a contact in Zoho CRM.

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Zoho CRM - New Contact
Google Contacts - Add or Update a Contact

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

Zoho CRM - New Lead
Google Sheets - Add Row

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

Zoho CRM - New Lead
Slack - Send a Direct Message

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

Zoho CRM - New Lead
AWeber - Add a Subscriber

Add a Subscriber in AWeber on a New Lead in Zoho CRM

200+ integrations possible. 

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Things You Can Do With Zoho CRM


  •  - New Contact

    New Contact

    Triggers when a new Contact is Created
  •  - New Lead

    New Lead

    Triggers when a new Lead is Created
  •  - Modified Contact

    Modified Contact

    Triggers when a Contact is Modified
  •  - Modified Lead

    Modified Lead

    Triggers when a Lead is Modified
  •  - Modified Potential

    Modified Potential

    Triggers when a Potential is Modified
  •  - New Account

    New Account

    Triggers when a new Account is Created
  •  - New Invoice

    New Invoice

    Triggers when a new Invoice is Created
  •  - New Invoice Line Item

    New Invoice Line Item

    Triggers once for each Line Item of a new Invoice
  •  - New Module Entry

    New Module Entry

    Triggers when a new Entry is Added to a selected Module
  •  - New Potential

    New Potential

    Triggers when a new Potential is Created
  •  - New Task

    New Task

    Triggers when a new Task is Created
  •  - Updated Module Entry

    Updated Module Entry

    Triggers when an existing Entry is Updated in a selected Module
  •  - Modified Account

    Modified Account

    Triggers when an Account is Modified
  •  - Modified Event

    Modified Event

    Triggers when an Event is Modified
  •  - Modified Task

    Modified Task

    Triggers when a Task is Modified
  •  - New Event

    New Event

    Triggers when a new Event is Created
  •  - New Quote

    New Quote

    Triggers when a new Quote is Created
  •  - New Sales Order

    New Sales Order

    Triggers when a new Sales Order is Created


  •  - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or Updates an existing Contact
  •  - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or Updates an existing Lead
  •  - Add or Update an Account

    Add or Update an Account

    Creates a new Account or Updates an existing Account
  •  - Add an Event

    Add an Event

    Creates a new Event
  •  - Add or Update an Invoice

    Add or Update an Invoice

    Creates or Updates an existing Invoice
  •  - Add Line Item To Invoice

    Add Line Item To Invoice

    Adds a new Line Item to an existing Invoice
  •  - Add a Module Entry

    Add a Module Entry

    Adds a new Entry to the selected Module
  •  - Add a Note

    Add a Note

    Add a Note to an Account, Contact or Deal
  •  - Add or Update a Potential

    Add or Update a Potential

    Creates a new Potential or Updates an existing Potential
  •  - Add a Task

    Add a Task

    Creates a new Task
  •  - Add To Campaign

    Add To Campaign

    Adds Contact or Lead to specified Campaign
  •  - Search Contacts

    Search Contacts

    Searches for a Contact based on Contact Id or Contact Email
  •  - Search Invoices

    Search Invoices

    Searches for an Invoice based on Invoice Id or Account Id
  •  - Search Leads

    Search Leads

    Searches for a Lead based on Lead Id or Lead Email
  •  - Update a Module Entry

    Update a Module Entry

    Update an existing Entry in a selected Module
  •  - Add or Update a Quote

    Add or Update a Quote

    Creates or Updates an existing Quote
  •  - Search Accounts

    Search Accounts

    Searches for an Account based on Account Name or Account Id
  •  - Search Deals

    Search Deals

    Searches for a Deal based on Deal Name or Deal Id
  •  - Search Module Entries

    Search Module Entries

    Searches for an Entry in a selected Module
  •  - Search Products

    Search Products

    Searches for a Product based on Product Name or Product Id
  •  - Search Sales Orders

    Search Sales Orders

    Searches for a Sales Order based on Sales Order Id, Sales Order Subject, Deal Name or Quote Name
  •  - Search Tasks

    Search Tasks

    Searches for a Task based on Task Id, Task Email or Task Subject
  •  - Add Line Item to Quote

    Add Line Item to Quote

    Adds a new Line Item to an existing Quote
  •  - Search Campaigns

    Search Campaigns

    Searches for a Campaign based on Campaign Id or Campaign Name
  •  - Search Quotes

    Search Quotes

    Searches for a Quote based on Quote Id, Quote Subject or Deal Name
  •  - Search Vendors

    Search Vendors

    Searches for a Vendor based on Vendor Id, Vendor Name or Vendor Email

Create Zoho CRM Workflows

Zoho Forms
Google Forms


Zoho CRM Workflow

Zoho CRM



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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