zoho-crm

Zoho CRM

Common Questions

Zoho CRM is a web-based CRM application that gives you an all-round view of your sales, marketing, inventory, customer support, and more.

zoho-crm

Triggers

  • New Lead

    Triggers when a new lead is created

  • New Account

    Triggers when a new account is created

  • New Contact

    Triggers when a new contact is created

  • New Record

    Triggers when a new record is created

zoho-crm

Actions

  • Create Case

    Create a new case

  • Create Contact

    Create a new contact

  • Create Task

    Create a new task

  • Get Account

    Retrieve a specific account

  • Get Accounts

    Retrieve all accounts

  • Get Cases

    Retrieve the details of all cases

  • Get Case

    Retrieve the details of a specific case

  • Get Contact

    Retrieve the details of a specific contact

  • Get Contacts

    Retrieve the details of all contacts

  • Get Lead

    Retrieve the details of a specific lead

  • Get Leads

    Retrieve the details of all leads

  • Get Tasks

    Retrieve the details of all tasks

  • Create Lead

    Create a new lead

  • Create Account

    Create a new account

  • Get Task

    Retrieve the details of a specific task

  • Custom Module

    Create a custom module to perform specific actions

Common Question

To use Zoho CRM in your workflow, you will first need to connect Zoho CRM to Built.io Flow Enterprise. 

To do this, drag any Zoho CRM action listed under Zoho CRM service on the canvas and click on ‘Add New’ option listed under ‘Connect to Zoho CRM’ field in the configuration window. A new connection window will appear where you will be prompted to enter the 'Auth Token' for your Zoho CRM account. 

1.jpg

To retrieve the auth token of your Zoho CRM account, click here. 

You can optionally change the connection name in 'Connection Label' field. 

Once you have entered the auth token, click on 'ADD'. 

You can now see the added connection under ‘Connect to Zoho CRM’ field. Once added, this connection will be available in all Zoho CRM actions and triggers.