Zoho CRM

Integrate Zoho CRM

Connect Zoho to many other apps without code

Zoho CRM offers a comprehensive customer management package, letting you manage your stock, potential deals, suppliers, quotes and much more.

Combined with Cyclr, you can use automation workflows with your favourite third-party business applications to boost the integrity of your data, manage and automate your marketing, handle support enquiries, integrate with your website and much more!

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What does Cyclr do?

Powerful automations and workflows

Connect

Integrate the apps you run to share data and trigger actions.

Workflows

Create branching workflows, blending many apps into a seamless process.

Timers

Trigger actions on dates, take the right action at the right time.

Report and Monitor

View reports and ensure your workflows run smoothly.

Case Studies

How Cyclr integrates and automates Zoho

Integrating Support Platforms

Support ticket generation and management platforms can be a life saver for businesses with high volumes of requests or large support teams. They allow the team to manage everything, including customer interactions, within the application, preventing issues slipping through the gaps. But what if you want this information added to your Insightly contacts and leads? Cyclr’s workflow builder lets you do that, without adding any extra work to your team.

If your support team relies on ZenDesk for support management why not create a workflow to integrate it with your Insightly CRM? You can pass data back to Insightly to ensure your contacts have complete history of interactions, or why not allow your sales team to automatically create tickets when one of their opportunities requires support assistance.

eCommerce Sale to CRM Workflows

Web shops come in many forms, with popular platforms including Magento, WooCommerce and Shopify. Cyclr has you covered, with a wide range of data points to be tracked and synced, allowing you to push the data to areas of your Zoho CRM you need them the most. For example, let’s look at adding new sales from your WooCommerce shop as completed Zoho Potentials.

CRM and Email Marketing Automation

Your CRM holds the keys to your sales. You use it to manage contacts, track leads, run projects, record sales - it is your business. Combining this data with your emailing marketing platform allows you to create far more tailor made campaigns by managing your email marketing lists more accurately.

Cyclr’s drag and drop workflow builder allows you to link, sync and automate process between your favourite Cloud platforms. Ensure your sales and marketing teams are effectively working together by adding automated processes between their prefered systems.

Pre-built Zoho CRM integrations

Try any of these Zoho CRM integrations, no account required

Add New Zoho CRM contacts to Sentori

Keep your mailing lists up to date with this Marketing Automation workflow. When a new contact is added to Zoho CRM it is automatically added to your Sentori account.

Automatically add new Zoho CRM contacts to Pure360

Keep your Pure360 list up to date with this automation workflow. When a new contact is added to Zoho CRM it is added to Pure360, updating the record if it's already in there.

Send new Zoho CRM contacts to your MailChimp list

Keep your email list up to date with this Zoho and MailChimp integration. This marketing automation workflow sends new Zoho CRM contacts to your MailChimp account - just select which list your want it to be added to!

Update your new Zoho CRM contacts with additional data from FullContact

Enhanse your new contact's data with this Zoho CRM & FullContact integration. When a new contact is added to Zoho it is sent to FullContact to provide additional information that is added to the record.

Add new Shopify customers to your Zoho CRM

When a customer places an order on your Shopify eCommerce store this workflow automatically adds them (or updates their record) to your Zoho CRM, adding information about their order in the contact description.

Add new Magento store users to your Zoho CRM

Use the Cyclr Magento Plugin with this eCommerce automation workflow to send and update new Magento users to your Zoho CRM as contacts.

Add new Zoho contacts to your Campaign Monitor list

Keep your Campaign Monitor list up to date with this marketing automation workflow. When a new Zoho CRM contact is added it is checked against your chosen Campaign Monitor list, adding it as a new contact if not listed.

Add new website contacts to Zoho CRM and MailChimp mailing lists

Sync your website to your business systems with this cycle. This automation workflow enhances new Gravity Form entries with FullContact before sending it to Zoho CRM where it is added as new contact. It is then added to your MailChimp email list.

Full details

Explore our Zoho CRM integration

Zoho CRM Features

Full list of all Zoho CRM API methods that we provide.

Accounts

Feature Description Type
Create Account Create a new account inside 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
Get Accounts Get accounts from Zoho CRM. get
Update Account Update an account in Zoho CRM. action

Campaigns

Feature Description Type
Create Campaign Create a campaign in 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
Get Campaign Get a campaign from Zoho CRM. get
Update Campaign Update a campaign in Zoho CRM. action

Cases

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

Contacts

Feature Description Type
Create Contact Create a contact in 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 Contacts Get contacts from Zoho CRM. get
Get New/Updated Contacts Get contacts from Zoho CRM that have recently been created or updated. get
Update Contact Update a contact in Zoho CRM. action

Events

Feature Description Type
Create Event Create an event in 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
Get Event Get an event from Zoho CRM. get
Update Event Update an event in Zoho CRM. action

Leads

Feature Description Type
Create Lead Create a lead in 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
Get Lead Get a lead from Zoho CRM. get
Update Lead Update a lead in Zoho CRM. action

Potentials

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

Tasks

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