An automated workflow using integromat
Connects RD Station + Zoho CRM
Send an opportunity from RD Station to Zoho CRM
About this workflow template
This automation scenario allows you to connect RD Station and Zoho CRM
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
RD Station and Zoho CRM can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in RD Station
Watch New Opportunities in RD Station
Triggers when a lead is marked as opportunity.
Then this action happens in Zoho CRM
Create an Object in Zoho CRM
Creates a new object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send an opportunity from RD Station to Zoho CRM.
Part I
Configure Applications
First, we need to connect RD Station and Zoho CRM to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect RD Station to Make.com.
Give Make.com access to your RD Station account, using RD Station credentials.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for RD Station
Choose the following trigger: Watch New Opportunities (Triggers when a lead is marked as opportunity.).
Then set up an Action for Zoho CRM
Choose this action: Create an Object (Creates a new object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between RD Station and Zoho CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send an opportunity from RD Station to Zoho CRM!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
triggerbyzapier
Conversion event
It registers a new conversion event for a contact.
actionbyzapierintegratelyWon deal
Marks a deal as won.
actionbyzapierautomateioMark a lead as won / lost
Marks a specified Lead as Won or Lost.
actionbyintegromatCreate a conversion event
Registers a new conversion event for a contact.
actionbyintegromatLost deal
Marks a deal as lost.
actionbyzapierautomateioCreate a abandoned cart event
This event is recorded whenever a cart is abandoned on an e-commerce platform.
actionbyintegromat
Apps you need
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
