Zoho CRM
Zoho Writer
zapier

An automated workflow using zapier

Connects Zoho CRM + Zoho Writer

Merge templates and send email in Zoho Writer from new leads in Zoho CRM

About this workflow template

This automation scenario allows you to connect Zoho CRM and Zoho Writer

It can be build using Zapier, a no-code workflow automation tool. Zapier 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.

Zoho CRM and Zoho Writer can also be integrated using automation tools other than zapier:

Diagram

Merge templates and send email in Zoho Writer from new leads in Zoho CRM
Workflow diagram: Zoho CRM + Zoho Writer integration

How it works?

When this trigger fires in Zoho CRM

Zoho CRM

New Lead in Zoho CRM

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.

Then this action happens in Zoho Writer

Zoho Writer

Merge a Template and Send Email in Zoho Writer

Merges a template with data from a source and send mail.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Merge templates and send email in Zoho Writer from new leads in Zoho CRM.

Part I

Configure Applications

First, we need to connect Zoho CRM and Zoho Writer to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zoho CRM to Zapier.

    Connect Zoho CRM to Zapier.

    Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.

  • Connect Zoho Writer to Zapier.

    Connect Zoho Writer to Zapier.

    Give Zapier access to your Zoho Writer account, using Zoho Writer credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Zoho CRM

    Set up a Trigger action for Zoho CRM

    Choose the following trigger: 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.).

  • Then set up an Action for Zoho Writer

    Then set up an Action for Zoho Writer

    Choose this action: Merge a Template and Send Email (Merges a template with data from a source and send mail.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zoho CRM and Zoho Writer.

  • Test the workflow and turn it on for production use

    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 Merge templates and send email in Zoho Writer from new leads in Zoho CRM!

Supported triggers and actions

  • Zoho CRM

    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.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New 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.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New module entry

    Triggers instantaneously when any entry is created in the specified module.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho CRM

    Watch objects

    Triggers when a new object is created or updated.

    integromat
    triggerbyintegromat
  • Zoho CRM

    New/updated module entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    zapier
    triggerbyzapier
  • Zoho CRM

    New 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.

    zapier
    triggerbyzapier
  • Zoho Writer

    Upload document with text

    Uploads a document file.

    zapier
    actionbyzapier
  • Zoho Writer

    Merge a template and send email

    Merges a template with data from a source and send mail.

    zapier
    actionbyzapier
  • Zoho Writer

    Create document

    Creates a new document from text.

    zapier
    actionbyzapier
  • Zoho Writer

    Create a document

    Creates a document by uploading a file, providing a URL or plain text of a document.

    integromat
    actionbyintegromat
  • Zoho Writer

    Merge a template and download it

    Merges a template with data from a source and downloads it.

    zapier
    actionbyzapier
  • Zoho Writer

    Upload a document

    Uploads a new document.

    integromat
    actionbyintegromat

Apps you need

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.