An automated workflow using integromat
Connects Zoho CRM + CloudTalk
Create a CloudTalk contact from a new Zoho CRM contact
About this workflow template
This automation scenario allows you to connect Zoho CRM and CloudTalk
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
Diagram
How it works?
When this trigger fires in Zoho CRM
Watch Objects in Zoho CRM
Triggers when a new object is created or updated.
Then this action happens in CloudTalk
Create a Contact in CloudTalk
Creates a contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a CloudTalk contact from a new Zoho CRM contact.
Part I
Configure Applications
First, we need to connect Zoho CRM and CloudTalk to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.
Connect CloudTalk to Make.com.
Give Make.com access to your CloudTalk account, using CloudTalk 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 Zoho CRM
Choose the following trigger: Watch Objects (Triggers when a new object is created or updated.).
Then set up an Action for CloudTalk
Choose this action: Create a Contact (Creates a contact.).
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 Zoho CRM and CloudTalk.
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 Create a CloudTalk contact from a new Zoho CRM contact!
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
Create a contact
Creates a contact.
actionbyintegromatCreate contact
Create a new contact.
actionbyzapierUpdate contact
Update an existing contact
actionbyzapierCreate an activity
Creates an activity.
actionbyintegromatUpdate a contact
Modifies a contact.
actionbyintegromatCreate or update activity
Creates a new or updates an existing activity.
actionbyzapier
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.
