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Automate your workflow with Zoho CRM & Yoom

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
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Zoho CRM
Zoho CRM
Flowbot Templates
Recommended
Zoho CRM Slack
When a lead is created or updated in Zoho CRM, notify Slack.
When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍
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Zoho CRM Google Sheets
When a lead is registered in Zoho CRM, add it to Google Sheets.
When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
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Zoho CRM Microsoft Excel
When a lead is registered in Zoho CRM, add it to Microsoft Excel.
When a lead is registered in Zoho CRM, it is added to Microsoft Excel in this flow. Automatic information synchronization enables smooth follow-up. Additionally, centralized lead information management allows for more efficient sales activities and marketing.
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Zoho CRM Mailchimp
When a contact is registered in ZohoCRM, add the contact to Mailchimp.
When a contact is registered in ZohoCRM, this flow adds the contact to Mailchimp. The registration is done automatically based on the registered information, reducing manual effort and improving operational efficiency. Since the registration details are the same, it helps reduce input errors caused by manual entry.‍
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Zoho CRM HubSpot
When a new lead is created in ZohoCRM, create a contact in HubSpot by integrating the two systems.
When a new lead is created in ZohoCRM, this flow integrates with HubSpot to create a new contact. It automatically completes the series of steps, eliminating the need for manual work and improving operational efficiency and reducing the risk of oversights.
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Zoho CRM Microsoft Outlook
Register a lead in Zoho CRM from the signature information of an email received in Outlook.
This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.
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No-Code API Actions

Automation operations
  • Get a List of Lead IDs
  • Get Lead Information
  • Create Lead
  • Update Lead Information
  • Search Leads
  • Get a List of Account IDs
  • Get Account Information
  • Create Account
  • Update Account Information
  • Search Accounts
  • Update Lead Custom Fields
  • Update Account Custom Fields
  • Retrieve Deal ID List
  • Retrieve Deal Information
  • Create Deal
  • Update Deal Information
  • Search Deal Information
  • Attach File to Lead
  • Attach File to Account
  • Attach File to Deal
  • Get Lead Attachment Information
  • Download Lead Attachments
  • Get Account Attachment Information
  • Download Account Attachment
  • Get Deal Attachment Information
  • Download Deal Attachment
  • Retrieve Contact Information
  • Create Contact
  • Update Contact
  • Search Contacts
  • Attach File to Contact
  • Get Contact Attachment Details
  • Download Contact Attachment
  • Create Task
  • Get Task
  • Search Tasks
  • Create Event
  • Get Event
  • Search Events
  • Update Deal Custom Fields
  • Retrieve Call
  • Get Fields of a Specific Tab
  • Create Record in Custom Module
  • Search Custom Tab Records
  • Update Record in Custom Module
  • Delete Custom Module Record
  • Get Specific Custom Module Record
  • Associate Lead with Campaign
  • Search Calls
  • Retrieve Call Information
  • Search Webhooks
  • Get List of Contact IDs
  • Update Lead Custom Field (Multi-Select)
  • Update Account Custom Field (Multi-Select)
  • Update Deal Custom Field (Multi-Select)
  • Get Records via COQL Query
Automation triggers
  • When a New Lead Is Created
  • When a New Account Is Created
  • When an Account Is Created or Updated
  • When a Lead Is Created or Updated
  • When a Lead Is Created (Webhook)
  • When Lead Is Updated (Webhook)
  • When Account Is Created (Webhook)
  • When Account Is Updated (Webhook)
  • When Contact Is Created (Webhook)
  • When Contact Is Updated (Webhook)
  • Deal Created (Webhook)
  • Deal Updated (Webhook)
  • Task Created (Webhook)
  • Task Updated (Webhook)
  • Specific Field in Deal Updated (Webhook)
  • When a Specific Lead Field Is Updated (Webhook)
  • When a Specific Account Field Is Updated (Webhook)
  • When a Specific Contact Field Is Updated (Webhook)
  • When a Specific Task Field Is Updated (Webhook)
  • When an Event Is Created (Webhook)
  • When an Event Is Updated (Webhook)
  • When a Specific Field of an Event Is Updated (Webhook)
  • When a Call Is Created (Webhook)
  • When a Call Is Updated (Webhook)
  • When a Contact Is Created (Polling Trigger)
  • When a Contact Is Updated (Polling Trigger)
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