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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 Box
When a lead is created in Zoho CRM, save attachments to Box
Automatically save attachments to Box when new leads are created in Zoho CRM. Reduce manual uploads and missed saves to streamline file management for your sales team.
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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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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
Create a task in Zoho CRM when a form response is submitted
Automatically create tasks in Zoho CRM when a Yoom form is submitted. Eliminate manual data entry, prevent delays and errors, and ensure seamless customer follow-up.
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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 Mailchimp
Add a Mailchimp contact to an audience when a contact matching specific criteria is created in Zoho CRM
Automatically add new Zoho CRM contacts to a Mailchimp audience based on specified conditions. Eliminate manual list transfers, prevent missed updates and data entry errors, and streamline campaign preparation.
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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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