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  2. Zoho CRM
Automate your Workflow

with Zoho CRM 's API！
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 Google Drive
When an account is registered in Zoho CRM, create a folder for each account in Google Drive.
This is a flow where a folder is created in Google Drive for each account when an account is registered in Zoho CRM. It prevents forgetting to create or duplicate creation, allowing for smooth document management. By standardizing folder naming conventions, it is possible to build a consistent document management system.
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Zoho CRM Microsoft SharePoint
When an account is registered in Zoho CRM, create a folder for each account in Microsoft SharePoint.
This is a flow that creates a folder for each account in Microsoft SharePoint when an account is registered in Zoho CRM. It helps prevent human errors and facilitates smooth document management. By standardizing folder naming conventions, it is possible to establish a consistent document management system.
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Zoho CRM Asana
When a task is registered in Zoho CRM, add it to Asana.
When a task is registered in Zoho CRM, it is added to Asana in this flow. Even if you are using Zoho CRM and Asana separately for task management according to your needs, seamless data integration is possible, reducing the burden of administrative tasks.
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Zoho CRM ClickUp
When a task is registered in Zoho CRM, add it to ClickUp.
This is a flow that adds a task to ClickUp when a task is registered in Zoho CRM. It helps prevent incorrect entries or omissions in ClickUp, thereby improving task accuracy and facilitating smooth business operations. Additionally, it can streamline manual work.
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Zoho CRM GitHub
When a task is registered in Zoho CRM, add it to GitHub.
When a task is registered in Zoho CRM, it is added to GitHub. This flow helps in visualizing tasks as all project tasks are consolidated in GitHub, facilitating smooth information sharing within the team.
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Zoho CRM Google Sheets
When a task is registered in Zoho CRM, add it to Google Sheets.
This is a flow that adds tasks to Google Sheets when they are registered in Zoho CRM. By automating the addition of tasks to Google Sheets, the manual task of adding tasks is eliminated, thereby streamlining operations.
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API actions —no coding required!
Automation Actions
    Get List of Lead IDs
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal IDs
    Get Deal Details
    Create Deal
    Update Deal Details
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Info
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Retrieve Field Metadata for a Specific Module
    Create a Record in a Custom Module
    Search Records in a Custom Module
    Update a Record in a Custom Module
    Delete a Record from a Custom Module
    Get a specific record from a custom module
    Search Calls
    Get Call Details
    Search Webhooks
    Get Contact IDs
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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Connect with More Apps
to Boost your Productivity!
With Yoom,
Zoho CRM
can be linked to various apps.
Below are some popular integrations for
Zoho CRM
. Explore and enhance your workflow!
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Templates
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Terms of use Privacy Policy Security Policy
©️ Yoom Inc.