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.
Zoho CRM
Zoho CRM
 Flowbot

Templates

recommended
When a file is posted on Slack, use AI to read its contents, register a lead in Zoho CRM, and then notify on Slack.
When a business card file is posted on Slack, the AI reads the content and integrates it into Zoho CRM to register a lead, then notifies Slack. Since registration to Zoho is completed just by sending the file, there is no need for manual work, leading to improved business efficiency.
Search for company information registered in Zoho CRM on Google, summarize the obtained snippets using AI, and update the prospect information.
This is a flow that updates prospect information by searching Google with company information registered in Zoho CRM and AI summarizing the obtained snippets. When a company is registered, a Google search is automatically performed and AI summarization is done, reducing the time previously spent on manual work.
When a row is updated in Google Sheets, update the account information in Zoho CRM as well.
When a row is updated in Google Sheets, the account information in Zoho CRM is also updated in this flow. When information is updated, the registration information in Zoho CRM is automatically edited as well, saving time from manual work.
Create an account in Zoho CRM when a row is added in Google Sheets.
This is a flow to create an account in Zoho CRM when a row is added in Google Sheets. By automatically using the added content to create the account, manual work can be reduced. Additionally, reflecting the quoted content helps maintain the accuracy of the information.
When the deal information in Zoho CRM is updated, update the deal information in board.
When the deal information in Zoho CRM is updated, the deal information registered on the board is also updated in this flow. The deal information on the board is updated in real-time according to the progress of the deal in Zoho CRM, eliminating the need for manual information updates and improving operational efficiency.
When an account is created in Zoho CRM, add a record to kintone.
When an account is created in Zoho CRM, this flow adds a record to kintone. By automating the information linkage between Zoho CRM and kintone, manual data entry is no longer necessary, significantly improving operational efficiency and reducing human errors.
Automate the Operation via  
Zoho CRM
  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.
API actions
—no coding required!
Automation Actions
    Automation Triggers
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      Zoho CRM
       used
      Flowbot Template
      When an account is registered in Zoho CRM, create a folder for each account in Google Drive.
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      Read business card images submitted through Google Forms using OCR and register them in Zoho CRM.
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      When a task is registered in Wrike, create a task in Zoho CRM.
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      When a lead is registered in Zoho CRM, add it to Microsoft Excel.
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      When a lead is registered in Zoho CRM, add it to Google Sheets.
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      When a card is created in Trello, create a task in Zoho CRM.
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      When a form is submitted on Wix, add a task to Zoho CRM.
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      When an account is registered in Zoho CRM, create a folder for each account in OneDrive.
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      Create a task in Zoho CRM when an application is submitted in CollaboFlow.
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      Add contact information registered in Apollo to Zoho CRM
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