How to integrate Zoho CRM with Notion to add tasks from Zoho CRM to Notion

Integrate Zoho CRM, essential for sales, with Notion, which makes various data editing and management easier, and <span class="mark-yellow">simplify task management in sales activities!</span>
Are you managing customer data with Zoho CRM but manually transferring that data to Notion? By transferring data to Notion, it becomes easier to collaboratively manage and edit in layouts that cater to your team's needs. However, manually entering data while switching between different tools can sometimes feel a bit cumbersome.
This is exactly when integrating Zoho CRM with Notion is recommended. This article introduces specific integration methods, so be sure to check it out!

Benefits of Integrating Zoho CRM with Notion

Benefit 1: Improvement of Workflow

With this integration, tasks added to Zoho CRM can be automatically added to Notion.
Additions to Notion occur in real-time, eliminating waste. If you have been manually transferring tasks from Zoho CRM, this task can be reduced. This will result in significant time savings.
Additionally, as manual input is no longer necessary, it becomes easier to prevent human errors such as typing mistakes. It also facilitates the improvement of work burdens.

Benefit 2: Strengthening Team Collaboration

By adding tasks from Zoho CRM to Notion, even members who do not use Zoho CRM can easily manage tasks. Even if the tasks are not directly related, if it is content that team members should be aware of, this integration can be very beneficial.
When all team members can grasp the overall picture of the work, productivity may increase. Especially for teams that are handling multiple deals simultaneously, such team communication is essential.

[About Yoom]

Now, let's introduce how to create a Flowbot with Yoom, which allows app integration without programming, to "add tasks registered in Zoho CRM to Notion."
After registering with Yoom, please try creating it!

The above Flowbot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

*If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Zoho CRM and Notion Integration Flow

Step 1: Integrate Zoho CRM and Notion with My Apps

The template is copied, and the screen will appear as shown above.
Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, integrate Yoom with each tool. Click on "New Connection" at the top right.

A search box will be displayed. Please follow the steps below to integrate My Apps.

Zoho CRM and Yoom Integration

1. Search
‍Search for Zoho CRM and click on the Zoho CRM icon.

2. Enter Required Fields

Enter the domain you are using and press the add button at the bottom right.‍

3. Log In

The login screen will be displayed, so please enter your address or phone number.

Continue by entering your password as well.‍

4. Approve

The screen will switch, and a message saying "Yoom is requesting access to information" will be displayed.
Check the content, and if you can agree, press "Approve".

The screen will switch, and if the above display appears, the integration is complete.

Notion and Yoom Integration

1. Prepare Notion
‍To integrate Notion and Yoom, you need to prepare Notion at this stage.

This time, it was created as shown in the image.
The layout does not have to be exactly as shown in the image. Please prepare it with any design you like.‍

2. Search
‍Once Notion is ready, return to the Yoom screen. Search for Notion in the box and click on the Notion icon.

3. Access Request

An access request will be displayed as shown in the image.
Check it and click "Select Page".

4. Select Page

The page you created in Notion will be displayed.
Select the page you prepared earlier and press "Allow Access".‍

5. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

The integration between Zoho CRM and Notion is complete.
Next, we will proceed to the flow bot settings.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

‍

Step 2: Setting up Zoho CRM

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click on "Add to Notion when a task is registered in Zoho CRM".‍

3. Select an app trigger
‍Select "When a task is created (Webhook)" from the Zoho CRM icon.

The title and other settings are already completed, so click Next.‍

4. Enter required fields

Enter the domain you are using (the same as My App Integration) and the channel ID.
The channel ID can be any sequence of numbers. Please enter your desired one.‍

5. Run the test
‍Press the test button at the bottom.
If "Test Successful" is displayed, click Next.

6. Create a task.

Open Zoho CRM in another tab and create a test task.

7. Run the test
‍Return to Yoom and press the test button.
If "Test Successful" is displayed, the trigger setup is complete. Save it.

Step 3: Setting up to retrieve task data from Zoho CRM

1. Integrate with the app
‍Select "Retrieve Task" from the Zoho CRM icon.
The title and other settings are already completed, so click Next.‍

2. Enter the Zoho domain

Enter the domain you entered earlier (the same as My App Integration).‍

3. Enter the task ID

Enter the task ID. Click the box.

Select "When a task is created" from the Zoho CRM icon.

As shown in the image, Zoho CRM data will be displayed, so click "Task ID" from among them.

Once inserted as shown in the image, it is complete.‍

4. Run the test
‍Press the test button at the bottom.
If "Test Successful" is displayed, the setup is complete. Save it.

Step 3: Setting up to update Notion

1. Operate the database
‍Click "Add Record" from the Notion icon.
Scroll down the screen.

2. Database integration

Set the ID of the database you will use.

Click the box, and a list of integrated databases will be displayed.
Select the database you will use this time.
Once selected, click Next.‍

3. Set the values of the records to be added

You will be taken to a screen like the one shown in the image.
These boxes depend on the Notion you have prepared, so they may differ from the image, but the setup method is the same.

Click inside the box to insert data.
Click the red frame.

Select the data that matches the box item name.
In the image, the box name is "Name," so the data to be selected is also "Related Contact or Lead Name." ‍

4. Run the test

Once you have filled in the required fields, press the test button at the bottom of the screen.
If "Test Successful" is displayed in blue, the setup is complete. Press Save.‍

5. Turn on the trigger

Once the flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the creation of the flowbot using Zoho CRM and Notion.

‍

Flowbot template used this time
Add to Notion when a task is registered in Zoho CRM

Other Automation Examples Using Zoho CRM

There are many other examples of automation using Zoho CRM in Yoom, so here are a few.

1. Notify Slack When a Lead is Created or Updated in Zoho CRM

When a new lead is registered or an existing lead is updated, a notification is sent to Slack. This can be useful for quickly informing the sales team of data registered by the marketing department.

2. When a file is posted on Slack, use AI to read its content and register a lead in Zoho CRM, then notify on Slack

AI reads the information from the file. For example, by simply posting exchanged business cards on Slack, the information is read, allowing customer information to be automatically added.

3. Create a Contact in Zoho CRM When a Row is Added in Google Sheets

‍If you want to manage data more concisely than with Notion, Google Sheets is also recommended. It makes it easier to find and manage the necessary information.

Summary

By using different tools appropriately, data management can become easier, which may lead to improved work efficiency. However, having to manually transfer the same information into two tools could be considered a disadvantage.

This is where the app integration we discussed comes into play. By automating input tasks, efficiency increases, and the benefits of each tool can be felt more strongly.
Even automation, which was difficult before, can be easily implemented with Yoom as it requires no programming. Please give it a try!