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Zoho CRM GitHub
When a task is registered in Zoho CRM, add it to GitHub.
Try this template
Zoho CRM GitHub

When a task is registered in Zoho CRM, add it to GitHub.

Launch this workflow to connect Zoho CRM & GitHub !
Try this template

■Overview

This is a flow that adds a task to GitHub when it is registered in Zoho CRM.

‍

■Recommended for‍

1. Those who use Zoho CRM for managing sales tasks

・Those who manage sales-related tasks with Zoho CRM

・Those who use Zoho CRM for managing deal progress and leads

‍

2. Those who manage tasks within a team

・Those who manage tasks using GitHub

・Those who want to streamline task management by integrating Zoho CRM and GitHub

‍
■Benefits of using this template

Zoho CRM can streamline customer interactions and facilitate smooth sales activities.
However, if you manage tasks separately for sales-related and other operations, overall project task management can become complicated.

This template allows tasks registered in Zoho CRM to be automatically added to GitHub, streamlining management tasks.
Since all project tasks are consolidated in GitHub, it aids in task visualization and facilitates smooth information sharing within the team.

Additionally, it can prevent incorrect entries or omissions in GitHub, ensuring smooth project operations.

‍

■Notes‍

・Please integrate both Zoho CRM and GitHub with Yoom.

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About the Apps
Zoho CRM
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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GitHub
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About the apps you use
Zoho CRM
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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Register a lead in Zoho CRM from the signature information of an email received in Outlook.
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When a lead is created or updated in Zoho CRM, notify Slack.
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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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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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No-Code API Actions
Executable API actions
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Zoho CRM
GitHub
Flowbot 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)
    When an Issue is Created
    When an Issue is Created or Updated
    When a Pull Request is created
    When a Pull Request is created or updated
    When a comment is created on an Issue or Pull Request
    When an Issue is Closed (Webhook Trigger)
    When an Issue is Opened (Webhook Trigger)
    When a Webhook is Received (Webhook Trigger)
    When an Issue is Opened (Webhook Trigger)
Flowbot operations
    Get Lead ID List
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get List of Account IDs
    Get Account Details
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get deal ID list
    Get Deal Details
    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
    Get Contact Details
    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
    Get Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Records in Custom Module
    Update Record in Custom Module
    Delete custom module record
    Get specific custom module record
    Associate Lead with Campaign
    Search calls
    Get call details
    Search webhooks
    Get Contact ID List
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get records using a COQL query
    Create issue
    Add user to repository
    List issues
    Get issue
    Add comment to issue or pull request
    Update issue
    Search issues and pull requests
    Search users
    Create pull request
    Get pull request
    Update pull request
    Remove user from repository
    Search issues
    Search pull requests
    Get list of commits
    Create release notes
    Get project custom fields
    Get projects
    Get pull request files
Flowbot 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)
Flowbot operations
    Get Lead ID List
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get List of Account IDs
    Get Account Details
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get deal ID list
    Get Deal Details
    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
    Get Contact Details
    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
    Get Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Records in Custom Module
    Update Record in Custom Module
    Delete custom module record
    Get specific custom module record
    Associate Lead with Campaign
    Search calls
    Get call details
    Search webhooks
    Get Contact ID List
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get records using a COQL query
Flowbot triggers
    When an Issue is Created
    When an Issue is Created or Updated
    When a Pull Request is created
    When a Pull Request is created or updated
    When a comment is created on an Issue or Pull Request
    When an Issue is Closed (Webhook Trigger)
    When an Issue is Opened (Webhook Trigger)
    When a Webhook is Received (Webhook Trigger)
    When an Issue is Opened (Webhook Trigger)
Flowbot operations
    Create issue
    Add user to repository
    List issues
    Get issue
    Add comment to issue or pull request
    Update issue
    Search issues and pull requests
    Search users
    Create pull request
    Get pull request
    Update pull request
    Remove user from repository
    Search issues
    Search pull requests
    Get list of commits
    Create release notes
    Get project custom fields
    Get projects
    Get pull request files
Tab 1
Tab 2
Tab 3
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Zoho CRMとGoogle スプレッドシートの連携イメージ
2025/05/21
Yoom use case
How to integrate Zoho CRM with Google Sheets to add tasks registered in Zoho CRM to Google Sheets
e.koyama
e.koyama